Samuels Theodore R. II

Director · IRM, BMY, CNC

As of 2026-09-16, Samuels Theodore R. II has 36 Form 4 transactions on record across 3 companies — 19 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $7.7MIndirect: $2.1M$9.8Mas of 2026-09-16
  • Direct $7.7M
  • Indirect $2.1M
BMYdirect70,361 sh$4.5M
CNCindirect32,000 sh$2.1M
CNCdirect25,213 sh$1.7M
IRMdirect13,800 sh$1.5M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

IRM · 16 trades
2026-07-06: Award / grant, 99 sh ($12K)2026-07-02: Award / grant, 311 sh ($36K)2026-05-07: Award / grant, 1,892 sh ($0)2026-04-06: Award / grant, 350 sh ($36K)2026-04-06: Award / grant, 92 sh ($10K)2026-01-06: Award / grant, 425 sh ($36K)2026-01-06: Award / grant, 107 sh ($9K)2025-10-03: Award / grant, 331 sh ($35K)2025-10-03: Award / grant, 76 sh ($8K)2025-07-07: Award / grant, 348 sh ($35K)2025-07-03: Award / grant, 76 sh ($8K)2025-05-29: Award / grant, 2,249 sh ($0)2025-04-04: Award / grant, 68 sh ($5K)2025-04-03: Award / grant, 420 sh ($35K)2025-01-07: Award / grant, 46 sh ($5K)2025-01-03: Award / grant, 283 sh ($30K)
CNC · 11 trades
2026-06-30: Award / grant, 465 sh ($0)2026-05-12: Award / grant, 3,992 sh ($0)2026-03-31: Award / grant, 943 sh ($0)2025-12-31: Award / grant, 608 sh ($0)2025-09-30: Award / grant, 710 sh ($0)2025-07-28: Purchase, 9,000 sh ($249K)2025-06-30: Award / grant, 463 sh ($0)2025-05-13: Award / grant, 3,579 sh ($0)2025-03-31: Award / grant, 416 sh ($0)2024-12-31: Award / grant, 414 sh ($0)2024-12-13: Purchase, 5,000 sh ($294K)
BMY · 9 trades
2026-06-30: Award / grant, 889 sh ($51K)2026-03-31: Award / grant, 845 sh ($51K)2026-02-01: Award / grant, 3,996 sh ($220K)2025-12-31: Award / grant, 927 sh ($0)2025-09-30: Award / grant, 1,109 sh ($0)2025-06-30: Award / grant, 1,080 sh ($0)2025-03-31: Award / grant, 820 sh ($50K)2025-02-01: Award / grant, 3,562 sh ($210K)2024-12-31: Award / grant, 884 sh ($50K)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2025-07-28CNCPurchase9,000 @ $27.62$249K+39.1% of holding32,000Form 4
2024-12-13CNCPurchase5,000 @ $58.86$294K+27.8% of holding23,000Form 4
34 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-07-06IRMAward / grant9913,800Form 4
2026-07-02IRMAward / grant31113,701Form 4
2026-06-30BMYAward / grant88970,361Form 4
2026-06-30CNCAward / grant46525,213Form 4
2026-05-12CNCAward / grant3,99224,748Form 4
2026-05-07IRMAward / grant1,89213,390Form 4
2026-04-06IRMAward / grant35011,406Form 4
2026-04-06IRMAward / grant9211,498Form 4
2026-03-31BMYAward / grant84568,728Form 4
2026-03-31CNCAward / grant94320,756Form 4
2026-02-01BMYAward / grant3,99667,883Form 4
2026-01-06IRMAward / grant42510,949Form 4
2026-01-06IRMAward / grant10711,056Form 4
2025-12-31CNCAward / grant60819,813Form 4
2025-12-31BMYAward / grant92763,174Form 4
2025-10-03IRMAward / grant33110,524Form 4
2025-10-03IRMAward / grant7610,193Form 4
2025-09-30CNCAward / grant71019,205Form 4
2025-09-30BMYAward / grant1,10961,420Form 4
2025-07-07IRMAward / grant34810,117Form 4
2025-07-03IRMAward / grant769,769Form 4
2025-06-30CNCAward / grant46318,495Form 4
2025-06-30BMYAward / grant1,08059,477Form 4
2025-05-29IRMAward / grant2,2499,693Form 4
2025-05-13CNCAward / grant3,57918,032Form 4
2025-04-04IRMAward / grant687,444Form 4
2025-04-03IRMAward / grant4207,376Form 4
2025-03-31BMYAward / grant82057,676Form 4
2025-03-31CNCAward / grant41614,453Form 4
2025-02-01BMYAward / grant3,56256,856Form 4
2025-01-07IRMAward / grant464,691Form 4
2025-01-03IRMAward / grant2834,646Form 4
2024-12-31BMYAward / grant88452,749Form 4
2024-12-31CNCAward / grant41414,037Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.