ISRG Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.90%

Insider Buying (Last 12 Months): $0.00

Insider Selling (Last 12 Months): $143,505,549.81

Intuitive Surgical Insider Trading History Chart

Intuitive Surgical Share Price & Price History

^$518.86

▼ -2.29 (-0.44%)

As of 10/21/2024 01:00 AM ET

Days: 30 | 90 | 365

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Intuitive Surgical Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
9/13/2024	Amy L. Ladd	Director	Sell	450	$490.28	$220,626.00	821
9/12/2024	Mark Brosius	Insider	Sell	2,115	$491.91	$1,040,389.65	295
9/10/2024	Robert DeSantis	EVP	Sell	238	$477.50	$113,645.00	5,506
9/9/2024	Gary Loeb	General Counsel	Sell	300	$475.00	$142,500.00	1,595
8/29/2024	Robert DeSantis	EVP	Sell	188	$482.21	$90,655.48	5,506
8/26/2024	Robert DeSantis	EVP	Sell	396	$486.88	$192,804.48	5,506
8/23/2024	Henry L. Charlton	SVP	Sell	40,243	$486.84	$19,591,902.12	3,001
8/12/2024	Robert DeSantis	EVP	Sell	240	$464.76	$111,542.40	5,506
8/1/2024	Amal M. Johnson	Director	Sell	2,943	$443.30	$1,304,631.90	12,275
7/29/2024	Robert DeSantis	EVP	Sell	376	$446.60	$167,921.60	5,506
7/26/2024	Robert DeSantis	EVP	Sell	1,413	$438.60	$619,741.80	5,506
7/23/2024	Craig H. Barratt	Director	Sell	1,400	$458.13	$641,382.00
7/23/2024	Myriam Curet	EVP	Sell	2,818	$458.13	$1,291,010.34	298
6/12/2024	Craig H. Barratt	Director	Sell	1,400	$421.06	$589,484.00
6/10/2024	Robert DeSantis	EVP	Sell	239	$416.60	$99,567.40	5,506
6/5/2024	Craig H. Barratt	Director	Sell	1,400	$411.00	$575,400.00
6/3/2024	Craig H. Barratt	Director	Sell	2,496	$402.89	$1,005,613.44
5/28/2024	Robert DeSantis	EVP	Sell	584	$404.41	$236,175.44	5,506
5/17/2024	Mark Brosius	SVP	Sell	63	$396.19	$24,959.97	295
5/15/2024	Mark Brosius	SVP	Sell	175	$387.22	$67,763.50	533
5/13/2024	Mark Brosius	SVP	Sell	175	$389.16	$68,103.00	883
5/13/2024	Robert DeSantis	EVP	Sell	284	$389.16	$110,521.44	5,506
5/10/2024	Robert DeSantis	EVP	Sell	239	$385.55	$92,146.45	5,507
5/3/2024	Mark J Rubash	Director	Sell	1,709	$380.00	$649,420.00	16,051
4/29/2024	Robert DeSantis	EVP	Sell	376	$375.39	$141,146.64	5,507
4/26/2024	Robert DeSantis	EVP	Sell	1,498	$369.92	$554,140.16	5,507
4/23/2024	Alan J. Levy	Director	Sell	2,000	$370.70	$741,400.00	25,319
4/23/2024	Myriam Curet	EVP	Sell	5,318	$370.66	$1,971,169.88	298
3/15/2024	Fredrik Widman	VP	Sell	5,041	$397.07	$2,001,629.87	110
3/11/2024	Robert DeSantis	EVP	Sell	329	$390.16	$128,362.64	5,507
3/8/2024	Robert DeSantis	EVP	Sell	20,296	$393.80	$7,992,564.80	5,507
3/7/2024	Mark Brosius	SVP	Sell	196	$393.30	$77,086.80	1,450
3/5/2024	Mark Brosius	SVP	Sell	196	$400.00	$78,400.00	1,842
3/1/2024	Myriam Curet	EVP	Sell	1,605	$383.48	$615,485.40	298
2/28/2024	Marshall Mohr	VP	Sell	108,790	$385.08	$41,892,853.20	26,877
2/16/2024	Mark Brosius	SVP	Sell	32	$378.29	$12,105.28	709
2/14/2024	Mark Brosius	SVP	Sell	30	$380.09	$11,402.70	771
2/12/2024	Mark Brosius	SVP	Sell	30	$386.09	$11,582.70	831
2/12/2024	Myriam Curet	EVP	Sell	481	$386.09	$185,709.29	298
2/7/2024	David J. Rosa	President	Sell	80,710	$389.28	$31,418,788.80	163,399
2/1/2024	Mark Brosius	SVP	Sell	39	$378.41	$14,757.99	448
1/29/2024	Gary S. Guthart	CEO	Sell	24,325	$376.06	$9,147,659.50	9,425
1/26/2024	Alan J. Levy	Director	Sell	2,000	$370.20	$740,400.00	25,319
1/26/2024	Myriam Curet	EVP	Sell	4,318	$370.15	$1,598,307.70	189
11/16/2023	Amal M. Johnson	Director	Sell	9,567	$300.00	$2,870,100.00	11,706
11/16/2023	Myriam Curet	EVP	Sell	8,819	$300.00	$2,645,700.00	189
11/14/2023	Alan J. Levy	Director	Sell	2,000	$290.00	$580,000.00	25,319
11/14/2023	Robert DeSantis	EVP	Sell	867	$290.00	$251,430.00	7,259
10/26/2023	Gary S. Guthart	CEO	Sell	27,385	$260.11	$7,123,112.35	23,551
10/24/2023	Gary S. Guthart	CEO	Sell	4,960	$271.93	$1,348,772.80	29,840
10/24/2023	Robert DeSantis	EVP	Sell	1,110	$273.49	$303,573.90	7,259
9/14/2023	Amy L. Ladd	Director	Sell	500	$305.68	$152,840.00	702
8/7/2023	Alan J. Levy	Director	Sell	2,000	$310.00	$620,000.00	25,319
7/31/2023	Gary S. Guthart	CEO	Sell	4,960	$325.89	$1,616,414.40	32,320
7/28/2023	Gary S. Guthart	CEO	Sell	50,314	$326.76	$16,440,602.64	17,186
7/25/2023	Robert DeSantis	EVP	Sell	2,535	$323.26	$819,464.10	7,259
6/14/2023	Craig H. Barratt	Director	Sell	1,567	$322.78	$505,796.26
6/14/2023	Marshall Mohr	VP	Sell	11,250	$325.00	$3,656,250.00	24,136
6/14/2023	Robert DeSantis	EVP	Sell	2,443	$325.00	$793,975.00	7,259
4/28/2023	Mark J Rubash	Director	Sell	7,323	$300.00	$2,196,900.00	15,482
4/24/2023	David J. Rosa	EVP	Sell	40,764	$299.20	$12,196,588.80	155,712
4/21/2023	Fredrik Widman	VP	Sell	630	$297.87	$187,658.10	2,233
4/21/2023	Mark J Rubash	Director	Sell	1,683	$297.92	$501,399.36	15,000
4/21/2023	Myriam Curet	EVP	Sell	9,623	$299.76	$2,884,590.48	327
3/1/2023	Myriam Curet	EVP	Sell	1,253	$228.47	$286,272.91	1,950
2/16/2023	Fredrik Widman	VP	Sell	116	$240.77	$27,929.32	1,605
2/16/2023	Myriam Curet	EVP	Sell	1,124	$240.77	$270,625.48	327
2/13/2023	Marshall Mohr	VP	Sell	33,249	$245.61	$8,166,286.89	20,751
2/6/2023	David J. Rosa	EVP	Sell	45,025	$250.53	$11,280,113.25	125,385
1/27/2023	Robert DeSantis	EVP	Sell	1,629	$250.00	$407,250.00	6,769
11/8/2022	Amal M. Johnson	Director	Sell	6,375	$239.36	$1,525,920.00	11,224
11/1/2022	Myriam Curet	EVP	Sell	8,000	$250.06	$2,000,480.00	217
10/21/2022	Gary S. Guthart	CEO	Sell	44,203	$210.84	$9,319,760.52	23,297
10/21/2022	Myriam Curet	EVP	Sell	8,000	$209.78	$1,678,240.00	217
9/8/2022	Amal M. Johnson	Director	Sell	6,375	$210.76	$1,343,595.00	11,224
8/3/2022	Amal M. Johnson	Director	Sell	6,375	$238.04	$1,517,505.00	11,224
7/27/2022	Myriam Curet	EVP	Sell	9,000	$225.00	$2,025,000.00	217
7/26/2022	Gary S. Guthart	CEO	Sell	79,412	$216.30	$17,176,815.60	54,607
4/26/2022	Myriam Curet	EVP	Sell	6,000	$252.51	$1,515,060.00	361
2/16/2022	Myriam Curet	EVP	Sell	2,478	$289.00	$716,142.00
1/25/2022	Robert DeSantis	EVP	Sell	1,410	$261.64	$368,912.40
11/24/2021	Amal M. Johnson	Director	Sell	7,500	$333.73	$2,502,975.00
10/25/2021	Marshall Mohr	CFO	Sell	20,475	$339.20	$6,945,120.00
10/22/2021	Alan J. Levy	Director	Sell	7,500	$339.64	$2,547,300.00
10/22/2021	Jamie Samath	SVP	Sell	1,503	$339.66	$510,508.98
10/22/2021	Myriam Curet	EVP	Sell	6,000	$339.64	$2,037,840.00

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SEC Filings (Institutional Ownership Changes) for Intuitive Surgical (NASDAQ:ISRG)

83.64% of Intuitive Surgical stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Intuitive Surgical Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
10/21/2024	Ledyard National Bank	435	$0.21M	0.0%	N/A	0.000%
10/21/2024	Venture Visionary Partners LLC	3,297	$1.62M	0.1%	-3.0%	0.001%
10/21/2024	Whittier Trust Co. of Nevada Inc.	23,180	$11.39M	0.3%	+157.3%	0.007%
10/21/2024	Whittier Trust Co.	42,549	$20.90M	0.3%	+361.3%	0.012%
10/21/2024	Western Financial Corp CA	2,567	$1.26M	0.7%	N/A	0.001%
10/21/2024	Courage Miller Partners LLC	438	$0.22M	0.1%	N/A	0.000%
10/21/2024	Northwest Investment Counselors LLC	121	$59K	0.0%	N/A	0.000%
10/21/2024	1858 Wealth Management LLC	3,584	$1.76M	1.4%	-12.0%	0.001%
10/21/2024	James Hambro & Partners LLP	244,809	$120.28M	5.0%	-2.0%	0.069%
10/21/2024	Toth Financial Advisory Corp	180	$88K	0.0%	+50.0%	0.000%
10/21/2024	Gilliland Jeter Wealth Management LLC	5,039	$2.48M	0.8%	+1.8%	0.001%
10/21/2024	Corundum Group Inc.	432	$0.21M	0.1%	N/A	0.000%
10/19/2024	Brown Lisle Cummings Inc.	1,596	$0.78M	0.2%	+17.7%	0.000%
10/19/2024	Godsey & Gibb Inc.	60	$29K	0.0%	+140.0%	0.000%
10/19/2024	Allspring Global Investments Holdings LLC	423,636	$208.12M	0.3%	-1.5%	0.119%
10/19/2024	Vest Financial LLC	2,232	$1.10M	0.0%	+202.4%	0.001%
10/19/2024	Lee Johnson Capital Management LLC	8,178	$4.02M	2.1%	N/A	0.002%
10/19/2024	Cyndeo Wealth Partners LLC	8,379	$4.12M	0.3%	+7.2%	0.002%
10/19/2024	Werba Rubin Papier Wealth Management	541	$0.27M	0.1%	+6.5%	0.000%
10/19/2024	CNB Bank	4,187	$2.06M	1.0%	-7.1%	0.001%
10/19/2024	Schaper Benz & Wise Investment Counsel Inc. WI	34,646	$17.02M	1.4%	-0.8%	0.010%
10/19/2024	Cedrus LLC	424	$0.21M	0.1%	N/A	0.000%
10/19/2024	New Century Financial Group LLC	699	$0.34M	0.1%	+23.7%	0.000%
10/18/2024	Resonant Capital Advisors LLC	1,526	$0.75M	0.1%	+8.5%	0.000%
10/18/2024	Veracity Capital LLC	598	$0.29M	0.1%	+6.4%	0.000%
10/18/2024	McBroom & Associates LLC	18,540	$9.11M	5.6%	+0.7%	0.005%
10/18/2024	Warren Street Wealth Advisors LLC	457	$0.23M	0.1%	N/A	0.000%
10/18/2024	Whitaker Myers Wealth Managers LTD.	965	$0.47M	0.2%	+5.6%	0.000%
10/18/2024	Chicago Capital LLC	31,575	$15.51M	0.4%	+8.0%	0.009%
10/18/2024	Ferguson Wellman Capital Management Inc.	767	$0.38M	0.0%	-9.8%	0.000%
10/18/2024	TriaGen Wealth Management LLC	4,389	$2.16M	0.7%	-48.4%	0.001%
10/18/2024	Meridiem Investment Management Ltd.	641,307	$315.07M	5.6%	-10.9%	0.181%
10/18/2024	Commonwealth Equity Services LLC	69,995	$34.39M	0.1%	+3.6%	0.020%
10/18/2024	Mitsubishi UFJ Asset Management UK Ltd.	1,600	$0.79M	0.4%	-69.8%	0.000%
10/18/2024	Raymond James & Associates	380,886	$187.12M	0.1%	+25.4%	0.107%
10/18/2024	Slow Capital Inc.	40,632	$19.96M	3.1%	+0.7%	0.011%
10/18/2024	Friedenthal Financial	104	$51K	0.0%	N/A	0.000%
10/18/2024	First Citizens Bank & Trust Co.	15,949	$7.84M	0.1%	-3.6%	0.004%
10/18/2024	Capital Investment Advisors LLC	778	$0.38M	0.0%	+7.3%	0.000%
10/18/2024	Blue Trust Inc.	3,733	$1.83M	0.0%	-9.9%	0.001%
10/18/2024	Mogy Joel R Investment Counsel Inc.	66,106	$32.48M	2.0%	+0.1%	0.019%
10/18/2024	Riverview Trust Co	421	$0.21M	0.2%	-7.9%	0.000%
10/18/2024	Moss Adams Wealth Advisors LLC	627	$0.31M	0.0%	+20.1%	0.000%
10/18/2024	KMG Fiduciary Partners LLC	14,228	$6.99M	0.6%	+1.0%	0.004%
10/18/2024	Net Worth Advisory Group	1,628	$0.80M	0.2%	N/A	0.000%
10/18/2024	Stratos Wealth Advisors LLC	6,095	$2.99M	0.1%	+2.7%	0.002%
10/17/2024	Stratos Wealth Partners LTD.	17,663	$8.68M	0.1%	+5.8%	0.005%
10/17/2024	Richard W. Paul & Associates LLC	1,397	$0.69M	0.2%	-17.0%	0.000%
10/17/2024	Strategic Advocates LLC	9,130	$4.49M	1.6%	-8.8%	0.003%
10/17/2024	Inspire Advisors LLC	2,761	$1.36M	0.2%	-14.3%	0.001%
10/17/2024	Trust Point Inc.	2,100	$1.03M	0.1%	+25.5%	0.001%
10/17/2024	Aaron Wealth Advisors LLC	2,437	$1.20M	0.1%	+28.0%	0.001%
10/17/2024	Stonegate Investment Group LLC	2,815	$1.38M	0.0%	+4.3%	0.001%
10/17/2024	Claro Advisors LLC	1,398	$0.69M	0.1%	+54.8%	0.000%
10/17/2024	V Square Quantitative Management LLC	3,523	$1.73M	0.3%	+15.9%	0.001%
10/17/2024	Howard Capital Management Group LLC	2,125	$1.04M	0.1%	+4.5%	0.001%
10/17/2024	LexAurum Advisors LLC	827	$0.41M	0.1%	-14.7%	0.000%
10/17/2024	Onyx Bridge Wealth Group LLC	818	$0.40M	0.1%	N/A	0.000%
10/17/2024	Sumitomo Mitsui DS Asset Management Company Ltd	59,746	$29.35M	0.3%	+5.3%	0.017%
10/17/2024	TruWealth Advisors LLC	426	$0.21M	0.0%	N/A	0.000%
10/16/2024	Trust Co. of Vermont	5,120	$2.52M	0.1%	+1.4%	0.001%
10/16/2024	Secure Asset Management LLC	1,534	$0.75M	0.1%	+6.0%	0.000%
10/16/2024	Trifecta Capital Advisors LLC	10,859	$5.34M	1.1%	+3.1%	0.003%
10/16/2024	Teamwork Financial Advisors LLC	34,828	$17.11M	2.4%	+0.6%	0.010%
10/16/2024	Bleakley Financial Group LLC	8,378	$4.12M	0.1%	-69.6%	0.002%
10/16/2024	Greenup Street Wealth Management LLC	547	$0.27M	0.1%	-14.3%	0.000%
10/16/2024	Global Retirement Partners LLC	10,756	$5.28M	0.2%	-2.9%	0.003%
10/16/2024	Good Life Advisors LLC	10,838	$5.32M	0.3%	+122.4%	0.003%
10/16/2024	nVerses Capital LLC	100	$49K	0.0%	-90.0%	0.000%
10/16/2024	Kowal Investment Group LLC	889	$0.44M	0.1%	+32.1%	0.000%
10/16/2024	Fulton Breakefield Broenniman LLC	1,362	$0.67M	0.0%	-6.6%	0.000%
10/16/2024	Physician Wealth Advisors Inc.	786	$0.38M	0.1%	-4.6%	0.000%
10/16/2024	Carderock Capital Management Inc.	22,063	$10.84M	2.6%	+2.3%	0.006%
10/16/2024	Wolff Wiese Magana LLC	1,145	$0.56M	0.4%	+2.7%	0.000%
10/16/2024	IQ EQ FUND MANAGEMENT IRELAND Ltd	1,681	$0.83M	0.1%	+4.0%	0.000%
10/16/2024	LaFleur & Godfrey LLC	2,079	$1.02M	0.1%	-1.0%	0.001%
10/16/2024	Transform Wealth LLC	5,006	$2.46M	0.2%	-2.1%	0.001%
10/16/2024	Vontobel Holding Ltd.	46,121	$22.66M	0.1%	-62.7%	0.013%
10/16/2024	Sumitomo Life Insurance Co.	22,993	$11.30M	0.2%	+9.3%	0.006%
10/16/2024	Sunpointe LLC	443	$0.22M	0.2%	N/A	0.000%
10/16/2024	SeaCrest Wealth Management LLC	1,940	$0.95M	0.1%	-2.1%	0.001%
10/16/2024	Safeguard Financial LLC	508	$0.25M	0.1%	N/A	0.000%
10/16/2024	Griffin Asset Management Inc.	419	$0.21M	0.0%	N/A	0.000%
10/16/2024	Jamison Private Wealth Management Inc.	3,908	$1.92M	0.3%	+6.3%	0.001%
10/16/2024	Opal Wealth Advisors LLC	487	$0.24M	0.1%	+15.7%	0.000%
10/16/2024	Asset Dedication LLC	275	$0.14M	0.0%	+19.0%	0.000%
10/16/2024	Capstone Wealth Management Group LLC	3,941	$1.94M	1.1%	-23.4%	0.001%
10/16/2024	Bourne Lent Asset Management Inc.	27,710	$13.61M	5.2%	-1.2%	0.008%
10/15/2024	First United Bank & Trust	3,641	$1.79M	0.6%	+2.2%	0.001%
10/15/2024	PFG Advisors	5,788	$2.84M	0.2%	-10.5%	0.002%
10/15/2024	Petredis Investment Advisors LLC	11,694	$5.75M	0.6%	+0.3%	0.003%
10/15/2024	Hutchens & Kramer Investment Management Group LLC	546	$0.27M	0.1%	-31.0%	0.000%
10/15/2024	Luts & Greenleigh Group Inc.	430	$0.21M	0.2%	N/A	0.000%
10/15/2024	Ullmann Wealth Partners Group LLC	1,329	$0.65M	0.1%	+1.6%	0.000%
10/15/2024	RDA Financial Network	8,269	$4.06M	1.3%	+1.2%	0.002%
10/15/2024	SWS Partners	2,240	$1.10M	0.4%	-33.8%	0.001%
10/15/2024	Swedbank AB	180,043	$88.45M	0.1%	+1.7%	0.051%
10/15/2024	Nova R Wealth Inc.	22,438	$11.02M	5.4%	-1.9%	0.006%
10/15/2024	Cornell Pochily Investment Advisors Inc.	1,240	$0.61M	0.2%	+2.1%	0.000%
10/11/2024	Creative Planning	68,881	$33.84M	0.0%	+9.3%	0.019%

Data available starting January 2016

Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System that enables complex surgery using a minimally invasive approach; and Ion endoluminal system, which extends its commercial offerings beyond surgery into diagnostic procedures enabling minimally invasive biopsies in the lung. It also provides a suite of stapling, energy, and core instrumentation for its multi-port da Vinci surgical systems; progressive learning pathways to support the use of its technology; infrastructure of service and support specialists, a complement of services to its customers, including installation, repair, maintenance, 24/7 technical support, and proactive system health monitoring; and integrated digital capabilities providing connected offerings, streamlining performance for hospitals with program-enhancing insights. The company sells its products through direct sales organizations, such as capital and clinical sales teams. It has a collaboration agreement with FluoGuide A/S for head & neck cancer. The company was incorporated in 1995 and is headquartered in Sunnyvale, California.

Today's Range

Now: $518.86

$514.55

$522.67

50 Day Range

MA: $483.85

$465.53

$521.15

52 Week Range

Now: $518.86

$254.85

$523.34

Volume

1,308,869 shs

Average Volume

1,477,745 shs

Market Capitalization

$184.04 billion

P/E Ratio

89.15

Dividend Yield

N/A

Beta

1.39

Who are the company insiders with the largest holdings of Intuitive Surgical?: Intuitive Surgical's top insider investors include:
David J Rosa (President)
David J Rosa (EVP)
Gary S Guthart (CEO)
Marshall Mohr (VP)
Alan J Levy (Director)
Mark J Rubash (Director)
Amal M Johnson (Director)
Robert Desantis (EVP)
Henry L Charlton (SVP)
Fredrik Widman (VP)
Myriam Curet (EVP)
Mark Brosius (SVP)
Gary Loeb (General Counsel)
Amy L Ladd (Director)
Mark Brosius (Insider)
Craig H Barratt (Director)
Learn More about top insider investors at Intuitive Surgical.
Who are the major institutional investors of Intuitive Surgical?: Intuitive Surgical's top institutional investors include:
Meridiem Investment Management Ltd. — 0.18%
Allspring Global Investments Holdings LLC — 0.12%
Raymond James & Associates — 0.11%
James Hambro & Partners LLP — 0.07%
Handelsbanken Fonder AB — 0.05%
Swedbank AB — 0.05%
Learn More about top institutional investors of Intuitive Surgical stock.
Which institutional investors are selling Intuitive Surgical stock?: In the last quarter, ISRG stock was sold by these institutional investors:
Meridiem Investment Management Ltd.
Vontobel Holding Ltd.
Artemis Investment Management LLP
Simplicity Wealth LLC
Bleakley Financial Group LLC
Covea Finance
Exchange Traded Concepts LLC
Factory Mutual Insurance Co.
During the last year, company insiders that have sold Intuitive Surgical company stock include:
David J Rosa (President)
David J Rosa (EVP)
Gary S Guthart (CEO)
Marshall Mohr (VP)
Alan J Levy (Director)
Mark J Rubash (Director)
Amal M Johnson (Director)
Robert Desantis (EVP)
Henry L Charlton (SVP)
Fredrik Widman (VP)
Myriam Curet (EVP)
Mark Brosius (SVP)
Gary Loeb (General Counsel)
Amy L Ladd (Director)
Mark Brosius (Insider)
Learn More investors selling Intuitive Surgical stock.
Which institutional investors are buying Intuitive Surgical stock?: In the last quarter, ISRG stock was bought by institutional investors including:
Raymond James & Associates
Handelsbanken Fonder AB
Whittier Trust Co.
Westwind Capital
Whittier Trust Co. of Nevada Inc.
UMB Bank n.a.
Fiduciary Alliance LLC
Lee Johnson Capital Management LLC