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 |
|---|---|---|---|---|---|---|
| March 31, 2017 Filed Apr 4, 2017 23:19 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 99.608 | $54.38 | $5,416.68 |
DisclosureSEC source: 0000014272-17-000115 · wf-form4_149134793880673.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,024.362 Underlying: Common Stock, $0.10 par value · 99.608 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 27, 2017 Filed Mar 1, 2017 21:47 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | PurchaseCommon Stock, $0.10 par value | 12,000 | $56.77 | $681,240.00 |
DisclosureSEC source: 0000014272-17-000063 · wf-form4_148840483138343.xml · nonDerivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 F1 · price: The price reported reflects the weighted average purchase price. The shares were purchased in multiple transactions at prices ranging from $56.765 to $56.81, inclusive. 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 purchased at each separate price. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 00:29 UTC | BRISTOL MYERS SQUIBB CO BMY · Entity 1662 | GrantDeferred Share Units · Derivative | 2,924.754 | $54.78 | $160,218.02 |
DisclosureSEC source: 0000014272-17-000057 · wf-form4_148789615140178.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,924.754 Underlying: Common Stock, $0.10 par value · 2,924.754 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. F2 · shares: Represents pro rata portion of the 2017 annual Deferred Share Units awards granted to the Company's directors. 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. Read SEC document |
| January 12, 2017 Filed Jan 13, 2017 21:45 UTC | PERRIGO Co plc PRGO · Entity 4516 | GrantRestricted Stock Units · Derivative | 390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001585364-17-000008 · wf-form4_148434390096739.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Ordinary Shares · 390 shares Expires 2017-05-03 F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. Read SEC document |
| January 12, 2017 Filed May 3, 2017 18:35 UTC Amendment | PERRIGO Co plc PRGO · Entity 4516 | GrantRestricted Stock Units · Derivative | 390 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001585364-17-000047 · wf-form4a_149383652151575.xml · derivative · entry 2 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Underlying: Ordinary Shares · 390 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F2 · price: Each Restricted Stock Unit represents a contingent right to receive one Perrigo Company plc ordinary share. F3 · derivative.exercise_date: The earlier of the first anniversary of the grant date or the date of the Issuer's next Annual General Meeting of Shareholders. F3 · derivative.expiration_date: The earlier of the first anniversary of the grant date or the date of the Issuer's next Annual General Meeting of Shareholders. Read SEC document |
| January 04, 2017 Filed Jan 4, 2017 17:54 UTC | STAMPS.COM INC STMP · Entity 134792 | GrantStock Option (Common Stock) · Derivative | 5,000 | $0.00 Strike: $115.90 | $0.00 |
DisclosureSEC source: 0001209191-17-001306 · doc4.xml · derivative · entry 1 Samuels Theodore R. II · CIK 0001688276 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2027-01-04 F2 · price: No purchase price was paid for these options. These options were granted to the reporting person by the Issuer pursuant to Rule 16b-3(d). F1 · derivative.exercise_date: This option is fully vested and exercisable as of the grant date. 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.