Theodore R. Samuels II
CIK 1688276 · View on SEC EDGAR ↗
First SEC filing: July 18, 2023 · Latest: July 1, 2025
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Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| July 28, 2025 | CNC | P | 9,000 | $27.62 | $248,580 | 32,000 Indirect | +39.13% | Acquired | 132.3% (price as of 2026-08-21) |
| Dec. 13, 2024 | CNC | P | 5,000 | $58.86 | $294,300 | 23,000 Indirect | +27.78% | Acquired | 9.0% (price as of 2026-08-21) |
| Nov. 20, 2023 | BMY | P | 8,500 | $49.81 | $423,385 | 35,500 Direct | +31.48% | Acquired | 32.6% (price as of 2026-08-21) |
| Feb. 8, 2023 | CNC | P | 7,000 | $71.88 | $503,160 | 11,912 Direct | +142.51% | Acquired | -10.7% (price as of 2026-08-21) |
| April 28, 2022 | CNC | P | 6,270 | $80.94 | $507,494 | 11,000 Indirect | +132.56% | Acquired | -20.7% (price as of 2026-08-21) |
| May 16, 2019 | BMY | P | 5,000 | $47.29 | $236,450 | 27,000 Direct | +22.73% | Acquired | 39.7% (price as of 2026-08-21) |
Showing latest 100 of 108 transactions
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| July 6, 2026 | IRM | Phantom Stock | Common Stock (99) | — | — | 99 | Acquired |
| July 2, 2026 | IRM | Phantom Stock | Common Stock (311) | — | — | 311 | Acquired |
| June 30, 2026 | BMY | Deferred Share Units | Common Stock, $0.10 par value (889) | — | — | 889 | Acquired |
| May 7, 2026 | IRM | Phantom Stock | Common Stock (1,892) | — | — | 1,892 | Acquired |
| April 6, 2026 | IRM | Phantom Stock | Common Stock (92) | — | — | 92 | Acquired |
| April 6, 2026 | IRM | Phantom Stock | Common Stock (350) | — | — | 350 | Acquired |
| Jan. 6, 2026 | IRM | Phantom Stock | Common Stock (107) | — | — | 107 | Acquired |
| Jan. 6, 2026 | IRM | Phantom Stock | Common Stock (425) | — | — | 425 | Acquired |
| Oct. 3, 2025 | IRM | Phantom Stock | Common Stock (331) | — | — | 331 | Acquired |
| Oct. 3, 2025 | IRM | Phantom Stock | Common Stock (76) | — | — | 76 | Acquired |
| July 7, 2025 | IRM | Phantom Stock | Common Stock (348) | — | — | 348 | Acquired |
| July 3, 2025 | IRM | Phantom Stock | Common Stock (76) | — | — | 76 | Acquired |
| June 30, 2025 | BMY | Deferred Share Units | Common Stock, $0.10 par value (1,080) | — | — | 1,080 | Acquired |
| May 29, 2025 | IRM | Phantom Stock | Common Stock (2,249) | — | — | 2,249 | Acquired |
| April 4, 2025 | IRM | Phantom Stock | Common Stock (68) | — | — | 68 | Acquired |
| April 3, 2025 | IRM | Phantom Stock | Common Stock (420) | — | — | 420 | Acquired |
| March 31, 2025 | BMY | Deferred Share Units | Common Stock, $0.10 par value (820) | — | — | 820 | Acquired |
| Feb. 1, 2025 | BMY | Deferred Share Units | Common Stock, $0.10 par value (3,562) | — | — | 3,562 | Acquired |
| Jan. 7, 2025 | IRM | Phantom Stock | Common Stock (46) | — | — | 46 | Acquired |
| Jan. 3, 2025 | IRM | Phantom Stock | Common Stock (283) | — | — | 283 | Acquired |
| Dec. 31, 2024 | BMY | Deferred Share Units | Common Stock, $0.10 par value (884) | — | — | 884 | Acquired |
| Oct. 3, 2024 | IRM | Phantom Stock | Common Stock (38) | — | — | 38 | Acquired |
| Oct. 2, 2024 | IRM | Phantom Stock | Common Stock (242) | — | — | 242 | Acquired |
| Sept. 30, 2024 | BMY | Deferred Share Units | Common Stock, $0.10 par value (966) | — | — | 966 | Acquired |
| July 10, 2024 | IRM | Phantom Stock | Common Stock (305) | — | — | 305 | Acquired |
| July 5, 2024 | IRM | Phantom Stock | Common Stock (42) | — | — | 42 | Acquired |
| June 30, 2024 | BMY | Deferred Share Units | Common Stock, $0.10 par value (1,204) | — | — | 1,204 | Acquired |
| May 30, 2024 | IRM | Phantom Stock | Common Stock (2,385) | — | — | 2,385 | Acquired |
| April 18, 2024 | IRM | Phantom Stock | Common Stock (385) | — | — | 385 | Acquired |
| April 4, 2024 | IRM | Phantom Stock | Common Stock (26) | — | — | 26 | Acquired |
| March 31, 2024 | BMY | Deferred Share Units | Common Stock, $0.10 par value (922) | — | — | 922 | Acquired |
| Feb. 1, 2024 | BMY | Deferred Share Units | Common Stock, $0.10 par value (4,315) | — | — | 4,315 | Acquired |
| Jan. 11, 2024 | IRM | Phantom Stock | Common Stock (430) | — | — | 430 | Acquired |
| Jan. 4, 2024 | IRM | Phantom Stock | Common Stock (27) | — | — | 27 | Acquired |
| Dec. 31, 2023 | BMY | Deferred Share Units | Common Stock, $0.10 par value (950) | — | — | 950 | Acquired |
| Oct. 13, 2023 | IRM | Phantom Stock | Common Stock (457) | — | — | 457 | Acquired |
| Oct. 5, 2023 | IRM | Phantom Stock | Common Stock (25) | — | — | 25 | Acquired |
| Sept. 30, 2023 | BMY | Deferred Share Units | Common Stock, $0.10 par value (840) | — | — | 840 | Acquired |
| July 17, 2023 | IRM | Phantom Stock [F1] | Common Stock (2,264) | — | — | 2,264 | Acquired |
| June 30, 2023 | BMY | Deferred Share Units | Common Stock, $0.10 par value (762) | — | — | 762 | Acquired |
| March 31, 2023 | BMY | Deferred Share Units | Common Stock, $0.10 par value (703) | — | — | 703 | Acquired |
| Feb. 1, 2023 | BMY | Deferred Share Units | Common Stock, $0.10 par value (2,808) | — | — | 2,808 | Acquired |
| Dec. 31, 2022 | BMY | Deferred Share Units | Common Stock, $0.10 par value (678) | — | — | 678 | Acquired |
| Sept. 30, 2022 | BMY | Deferred Share Units | Common Stock, $0.10 par value (686) | — | — | 686 | Acquired |
| June 30, 2022 | BMY | Deferred Share Units | Common Stock, $0.10 par value (633) | — | — | 633 | Acquired |
| March 31, 2022 | BMY | Deferred Share Units | Common Stock, $0.10 par value (668) | — | — | 668 | Acquired |
| Feb. 7, 2022 | CNC | Common Stock | Common Stock (10,000) | $80.57 | Feb. 27, 2032 | 10,000 | Acquired |
| Feb. 1, 2022 | BMY | Deferred Share Units | Common Stock, $0.10 par value (3,068) | — | — | 3,068 | Acquired |
| Dec. 31, 2021 | BMY | Deferred Share Units | Common Stock, $0.10 par value (762) | — | — | 762 | Acquired |
| Sept. 30, 2021 | BMY | Deferred Share Units | Common Stock, $0.10 par value (803) | — | — | 803 | Acquired |
| June 30, 2021 | BMY | Deferred Share Units | Common Stock, $0.10 par value (629) | — | — | 629 | Acquired |
| March 31, 2021 | BMY | Deferred Share Units | Common Stock, $0.10 par value (515) | — | — | 515 | Acquired |
| Feb. 1, 2021 | BMY | Deferred Share Units | Common Stock, $0.10 par value (3,054) | — | — | 3,054 | Acquired |
| Dec. 31, 2020 | BMY | Deferred Share Units | Common Stock, $0.10 par value (524) | — | — | 524 | Acquired |
| Sept. 30, 2020 | BMY | Deferred Share Units | Common Stock, $0.10 par value (539) | — | — | 539 | Acquired |
| June 30, 2020 | BMY | Deferred Share Units | Common Stock, $0.10 par value (553) | — | — | 553 | Acquired |
| March 31, 2020 | BMY | Deferred Share Units | Common Stock, $0.10 par value (583) | — | — | 583 | Acquired |
| Feb. 1, 2020 | BMY | Deferred Share Units | Common Stock, $0.10 par value (3,018) | — | — | 3,018 | Acquired |
| Dec. 31, 2019 | BMY | Deferred Share Units | Common Stock, $0.10 par value (477) | — | — | 477 | Acquired |
| Sept. 30, 2019 | BMY | Deferred Share Units | Common Stock, $0.10 par value (604) | — | — | 604 | Acquired |
| June 30, 2019 | BMY | Deferred Share Units | Common Stock, $0.10 par value (675) | — | — | 675 | Acquired |
| March 31, 2019 | BMY | Deferred Share Units | Common Stock, $0.10 par value (642) | — | — | 642 | Acquired |
| Feb. 1, 2019 | BMY | Deferred Share Units | Common Stock, $0.10 par value (3,708) | — | — | 3,708 | Acquired |
| Dec. 31, 2018 | BMY | Deferred Share Units | Common Stock, $0.10 par value (589) | — | — | 589 | Acquired |
| Sept. 30, 2018 | BMY | Deferred Share Units | Common Stock, $0.10 par value (493) | — | — | 493 | Acquired |
| June 30, 2018 | BMY | Deferred Share Units | Common Stock, $0.10 par value (553) | — | — | 553 | Acquired |
| March 31, 2018 | BMY | Deferred Share Units | Common Stock, $0.10 par value (484) | — | — | 484 | Acquired |
| Feb. 1, 2018 | BMY | Deferred Share Units | Common Stock, $0.10 par value (2,946) | — | — | 2,946 | Acquired |
| Dec. 31, 2017 | BMY | Deferred Share Units | Common Stock, $0.10 par value (250) | — | — | 250 | Acquired |
| Sept. 30, 2017 | BMY | Deferred Share Units | Common Stock, $0.10 par value (240) | — | — | 240 | Acquired |
| June 30, 2017 | BMY | Deferred Share Units | Common Stock, $0.10 par value (258) | — | — | 258 | Acquired |
| March 31, 2017 | BMY | Deferred Share Units | Common Stock, $0.10 par value (100) | — | — | 100 | Acquired |
| Feb. 21, 2017 | BMY | Deferred Share Units | Common Stock, $0.10 par value (2,925) | — | — | 2,925 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 5 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 18, 2023 | IRM | Common Stock, par value $.01 per share | 18,037 | Indirect |
| July 18, 2023 | IRM | Common Stock, par value $.01 per share | 400 | Indirect |
| July 18, 2023 | IRM | Common Stock, par value $.01 per share | 357 | Indirect |
| Jan. 14, 2022 | CNC | Common Stock | 4,730 | Indirect |
| Jan. 10, 2017 | PRGO | Ordinary Shares | 2,759 | Indirect |