Johnson Amal M

Director Johnson Amal M sold 4,635 shares of ISRG at $566.60 for $2,626,191.00, reducing holdings by 27.4%.

Johnson Amal M sold 4,635 shares at $566.60 on 2025-01-28, a material reduction of 27.4% from pre-transaction holdings of 16,910 shares, leaving 12,275 shares. The sale occurred near the 52-week high of $610.45 (currently trading at $574.14, -6.0% from peak). His prior three sales at ISRG produced mixed 90-day outcomes: +15.9%, +0.8%, and +27.2%, with none falling into negative territory (0 of 3 prior sells were well-timed). The current stock is up 7.3% over 30 days and 11.8% over 90 days. ISRG trades at a P/E of 91.13 with strong fundamentals—14.5% annual revenue growth and $2.0B quarterly revenue—but the valuation is notably elevated. This sale is the most substantial proportional reduction in his holdings in at least three prior transactions at this ticker, warranting observer attention to whether this signals reassessment of position sizing despite the company's solid growth trajectory.

Director Johnson Amal M sold 7,298 shares of Essex Property Trust (ESS) at $316.31, reducing holdings by 73.8%

Johnson Amal M, a director of Essex Property Trust, executed a substantial sale of 7,298 shares at $316.31 on September 17, 2024, reducing his shareholdings from 9,883 shares to 2,585 shares—a 73.8% reduction in position size. The sale occurred at a price very close to the stock's 52-week high of $315.15, with the stock currently trading at $312.42. Notably, across his broader cross-ticker trade history, the insider's prior 3 sales had an average 90-day return of +14.0%, indicating the stock generally continued upward after his prior sales; his 90-day well-timed rate of 0.00% confirms this pattern of selling before subsequent gains. The transaction represents a material reduction in director-level exposure to the company despite Essex posting solid fundamentals—$442.4M in latest quarterly revenue and $99.0M in net income with 3.9% annual revenue growth—though the elevated P/E of 36.63 reflects market pricing expectations.

Director Johnson Amal M sold 2,943 shares of ISRG at $443.30 on 2024-08-01 for $1,304,631.90; post-sale holdings 12,275 shares.

Johnson sold approximately 19.3% of his ISRG holdings at $443.30, reducing his position from 15,218 to 12,275 shares. The transaction occurred near the 52-week high of $461.12, with the stock currently at $438.00. His prior two sales at ISRG (2024-01-26 and 2023-11-16) showed mixed timing outcomes: the January sale preceded a 5.3% 30-day gain, and the November sale preceded an 8.1% 30-day gain followed by a 27.2% 90-day gain—both cases where the stock rose after the sale, indicating neither was well-timed at the 90-day mark. The current sale's position near recent highs and the pattern of prior ISRG sales followed by stock appreciation warrant monitoring to see whether this sale precedes a pullback or if the stock continues to ascend.