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Ladd Amy L

Disclosed activity across 2 companies

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14321
SEC CIK
0001781750

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
INTUITIVE SURGICAL INCISRG · Entity 2878DirectorAugust 10, 2026August 11, 2026

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.

INTUITIVE SURGICAL INC

Report date August 10, 2026 · Filed August 11, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect179 Ending reported balance After 2026-08-11 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2026-08-10 · Sale · Disposed 400 · Balance 251

F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on May 15, 2027.

Row 2 · 2026-08-11 · Sale · Disposed 72 · Balance 179

F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on May 15, 2027.

Filing footnotes · ownership attribution and instrument terms

F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on May 15, 2027.

Past disclosures · reporting ended (1)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

Allakos Inc.

Report date May 15, 2025 · Filed May 15, 2025

Section 16 reporting ended · disclosed 2025-05-15. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.34 · Expires 2032-07-21Direct0 Reported balance After 2025-05-15 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2025-05-15 · Disposition to issuer · Disposed 233,177 · Balance 0

F1: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.81 · Expires 2033-05-25Direct0 Reported balance After 2025-05-15 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2025-05-15 · Disposition to issuer · Disposed 86,762 · Balance 0

F1: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.42 · Expires 2034-05-24Direct0 Reported balance After 2025-05-15 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2025-05-15 · Disposition to issuer · Disposed 41,000 · Balance 0

F1: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Filing footnotes · ownership attribution and instrument terms

F1: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Transaction history

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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
August 11, 2026 Filed Aug 11, 2026 21:55 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 72 $393.10 $28,303.20
Disclosure

SEC source: 0001781750-26-000006 · edgardoc.xml · nonDerivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 179

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on May 15, 2027.

Read SEC document
August 10, 2026 Filed Aug 11, 2026 21:55 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 400 $379.00 $151,600.00
Disclosure

SEC source: 0001781750-26-000006 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 251

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on May 15, 2027.

Read SEC document
April 30, 2026 Filed May 1, 2026 00:56 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units - 4-30-2026 · Derivative 554 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781750-26-000004 · edgardoc.xml · derivative · entry 3

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 554

Underlying: Common Stock · 554 shares

Expires not disclosed

F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 30, 2026 Filed May 1, 2026 00:56 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 531 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001781750-26-000004 · edgardoc.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 531 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.

F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 30, 2026 Filed May 1, 2026 00:56 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 531 $0.00 $0.00
Disclosure

SEC source: 0001781750-26-000004 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 651

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.

Read SEC document
April 29, 2026 Filed Apr 29, 2026 21:38 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 119 $463.50 $55,156.50
Disclosure

SEC source: 0001781750-26-000002 · edgardoc.xml · nonDerivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 120

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2027.

Read SEC document
April 28, 2026 Filed Apr 29, 2026 21:38 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 500 $473.46 $236,730.00
Disclosure

SEC source: 0001781750-26-000002 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 239

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2027.

Read SEC document
September 04, 2025 Filed Sep 4, 2025 22:55 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 335 $440.69 $147,631.15
Disclosure

SEC source: 0001035267-25-000203 · edgardoc.xml · nonDerivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 739

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 4, 2026.

Read SEC document
September 03, 2025 Filed Sep 4, 2025 22:55 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 336 $470.11 $157,956.96
Disclosure

SEC source: 0001035267-25-000203 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,074

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 4, 2026.

Read SEC document
May 15, 2025 Filed May 15, 2025 20:04 UTC Allakos Inc. ALLK · Entity 79644 Disposition to issuerStock Option (right to buy) · Derivative 41,000 $0.00 Strike: $1.42 $0.00
Disclosure

SEC source: 0001104659-25-049398 · tm2514731-5_4seq1.xml · derivative · entry 3

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 41,000 shares

Expires 2034-05-24

F1 · derivative.exercise_date: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Read SEC document
May 15, 2025 Filed May 15, 2025 20:04 UTC Allakos Inc. ALLK · Entity 79644 Disposition to issuerStock Option (right to buy) · Derivative 86,762 $0.00 Strike: $4.81 $0.00
Disclosure

SEC source: 0001104659-25-049398 · tm2514731-5_4seq1.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 86,762 shares

Expires 2033-05-25

F1 · derivative.exercise_date: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Read SEC document
May 15, 2025 Filed May 15, 2025 20:04 UTC Allakos Inc. ALLK · Entity 79644 Disposition to issuerStock Option (right to buy) · Derivative 233,177 $0.00 Strike: $4.34 $0.00
Disclosure

SEC source: 0001104659-25-049398 · tm2514731-5_4seq1.xml · derivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 233,177 shares

Expires 2032-07-21

F1 · derivative.exercise_date: This option was cancelled without consideration pursuant to the terms of that certain Agreement and Plan of Merger, dated April 1, 2025, by and among the Issuer, Concentra Biosciences, LLC and Concentra Merger Sub III, Inc.

Read SEC document
May 01, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units · Derivative 531 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 16

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 531

Underlying: Common Stock · 531 shares

Expires not disclosed

F4 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F4 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,709 $0.00 Strike: $295.92 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 15

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,709 shares

Expires 2030-04-26

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,671 $0.00 Strike: $286.55 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 14

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,671 shares

Expires 2031-04-22

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,448 $0.00 Strike: $243.26 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 13

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,448 shares

Expires 2029-04-27

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 1,650 $0.00 Strike: $171.20 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 12

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,650 shares

Expires 2029-08-02

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 2,298 $0.00 Strike: $171.07 $0.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · derivative · entry 11

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,298 shares

Expires 2030-04-23

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F3 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 1,709 $505.55 $863,977.94
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 10

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,410

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $502.49 to $509.99 as follows: 1,758 shares sold at $502.49 to $503.39; 1,542 shares sold at $503.81 to $504.79; 1,951 shares sold at $504.83 to $505.77; 1,845 shares sold at $505.88 to $506.53; 610 shares sold at $506.90 to $507.84; and 1,070 shares sold at $509.99. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 1,709 $295.92 $505,727.28
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 9

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,119

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 1,650 $505.55 $834,150.74
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 8

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,410

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $502.49 to $509.99 as follows: 1,758 shares sold at $502.49 to $503.39; 1,542 shares sold at $503.81 to $504.79; 1,951 shares sold at $504.83 to $505.77; 1,845 shares sold at $505.88 to $506.53; 610 shares sold at $506.90 to $507.84; and 1,070 shares sold at $509.99. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 1,650 $171.20 $282,480.00
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 7

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,060

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 2,298 $505.55 $1,161,744.48
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 6

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,410

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $502.49 to $509.99 as follows: 1,758 shares sold at $502.49 to $503.39; 1,542 shares sold at $503.81 to $504.79; 1,951 shares sold at $504.83 to $505.77; 1,845 shares sold at $505.88 to $506.53; 610 shares sold at $506.90 to $507.84; and 1,070 shares sold at $509.99. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 2,298 $171.07 $393,126.44
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 5

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,708

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 1,671 $505.55 $844,767.20
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 4

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,410

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $502.49 to $509.99 as follows: 1,758 shares sold at $502.49 to $503.39; 1,542 shares sold at $503.81 to $504.79; 1,951 shares sold at $504.83 to $505.77; 1,845 shares sold at $505.88 to $506.53; 610 shares sold at $506.90 to $507.84; and 1,070 shares sold at $509.99. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 1,671 $286.55 $478,830.56
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 3

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,081

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 1,448 $505.55 $732,030.46
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 1,410

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $502.49 to $509.99 as follows: 1,758 shares sold at $502.49 to $503.39; 1,542 shares sold at $503.81 to $504.79; 1,951 shares sold at $504.83 to $505.77; 1,845 shares sold at $505.88 to $506.53; 610 shares sold at $506.90 to $507.84; and 1,070 shares sold at $509.99. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

Read SEC document
April 30, 2025 Filed May 2, 2025 00:24 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 1,448 $243.26 $352,240.48
Disclosure

SEC source: 0001035267-25-000137 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,858

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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on January 29, 2026.

Read SEC document
April 25, 2025 Filed Apr 25, 2025 18:23 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 739 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-25-000119 · edgardoc.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 739 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.

F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

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April 25, 2025 Filed Apr 25, 2025 18:23 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 739 $0.00 $0.00
Disclosure

SEC source: 0001035267-25-000119 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,410

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.

Read SEC document
January 28, 2025 Filed Jan 29, 2025 01:37 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 150 $566.60 $84,990.00
Disclosure

SEC source: 0001035267-25-000010 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 671

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on July 25, 2025.

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September 13, 2024 Filed Sep 16, 2024 16:30 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 450 $490.28 $220,626.00
Disclosure

SEC source: 0001035267-24-000237 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 821

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on July 25, 2025.

Read SEC document
May 24, 2024 Filed May 29, 2024 20:05 UTC Allakos Inc. ALLK · Entity 79644 GrantStock Option (Right to buy) · Derivative 41,000 $0.00 Strike: $1.42 $0.00
Disclosure

SEC source: 0000950170-24-065912 · ownership.xml · derivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,000

Underlying: Common Stock · 41,000 shares

Expires 2034-05-24

F1 · derivative.exercise_date: The option vests as to 100% of the shares on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next Annual Meeting of stockholders that occurs following the grant, subject to the Reporting Person continuing as a service provider through each such date.

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April 25, 2024 Filed Apr 26, 2024 20:12 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units · Derivative 739 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000155 · edgardoc.xml · derivative · entry 3

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 739

Underlying: Common Stock · 739 shares

Expires not disclosed

F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 20:12 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 569 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000155 · edgardoc.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 569 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.

F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 20:12 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 569 $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000155 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,271

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.

Read SEC document
September 14, 2023 Filed Sep 15, 2023 20:39 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 500 $305.68 $152,840.00
Disclosure

SEC source: 0001035267-23-000186 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 702

F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 14, 2024.

Read SEC document
May 25, 2023 Filed May 30, 2023 22:00 UTC Allakos Inc. ALLK · Entity 79644 GrantStock Option (Right to buy) · Derivative 86,762 $0.00 Strike: $4.81 $0.00
Disclosure

SEC source: 0001209191-23-032968 · doc4.xml · derivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,762

Underlying: Common Stock · 86,762 shares

Expires 2033-05-25

F1 · derivative.exercise_date: The option vests as to 100% of the shares on the earlier of (i) the one-year anniversary of the date of grant or (ii) the date of the Issuer's next Annual Meeting of stockholders that occurs following the grant, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 23:09 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units · Derivative 569 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-23-000122 · edgardoc.xml · derivative · entry 4

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 569

Underlying: Common Stock · 569 shares

Expires not disclosed

F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 23:09 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 482 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-23-000122 · edgardoc.xml · derivative · entry 3

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 482 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.

F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 23:09 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantNon-Qualified Stock Option (right to buy) · Derivative 1,709 $0.00 Strike: $295.92 $0.00
Disclosure

SEC source: 0001035267-23-000122 · edgardoc.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,709

Underlying: Common Stock · 1,709 shares

Expires 2030-04-26

F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 27, 2023 Filed Apr 28, 2023 23:09 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 482 $0.00 $0.00
Disclosure

SEC source: 0001035267-23-000122 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,202

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.

Read SEC document
August 15, 2022 Filed Aug 17, 2022 21:15 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 600 $237.03 $142,218.00
Disclosure

SEC source: 0001035267-22-000140 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 720

F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 14, 2023.

Read SEC document
July 21, 2022 Filed Jul 25, 2022 23:11 UTC Allakos Inc. ALLK · Entity 79644 GrantStock Option (Right to buy) · Derivative 233,177 $0.00 Strike: $4.34 $0.00
Disclosure

SEC source: 0001209191-22-043147 · doc4.xml · derivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 233,177

Underlying: Common Stock · 233,177 shares

Expires 2032-07-21

F1 · derivative.exercise_date: The option vests as to one thirty-sixth (1/36) of the shares monthly over a three year period, subject to the Reporting Person continuing as a service provider through each such date.

Read SEC document
April 28, 2022 Filed May 2, 2022 15:38 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units · Derivative 482 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-22-000112 · edgardoc.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 482

Underlying: Common Stock · 482 shares

Expires not disclosed

F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F3 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the grant date or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

Read SEC document
April 28, 2022 Filed May 2, 2022 15:38 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantNon-Qualified Stock Option (right to buy) · Derivative 1,448 $0.00 Strike: $243.26 $0.00
Disclosure

SEC source: 0001035267-22-000112 · edgardoc.xml · derivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,448

Underlying: Common Stock · 1,448 shares

Expires 2029-04-27

F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer.

Read SEC document
April 22, 2022 Filed Apr 26, 2022 16:37 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 555 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001567619-22-008944 · doc1.xml · derivative · entry 2

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 555 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.

F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of the Stockholders, subject to the Reporting Person's continued service.

F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of the Stockholders, subject to the Reporting Person's continued service.

F1 · balance_after: On October 5, 2021, the common stock equity grants of Intuitive Surgical split 3-for-1, resulting in the Reporting Person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock grants to decrease to 1/3rd of the original grant price.

Read SEC document
April 22, 2022 Filed Apr 26, 2022 16:37 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 555 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-008944 · doc1.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,320

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 · balance_after: On October 5, 2021, the common stock equity grants of Intuitive Surgical split 3-for-1, resulting in the Reporting Person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock grants to decrease to 1/3rd of the original grant price.

Read SEC document
July 23, 2021 Filed Jul 26, 2021 23:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 128 $971.64 $124,369.92
Disclosure

SEC source: 0001035267-21-000125 · edgardoc.xml · nonDerivative · entry 1

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 255

F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 13, 2022.

Read SEC document
April 22, 2021 Filed Apr 26, 2021 19:00 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantRestricted Stock Units · Derivative 185 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-21-000085 · edgardoc.xml · derivative · entry 4

Ladd Amy L · CIK 0001781750 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 185

Underlying: Common Stock · 185 shares

Expires not disclosed

F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.

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.