TapewireFind a company

person · Reporting owner

Samuels Theodore R. II

Disclosed activity across 5 companies

Tapewire entity
14458
SEC CIK
0001688276

Export transaction history ↓

Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BRISTOL MYERS SQUIBB COBMY · Entity 1662DirectorSeptember 30, 2026October 03, 2026
CENTENE CORPCNC · Entity 3133DirectorSeptember 30, 2026September 30, 2026
IRON MOUNTAIN INCIRM · Entity 517DirectorOctober 06, 2026October 08, 2026
PERRIGO Co plcPRGO · Entity 4516DirectorMay 17, 2022May 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Deferred Share UnitsSEC Table II · derivative / convertible securityDirect71,859.041 Reported balance After 2026-09-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect25,795.979 Reported balance After 2026-09-30 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeIndirectBy family trust32,000 Reported balance Holding disclosure · report date 2026-09-30 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Phantom StockSEC Table II · derivative / convertible securityDirect14,215.49 Reported balance After 2026-10-06 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Ordinary SharesSEC Table I · non-derivativeDirect26,693 Reported balance After 2022-05-17 transaction · row 1
1 source row

Row 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 securityDirect7,778 Reported balance After 2022-05-17 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect0 Reported balance After 2022-05-17 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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-derivativeIndirectTed and Lori Samuels Family Trust, dtd 7/3/9618,118 Reported balance Holding disclosure · report date 2022-05-17 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Ted and Lori Samuels Family Trust dtd 7/3/960 Reported balance After 2021-10-05 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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 2027-01-04Direct0 Reported balance After 2021-10-05 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2027-06-14Direct0 Reported balance After 2021-10-05 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2028-06-11Direct0 Reported balance After 2021-10-05 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2029-06-12Direct0 Reported balance After 2021-10-05 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2030-06-10Direct0 Reported balance After 2021-10-05 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2031-06-09Direct0 Reported balance After 2021-10-05 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 API
Reset

Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.