Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | August 10, 2026 | August 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 179 |
Ending reported balance
After 2026-08-11 transaction · row 2
2 source rows · reconciled sequenceRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.34 · Expires 2032-07-21 | Direct | 0 |
Reported balance
After 2025-05-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2033-05-25 | Direct | 0 |
Reported balance
After 2025-05-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 2034-05-24 | Direct | 0 |
Reported balance
After 2025-05-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 11, 2026 21:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 72 | $393.10 | $28,303.20 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 18:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 16:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 450 | $490.28 | $220,626.00 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.