Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | EVP & Chief Medical Officer | March 10, 2026 | March 11, 2026 |
| Inspire Medical Systems, Inc.INSP · Entity 1186 | Director | April 30, 2026 | May 04, 2026 |
| Mobia Medical, Inc.MOBI · Entity 5669 | Director | July 30, 2026 | August 03, 2026 |
| NEKTAR THERAPEUTICSNKTR · Entity 4364 | Director | September 18, 2023 | September 21, 2023 |
| Stereotaxis, Inc.STXS · Entity 6577 | Director | July 01, 2026 | July 01, 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 March 10, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2026-03-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-10 · Exercise / conversion · Acquired 105 · Balance 105 F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on July 29, 2026. Row 2 · 2026-03-10 · Sale · Disposed 105 · Balance 0 F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on July 29, 2026. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $229.39 · Expires 2030-02-27 | Direct | 1,152 |
Reported balance
After 2026-03-10 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-03-10 · Exercise / conversion · Disposed 105 · Balance 1,152 F1: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on July 29, 2026. F2: 12.5% of the shares subject to the option vest on the six-month anniversary measured from February 10, 2023, and 1/48th of the total number of shares vest in forty-two (42) successive and equal monthly installments thereafter, subject to Reporting Person's continuous service to the Issuer through each such vesting date. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 409 |
Reported balance
Holding disclosure · report date 2026-03-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 409 |
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 July 29, 2026.
F2: 12.5% of the shares subject to the option vest on the six-month anniversary measured from February 10, 2023, and 1/48th of the total number of shares vest in forty-two (42) successive and equal monthly installments thereafter, subject to Reporting Person's continuous service to the Issuer through each such vesting date.
Inspire Medical Systems, Inc.
Report date April 30, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,927 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 3,562 · Balance 6,927 F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued service with the Issuer through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents an award of Restricted Stock Units ("RSUs"). Each RSU represents a contingent right to receive one share of common stock. The RSUs shall vest upon the earlier to occur of (a) the first anniversary of the date of grant or (b) the date that is immediately prior to the occurrence of a Change of Control (as defined in the Issuer's 2018 Incentive Award Plan), in each case subject to the Reporting Person's continued service with the Issuer through the applicable vesting date.
Mobia Medical, Inc.
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.18 · Expires 2036-07-30 | Direct | 19,740 |
Reported balance
After 2026-07-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-30 · Grant · Acquired 19,740 · Balance 19,740 F1: The stock option will vest in three substantially equal installments on the first three anniversaries of the grant date. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $11.18 · Expires 2036-07-30 | Direct | 15,960 |
Reported balance
After 2026-07-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-30 · Grant · Acquired 15,960 · Balance 15,960 F2: The stock option will fully vest at the 2027 Annual Meeting, consistent with the Non-Employee Director Compensation Policy. |
Filing footnotes · ownership attribution and instrument terms
F1: The stock option will vest in three substantially equal installments on the first three anniversaries of the grant date.
F2: The stock option will fully vest at the 2027 Annual Meeting, consistent with the Non-Employee Director Compensation Policy.
NEKTAR THERAPEUTICS
Report date September 18, 2023 · Filed September 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,418 |
Reported balance
After 2023-09-18 transaction · row 1
1 source rowRow 1 · 2023-09-18 · Sale · Disposed 4,359 · Balance 27,418 F1: Represents the number of shares required to be sold by the reporting person to cover tax obligations in connection with the vesting of certain RSUs held by the reporting person. This sale is mandated by the reporting person's previous election under the Issuer's equity incentive plans to require the satisfaction of tax obligations to be funded by a "sell to cover" transaction. |
| Stock OptionSEC Table II · derivative / convertible security · Conversion / exercise price $0.68 · Expires 2031-09-18 | Direct | 85,000 |
Reported balance
After 2023-09-19 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-09-19 · Grant · Acquired 85,000 · Balance 85,000 F2: This stock option vests in equal monthly installments over the one-year period beginning on September 19, 2023. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the number of shares required to be sold by the reporting person to cover tax obligations in connection with the vesting of certain RSUs held by the reporting person. This sale is mandated by the reporting person's previous election under the Issuer's equity incentive plans to require the satisfaction of tax obligations to be funded by a "sell to cover" transaction.
F2: This stock option vests in equal monthly installments over the one-year period beginning on September 19, 2023.
Stereotaxis, Inc.
Report date July 01, 2026 · Filed July 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 435,161 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Grant · Acquired 43,103 · Balance 435,161 F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents). |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of restricted share units. Each restricted share unit represents a right to receive one share of common stock. The restricted share units vest on the earliest to occur of (i) the fifth anniversary of the date of the award, (ii) the date on which the service of the director on the board of directors terminates, or (iii) a Change of Control (as defined in the award documents).
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 |
|---|---|---|---|---|---|---|
| May 27, 2015 Filed May 27, 2015 22:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $489.35 | $489,349.70 |
DisclosureSEC source: 0001035267-15-000054 · edgardoc.xml · nonDerivative · entry 2 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21 F1 · date: These options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on April 27, 2015. F2 · price: The average selling price for the transactions was $489.34965. The shares sold at: $486.00 - $486.99 = 51 shares; $487.00 to $487.99 = 219 shares; $488.00 - $488.99 = 30 shares; $489.00 - $489.99 = 300 shares; $490.00 - $490.99 = 400 shares. Read SEC document |
| May 27, 2015 Filed May 27, 2015 22:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,000 | $334.30 | $334,300.00 |
DisclosureSEC source: 0001035267-15-000054 · edgardoc.xml · nonDerivative · entry 1 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,021 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 28, 2015 Filed Apr 29, 2015 21:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 261 | $504.54 | $131,684.94 |
DisclosureSEC source: 0001035267-15-000049 · edgardoc.xml · nonDerivative · entry 2 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21 Read SEC document |
| April 07, 2015 Filed Apr 29, 2015 21:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 42 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000049 · edgardoc.xml · nonDerivative · entry 1 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 282 F1 · price: These shares were gifted to the Bryn Mawr. Read SEC document |
| April 07, 2015 Filed Dec 31, 2015 01:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 26 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000117 · edgardoc.xml · nonDerivative · entry 1 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 376 F1 · price: These shares were gifted to the United Methodist Church. F2 · balance_after: As of 12/30/15, the filer holds 115 shares of Intuitive Surgical stock. The amount listed on this filing was the amount of shares held on the date the gift took place. In addition, the Form 3 filed on February 5, 2015 indicated that the Filer held 63 shares when it should have indicated 183 shares. Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 20:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 417 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000025 · edgardoc.xml · derivative · entry 4 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 417 shares Expires 2018-02-18 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: Each Restricted Stock Unit, granted pursuant to the 2010 Employee Stock Option Plan, represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period of time. Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 20:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 156 | $512.86 | $80,006.16 |
DisclosureSEC source: 0001035267-15-000025 · edgardoc.xml · nonDerivative · entry 2 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 324 Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 20:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000025 · edgardoc.xml · nonDerivative · entry 1 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 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 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convect into common stock on the grant date on a one-for-one basis. On 2/18/15, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 20:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 1,733 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000025 · edgardoc.xml · derivative · entry 5 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,733 Underlying: Common Stock · 1,733 shares Expires 2019-02-17 F3 · derivative.exercise_date: Each Restricted Stock Unit, granted pursuant to the 2010 Employee Stock Option Plan, represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period of time. Read SEC document |
| February 17, 2015 Filed Feb 19, 2015 20:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,400 | $0.00 Strike: $514.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000025 · edgardoc.xml · derivative · entry 3 Myriam Curet · CIK 0001632901 · SVP & Chief Medical Officer · SVP & Chief Medical Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires 2025-02-17 F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. 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.