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 |
|---|---|---|---|---|---|---|
| April 22, 2021 Filed Apr 26, 2021 19:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000085 · edgardoc.xml · derivative · entry 3 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 255 shares Expires 2021-04-23 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. 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. Read SEC document |
| April 22, 2021 Filed Apr 26, 2021 19:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 557 | $0.00 Strike: $859.66 | $0.00 |
DisclosureSEC source: 0001035267-21-000085 · edgardoc.xml · derivative · entry 2 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557 Underlying: Common Stock · 557 shares Expires 2031-04-22 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, 2021 Filed Apr 26, 2021 19:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000085 · edgardoc.xml · nonDerivative · entry 1 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383 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 |
| July 24, 2020 Filed Jul 27, 2020 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 55 | $665.13 | $36,582.15 |
DisclosureSEC source: 0001035267-20-000128 · edgardoc.xml · nonDerivative · entry 1 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on June 11, 2021. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 20:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000079 · edgardoc.xml · derivative · entry 4 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 Underlying: Common Stock · 255 shares Expires 2021-04-23 F3 · 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 as a director to the issuer. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 20:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 183 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000079 · edgardoc.xml · derivative · entry 3 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 183 shares Expires 2020-08-03 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. F3 · 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 as a director to the issuer. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 20:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 766 | $0.00 Strike: $513.22 | $0.00 |
DisclosureSEC source: 0001035267-20-000079 · edgardoc.xml · derivative · entry 2 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Underlying: Common Stock · 766 shares Expires 2030-04-23 F2 · 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 23, 2020 Filed Apr 27, 2020 20:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000079 · edgardoc.xml · nonDerivative · entry 1 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183 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: These shares were acquired from the vest and release of an RSU grant previously issued to the Filer. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 16:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 183 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000112 · edgardoc.xml · derivative · entry 2 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 183 Underlying: Common Stock · 183 shares Expires 2020-08-03 F1 · derivative.exercise_date: 100% of the grant will vest on the anniversary date of the grant or the next Annual Shareholders Meeting, whichever takes place first, provided however that vesting will cease on termination of the Director's service to the company. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 16:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 550 | $0.00 Strike: $513.60 | $0.00 |
DisclosureSEC source: 0001035267-19-000112 · edgardoc.xml · derivative · entry 1 Ladd Amy L · CIK 0001781750 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 550 Underlying: Common Stock · 550 shares Expires 2029-08-02 F1 · derivative.exercise_date: 100% of the grant will vest on the anniversary date of the grant or the next Annual Shareholders Meeting, whichever takes place first, provided however that vesting will cease on termination of the Director's service to the company. 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.