person · Reporting owner
Samuels Theodore R. II
Disclosed activity across 5 companies
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BRISTOL MYERS SQUIBB COBMY · Entity 1662 | Director | September 30, 2026 | October 03, 2026 |
| CENTENE CORPCNC · Entity 3133 | Director | September 30, 2026 | September 30, 2026 |
| IRON MOUNTAIN INCIRM · Entity 517 | Director | October 06, 2026 | October 08, 2026 |
| PERRIGO Co plcPRGO · Entity 4516 | Director | May 17, 2022 | May 19, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BRISTOL MYERS SQUIBB CO
Report date September 30, 2026 · Filed October 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Share UnitsSEC Table II · derivative / convertible security | Direct | 71,859.041 |
Reported balance
After 2026-09-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 821.314 · Balance 71,859.041 F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person.
F2: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors.
CENTENE CORP
Report date September 30, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,795.979 |
Reported balance
After 2026-09-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 583 · Balance 25,795.979 F1: Ownership includes 3,992 shares of previously-granted restricted stock units subject to vesting requirements. |
| Common StockSEC Table I · non-derivative | IndirectBy family trust | 32,000 |
Reported balance
Holding disclosure · report date 2026-09-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32,000 F2: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Ownership includes 3,992 shares of previously-granted restricted stock units subject to vesting requirements.
F2: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee.
IRON MOUNTAIN INC
Report date October 06, 2026 · Filed October 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 14,215.49 |
Reported balance
After 2026-10-06 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 310.49 · Balance 14,215.49 F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.
F2: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares.
PERRIGO Co plc
Report date May 17, 2022 · Filed May 19, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Ordinary SharesSEC Table I · non-derivative | Direct | 26,693 |
Reported balance
After 2022-05-17 transaction · row 1
1 source rowRow 1 · 2022-05-17 · Exercise / conversion · Acquired 6,599 · Balance 26,693 F1: Vesting of service-based restricted stock units granted on 17 May 2021. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 7,778 |
Reported balance
After 2022-05-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-17 · Grant · Acquired 7,778 · Balance 7,778 F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F4: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2022-05-17 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-05-17 · Exercise / conversion · Disposed 6,599 · Balance 0 F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F1: Vesting of service-based restricted stock units granted on 17 May 2021. F5: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022. |
| Ordinary SharesSEC Table I · non-derivative | IndirectTed and Lori Samuels Family Trust, dtd 7/3/96 | 18,118 |
Reported balance
Holding disclosure · report date 2022-05-17 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,118 F2: Theodore Rapp Samuels II, Trustee and Lori Winters Samuels, Trustee. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of service-based restricted stock units granted on 17 May 2021.
F2: Theodore Rapp Samuels II, Trustee and Lori Winters Samuels, Trustee.
F3: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share.
F4: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023.
F5: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
STAMPS.COM INC
Report date October 05, 2021 · Filed October 07, 2021
Section 16 reporting ended · disclosed 2021-10-07. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Ted and Lori Samuels Family Trust dtd 7/3/96 | 0 |
Reported balance
After 2021-10-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2021-10-05 · Disposition to issuer · Disposed 1,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F2: The reporting person disclaims beneficial ownership of the shares held by the Ted and Lori Samuels Family Trust, dated July 3, 1996, except to the extent of his pecuniary interest therein. |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $115.90 · Expires 2027-01-04 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F3: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,070,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $145.15 · Expires 2027-06-14 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F4: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $924,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $266.95 · Expires 2028-06-11 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F5: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $315,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $38.70 · Expires 2029-06-12 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F6: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,456,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $183.90 · Expires 2030-06-10 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F7: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $730,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
| Stock option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $191.56 · Expires 2031-06-09 | Direct | 0 |
Reported balance
After 2021-10-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2021-10-05 · Disposition to issuer · Disposed 5,000 · Balance 0 F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F8: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $692,200, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). |
Filing footnotes · ownership attribution and instrument terms
F1: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger").
F2: The reporting person disclaims beneficial ownership of the shares held by the Ted and Lori Samuels Family Trust, dated July 3, 1996, except to the extent of his pecuniary interest therein.
F3: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,070,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F4: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $924,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F5: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $315,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F6: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,456,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F7: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $730,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
F8: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $692,200, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share).
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 18, 2024 Filed Apr 22, 2024 21:37 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 385.11 | $74.65 | $28,750.00 |
DisclosureSEC source: 0001020569-24-000121 · wk-form4_1713821866.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,349.657 Underlying: Common Stock · 385.11 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $74.609 to $74.719, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:46 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 25.992 | $80.08 | $2,081.44 |
DisclosureSEC source: 0001020569-24-000095 · wk-form4_1712349984.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 964.547 Underlying: Common Stock · 25.992 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $79.989 to $80.149, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 23:37 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 323.792 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-24-000090 · wk-form4_1712101044.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,994.979 F1 · balance_after: Ownership includes 2,947 shares of restricted stock subject to vesting requirements. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 22:41 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 921.999 | $54.23 | $50,000.01 |
DisclosureSEC source: 0000014272-24-000086 · wk-form4_1712097699.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,858.919 Underlying: Common Stock, $0.10 par value · 921.999 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 4,314.773 | $48.67 | $210,000.00 |
DisclosureSEC source: 0000014272-24-000036 · wk-form4_1707179254.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,936.92 Underlying: Common Stock, $0.10 par value · 4,314.773 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| January 11, 2024 Filed Jan 16, 2024 22:03 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 429.981 | $66.86 | $28,749.82 |
DisclosureSEC source: 0001020569-24-000023 · wk-form4_1705442588.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 938.555 Underlying: Common Stock · 429.981 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $66.819 to $66.899, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 22:54 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 26.512 | $67.33 | $1,785.05 |
DisclosureSEC source: 0001020569-24-000016 · wk-form4_1704754489.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 508.574 Underlying: Common Stock · 26.512 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $67.269 to $67.379, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 23:29 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 433.185 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-24-000008 · wk-form4_1704324566.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,671.187 F1 · balance_after: Ownership includes 2,947 shares of restricted stock subject to vesting requirements. Read SEC document |
| December 31, 2023 Filed Jan 3, 2024 22:41 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 950.107 | $51.31 | $48,749.99 |
DisclosureSEC source: 0000014272-24-000012 · wk-form4_1704321664.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,103.11 Underlying: Common Stock, $0.10 par value · 950.107 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| November 20, 2023 Filed Nov 22, 2023 00:01 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | PurchaseCommon Stock, $0.10 par value | 8,500 | $49.81 | $423,385.00 |
DisclosureSEC source: 0000014272-23-000185 · wk-form4_1700611261.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,500 F1 · price: The price reported reflects the weighted average sales price. The shares were sold in multiple transactions. The reporting person undertakes to provide to the SEC staff, the issuer, or a security holder of the issuer, upon request, full information regarding the number of shares sold at each separate price. Read SEC document |
| October 13, 2023 Filed Oct 17, 2023 20:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 456.594 | $60.23 | $27,500.66 |
DisclosureSEC source: 0001020569-23-000205 · wk-form4_1697573936.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 482.062 Underlying: Common Stock · 456.594 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were sold in multiple transactions at prices ranging from $60.159 to $60.289, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 21:10 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 25.468 | $57.78 | $1,471.54 |
DisclosureSEC source: 0001020569-23-000201 · wk-form4_1696972248.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25.468 Underlying: Common Stock · 25.468 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:50 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 469.713 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000194 · wk-form4_1696373426.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,238.002 F1 · balance_after: Ownership includes 2,947 shares of restricted stock subject to vesting requirements. Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 22:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 839.938 | $58.04 | $48,750.00 |
DisclosureSEC source: 0000014272-23-000167 · wk-form4_1696372464.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,700.6 Underlying: Common Stock, $0.10 par value · 839.938 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 21:58 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 2,264 | $0.01 | $22.64 |
DisclosureSEC source: 0001020569-23-000161 · wf-form4_168971752031686.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,264 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on July 17, 2023. The RSUs vest on the grant date. Read SEC document |
| July 17, 2023 Filed Jan 15, 2025 21:57 UTC Amendment | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 2,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000027 · wk-form4a_1736978214.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,955.438 Underlying: Common Stock · 2,264 shares Expires not disclosed F1 · security: On July 18, 2023, the Reporting Person filed a Form 4 which inadvertently included incorrect stock type due to an administrative error. This amendment is being filed solely to reflect the correct stock type "Phantom Stock" instead of "Common Stock." F2 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 23:40 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 468.586 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000174 · wk-form4_1688600403.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,768.289 F1 · balance_after: Ownership includes 2,947 shares of restricted stock units subject to vesting requirements. Read SEC document |
| June 30, 2023 Filed Jul 5, 2023 21:34 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 762.314 | $63.95 | $48,749.98 |
DisclosureSEC source: 0000014272-23-000140 · wk-form4_1688592866.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,494.788 Underlying: Common Stock, $0.10 par value · 762.314 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 10, 2023 Filed May 12, 2023 22:24 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 2,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000143 · wf-form4_168393023331040.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,299.703 F1 · balance_after: Ownership includes 2,947 shares of restricted stock which will vest in full on the earlier of May 10, 2024 and the date of the Registrant's next annual meeting of stockholders. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 01:16 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 440.203 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000103 · wf-form4_168065738292143.xml · nonDerivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,352.703 F1 · balance_after: Ownership includes 2,323 shares of restricted stock units subject to vesting requirements. Read SEC document |
| March 31, 2023 Filed Apr 5, 2023 00:39 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 703.362 | $69.31 | $48,750.02 |
DisclosureSEC source: 0000014272-23-000095 · wf-form4_168065513809774.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,412.375 Underlying: Common Stock, $0.10 par value · 703.362 shares Expires not disclosed F2 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F3 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| March 22, 2023 Filed Apr 5, 2023 01:16 UTC | CENTENE CORP CNC · Entity 3133 | OtherCommon Stock | 300 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000103 · wf-form4_168065738292143.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 0 Read SEC document |
| February 08, 2023 Filed Feb 9, 2023 22:07 UTC | CENTENE CORP CNC · Entity 3133 | PurchaseCommon Stock | 7,000 | $71.88 | $503,160.00 |
DisclosureSEC source: 0001071739-23-000029 · wf-form4_167598042905213.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,912.5 F1 · price: The weighted average price for this transaction is reported within the form. Shares were purchased at prices ranging from $71.86 to $71.89. Full information regarding the number of shares at each price is available upon request. F2 · balance_after: Ownership includes 2,323 shares of restricted stock units subject to vesting requirements. Read SEC document |
| February 01, 2023 Filed Feb 4, 2023 00:19 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,807.806 | $71.23 | $200,000.02 |
DisclosureSEC source: 0000014272-23-000036 · wf-form4_167546996965725.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,709.013 Underlying: Common Stock, $0.10 par value · 2,807.806 shares Expires not disclosed F2 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F3 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2022 Filed Jan 5, 2023 00:06 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 382.591 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-23-000011 · wf-form4_167287717290152.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,912.5 F1 · balance_after: Ownership includes 2,323 shares of restricted stock units subject to vesting requirements. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 22:23 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 677.554 | $71.95 | $48,750.01 |
DisclosureSEC source: 0000014272-23-000012 · wf-form4_167287098043248.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,624.136 Underlying: Common Stock, $0.10 par value · 677.554 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:10 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 349.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-22-000349 · wf-form4_166493214115531.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,529.909 F1 · balance_after: Ownership includes 2,323 shares of restricted stock units subject to vesting requirements. Read SEC document |
| September 30, 2022 Filed Oct 5, 2022 01:06 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 685.75 | $71.09 | $48,749.97 |
DisclosureSEC source: 0000014272-22-000186 · wf-form4_166493188983314.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,712.288 Underlying: Common Stock, $0.10 par value · 685.75 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 23:49 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 376.234 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-22-000269 · wf-form4_165706493235463.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,180.239 F1 · balance_after: Ownership includes 2,323 shares of restricted stock units subject to vesting requirements. Read SEC document |
| June 30, 2022 Filed Jul 5, 2022 20:27 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 633.117 | $77.00 | $48,750.01 |
DisclosureSEC source: 0000014272-22-000153 · wf-form4_165705283590190.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,786.051 Underlying: Common Stock, $0.10 par value · 633.117 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| May 17, 2022 Filed May 19, 2022 17:53 UTC | PERRIGO Co plc PRGO · Entity 4516 | Exercise / conversionRestricted Stock Units · Derivative | 6,599 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001585364-22-000054 · wf-form4_165298278896239.xml · derivative · entry 4 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Ordinary Shares · 6,599 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F1 · kind: Vesting of service-based restricted stock units granted on 17 May 2021. F3 · price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F5 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022. F5 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2022. Read SEC document |
| May 17, 2022 Filed May 19, 2022 17:53 UTC | PERRIGO Co plc PRGO · Entity 4516 | GrantRestricted Stock Units · Derivative | 7,778 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001585364-22-000054 · wf-form4_165298278896239.xml · derivative · entry 3 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,778 Underlying: Ordinary Shares · 7,778 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F3 · price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F4 · derivative.exercise_date: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023. F4 · derivative.expiration_date: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Vesting on 17 May 2023. Read SEC document |
| May 17, 2022 Filed May 19, 2022 17:53 UTC | PERRIGO Co plc PRGO · Entity 4516 | Exercise / conversionOrdinary Shares | 6,599 | $38.57 | $254,523.43 |
DisclosureSEC source: 0001585364-22-000054 · wf-form4_165298278896239.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,693 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Vesting of service-based restricted stock units granted on 17 May 2021. Read SEC document |
| April 28, 2022 Filed May 2, 2022 23:01 UTC | CENTENE CORP CNC · Entity 3133 | PurchaseCommon Stock | 6,270 | $80.94 | $507,493.80 |
DisclosureSEC source: 0001071739-22-000212 · wf-form4_165153246819325.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 11,000 F1 · balance_after: Owned by a revocable family trust, of which Mr. Samuels serves as a co-trustee. Read SEC document |
| April 26, 2022 Filed Apr 29, 2022 01:17 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 2,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-22-000205 · wf-form4_165119497683793.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,804.005 F1 · balance_after: Ownership includes 2,323 shares of restricted stock which will vest in full on the earlier of April 26, 2023 and the date of the Registrant's next annual meeting of stockholders. Read SEC document |
| March 31, 2022 Filed Apr 5, 2022 00:36 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 381.005 | $82.02 | $31,250.03 |
DisclosureSEC source: 0001071739-22-000143 · wf-form4_164911892639468.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,481.005 F1 · balance_after: Ownership includes 1,100 shares of restricted stock units subject to vesting requirements. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 22:15 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 667.534 | $73.03 | $48,750.01 |
DisclosureSEC source: 0000014272-22-000110 · wf-form4_164911053911290.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,923.33 Underlying: Common Stock, $0.10 par value · 667.534 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| February 07, 2022 Filed Feb 10, 2022 00:34 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock · Derivative | 10,000 | $0.00 Strike: $80.57 | $0.00 |
DisclosureSEC source: 0001071739-22-000059 · wf-form4_164445324601934.xml · derivative · entry 3 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2032-02-27 F3 · derivative.exercise_date: The options vest in three equal installments on the anniversary of the grant beginning on February 7, 2023. Read SEC document |
| February 07, 2022 Filed Feb 10, 2022 00:34 UTC | CENTENE CORP CNC · Entity 3133 | GrantCommon Stock | 1,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001071739-22-000059 · wf-form4_164445324601934.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,100 F1 · balance_after: Ownership includes 1,100 shares of restricted stock vesting on the date of the April 2022 Annual Meeting of Stockholders. Read SEC document |
| February 01, 2022 Filed Feb 3, 2022 23:02 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 3,067.955 | $65.19 | $199,999.99 |
DisclosureSEC source: 0000014272-22-000036 · wf-form4_164392935197446.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,255.796 Underlying: Common Stock, $0.10 par value · 3,067.955 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 23:22 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 761.828 | $62.35 | $47,499.98 |
DisclosureSEC source: 0000014272-22-000016 · wf-form4_164133850925939.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,956.269 Underlying: Common Stock, $0.10 par value · 761.828 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $138.44 Strike: $191.56 | $692,200.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 7 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2031-06-09 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F8 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $692,200, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $146.10 Strike: $183.90 | $730,500.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 6 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2030-06-10 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F7 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $730,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $291.30 Strike: $38.70 | $1,456,500.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 5 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2029-06-12 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F6 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,456,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $63.05 Strike: $266.95 | $315,250.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 4 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2028-06-11 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F5 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $315,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $184.85 Strike: $145.15 | $924,250.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 3 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2027-06-14 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F4 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $924,250, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerStock option (right to buy) · Derivative | 5,000 | $214.10 Strike: $115.90 | $1,070,500.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2027-01-04 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F3 · derivative.exercise_date: This option, which had previously fully vested, was canceled in the Merger in exchange for a cash payment of $1,070,500, representing the difference between the exercise price of the options and the market value of the underlying Stamps.com common stock at the effective time of the Merger ($330 per share). Read SEC document |
| October 05, 2021 Filed Oct 7, 2021 14:09 UTC | STAMPS.COM INC STMP · Entity 134792 | Disposition to issuerCommon Stock | 1,000 | $330.00 | $330,000.00 |
DisclosureSEC source: 0001082923-21-000163 · wf-form4_163363015136137.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Ted and Lori Samuels Family Trust dtd 7/3/96 Disclosed balance after: 0 F1 · kind: The securities were disposed of in connection with the acquisition of the Issuer by an affiliate of Thoma Bravo LP (the "Merger"). F2 · ownership.nature: The reporting person disclaims beneficial ownership of the shares held by the Ted and Lori Samuels Family Trust, dated July 3, 1996, except to the extent of his pecuniary interest therein. Read SEC document |
| September 30, 2021 Filed Oct 1, 2021 20:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 802.772 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000215 · wf-form4_163312016411894.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,969.237 Underlying: Common Stock, $0.10 par value · 802.772 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
| June 30, 2021 Filed Jul 1, 2021 21:07 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 629.459 | $0.00 | $0.00 |
DisclosureSEC source: 0000014272-21-000170 · wf-form4_162517360838485.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,979.318 Underlying: Common Stock, $0.10 par value · 629.459 shares Expires not disclosed F1 · derivative.exercise_price: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.exercise_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F1 · derivative.expiration_date: Each Deferred Share Unit will be converted into a share of common stock upon settlement. The Deferred Share Units become settleable when the reporting person ceases to be a director or at a future date previously specified by the reporting person. F2 · balance_after: Includes deferred compensation and dividends reinvested under the 1987 Deferred Compensation Plan for Non-Employee Directors. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.