IP Library Granted Patent US 12,697,147
Granted Patent B2
US 12,697,147 · App. 19/341,930 · Granted Aug 4, 2026

Method of assembling a pivotable bone anchor assembly with independent locking by insert side compressing member

Inventors: Roger P. Jackson (Prairie Village, KS); James L. Surber (Kansas City, KS)
A61B17/7037A61B17/7005A61B17/7008A61B17/702A61B17/7032A61B17/7038A61B17/7082A61B17/7091A61B17/864A61B2017/567A61B2017/681A61B2090/0808Y10T29/49826
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Quick Facts
Patent No.
US 12,697,147
App. No.
19/341,930
Filed
Sep 26, 2025
Granted
Aug 4, 2026
Kind
B2
Art Unit
3773
USPC
606/305
Abstract

A method of assembling a pivotal bone anchor assembly includes positioning a capture portion of a bone anchor and an insert within a central bore of a receiver, with the receiver having upstanding arms defining an open channel for receiving a rod, a cavity for receiving the bone anchor, and with at least one upstanding arm configured to slidably receive an insert compressing member in a direction parallel with a longitudinal axis of the receiver. The method also includes pressing continuously downward on the insert with the insert compressing member until the insert contacts the capture portion of the bone anchor to establish a pressable and releasable locking engagement of the bone anchor with respect to the receiver that is independent of a closure top. The method further includes positioning the elongate rod within the open channel of the receiver, followed by securing the closure top to a guide and advancement structure of the receiver above the elongate rod to establish a final locked configuration of the elongate rod and the pivotal bone anchor assembly, followed by slidably removing the insert compressing member from the receiver.

Claims (30)

1 . A method of assembling a pivotal bone anchor assembly intended for independent locking with a vertically-translating insert compressing member prior to securing an elongate rod to a bone of a patient; the method comprising:

positioning a capture portion of a bone anchor and an insert within a central bore of a receiver, the receiver comprising a longitudinal axis, a base, and a pair of upstanding arms extending upwardly from the base with opposed interior surfaces defining an open channel configured for receiving the elongate rod, the opposed interior surfaces of the upstanding arms having a guide and advancement structure formed thereon, the base including a receiver cavity in communication with a bottom of the receiver through a lower opening and with the open channel to define the central bore centered about the longitudinal axis, the receiver cavity configured to receive the bone anchor, and at least one of the upstanding arms configured to slidably receive the insert compressing member, the bone anchor comprising the capture portion with a spherical outer surface and an anchor portion configured for fixation to the bone, the capture portion configured to be pivotally disposed within the receiver cavity with the bone anchor extending downward through the lower opening, the insert being positioned within the central bore of the receiver above the capture portion of the bone anchor;

pressing continuously downward on the insert with the insert compressing member in a direction parallel with the longitudinal axis until the insert comes into a compressive contact with the spherical outer surface of the capture portion of the bone anchor so as to establish a pressable and releasable locking engagement of the bone anchor with respect to the receiver independent of a closure top;

with the insert compressing member in a downward compression position, positioning the elongate rod within the open channel of the receiver;

securing the closure top to the guide and advancement structure of the receiver above the elongate rod to establish a final locked configuration of the elongate rod and the pivotal bone anchor assembly; and

with the closure top maintaining the elongate rod and pivotal bone anchor assembly together in the final locked configuration, slidably removing the insert compressing member from the receiver in the direction parallel with the longitudinal axis.

2 . The method of claim 1 , wherein the insert comprises a center opening and upward facing engagement surfaces positioned radially outward from the center opening configured for engagement by the insert compressing member.

3 . The method of claim 1 , wherein positioning the insert within the central bore of the receiver further comprises top loading the insert into the central bore of the receiver.

4 . The method of claim 3 , wherein positioning the insert within the central bore of the receiver further comprises positioning the insert into a first position within the central bore and then rotating the insert about the longitudinal axis of the receiver to a second position prior to the engagement and downward compression by the insert compressing member.

5 . The method of claim 1 , wherein the upstanding arms of the receiver further comprise a top surface, opposite front and back surfaces, and opposite outer side surfaces, and

wherein the outer side surface of each upstanding arm includes at least one horizontally-elongated upper tool engaging groove spaced an equal and symmetrical distance below the top surface and extending to at least one of the front and back surfaces.

6 . The method of claim 5 , wherein the receiver further comprises at least one vertical tool-engaging groove configured to slidably receive the insert compressing member, the vertical tool-engaging groove being formed into an outer side surface of the at least one upstanding arm and extending downward from the top surface through to a level below the at least one upper tool engaging groove.

7 . The method of claim 1 , wherein the insert is further configured to be held in place within the central bore of the receiver by at least one inwardly projecting structure formed into the opposed interior surfaces of the upstanding arms below the guide and advancement structure.

8 . The method of claim 1 , wherein the outer engagement surfaces of the insert are configured to remain uncovered by the elongate rod or by the closure top when the elongate rod is received within the open channel of the receiver and locked with the closure top.

9 . The method of claim 1 , wherein the insert has a center opening configured to allow passage of a driving tool therethrough, and the method further comprises engaging an internal drive aperture formed in the capture portion of the bone anchor with the driving tool.

10 . A method of assembling a pivotal bone anchor assembly intended for independent locking prior to securing an elongate rod to a bone of a patient; the method comprising:

positioning a capture portion of a bone anchor and an insert within a central bore of a receiver, the receiver comprising a longitudinal axis, a base, and a pair of upstanding arms extending upwardly from the base with opposed interior surfaces defining an open channel configured for receiving the elongate rod, the opposed interior surfaces of the upstanding arms having a guide and advancement structure formed thereon, the base including a receiver cavity in communication with a bottom of the receiver through a lower opening and with the open channel to define the central bore centered about the longitudinal axis, the receiver cavity configured to receive the bone anchor, and at least one of the upstanding arms configured to slidably receive an insert compressing member, the bone anchor comprising the capture portion with a spherical outer surface and an anchor portion configured for fixation to the bone, the capture portion configured to be pivotally disposed within the receiver cavity with the bone anchor extending downward through the lower opening, the insert being positioned within the central bore of the receiver above the capture portion of the bone anchor;

pressing continuously downward on the insert with the insert compressing member until the insert comes into contact with the spherical outer surface of the capture portion of the bone anchor so as to establish locking engagement of the bone anchor with respect to the receiver independent of a closure top;

with the insert compressing member in a downward compression position, positioning the elongate rod within the open channel of the receiver;

securing the closure top to the guide and advancement structure of the receiver above the elongate rod to establish a final locked configuration of the elongate rod and the pivotal bone anchor assembly; and

slidably removing the insert compressing member from the receiver.

11 . The method of claim 10 , wherein the insert comprises a center opening and upward facing engagement surfaces positioned radially outward from the center opening configured for engagement by the insert compressing member.

12 . The method of claim 10 , wherein positioning the insert within the central bore of the receiver further comprises top loading the insert into the central bore of the receiver.

13 . The method of claim 12 , wherein positioning the insert within the central bore of the receiver further comprises positioning the insert into a first position within the central bore and then rotating the insert about the longitudinal axis of the receiver to a second position prior to the engagement and downward compression by the insert compressing member.

14 . The method of claim 10 , wherein the upstanding arms of the receiver further comprise a top surface, opposite front and back surfaces, and opposite outer side surfaces, and

wherein the outer side surface of each upstanding arm includes at least one horizontally-elongated upper tool engaging groove spaced an equal and symmetrical distance below the top surface and extending to at least one of the front and back surfaces.

15 . The method of claim 14 , wherein the receiver further comprises at least one vertical tool-engaging groove configured to slidably receive the insert compressing member, the vertical tool-engaging groove being formed into an outer side surface of the at least one upstanding arm and extending downward from the top surface through to a level below the at least one upper tool engaging groove.

16 . The method of claim 10 , wherein the insert is further configured to be held in place within the central bore of the receiver by at least one inwardly projecting structure formed into the opposed interior surfaces of the upstanding arms below the guide and advancement structure.

17 . The method of claim 10 , wherein the outer engagement surfaces of the insert are configured to remain uncovered by the elongate rod or by the closure top when the elongate rod is received within the open channel of the receiver and locked with the closure top.

18 . The method of claim 10 , wherein the insert has a center opening configured to allow passage of a driving tool therethrough, and the method further comprises engaging an internal drive aperture formed in the capture portion of the bone anchor with the driving tool.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 26, 2025
From: SURBER, JAMES L.
To: JACKSON, ROGER P.
Reel/Frame 072393/0001 →
Continuity (37)
Division 18462275 · Sep 6, 2023
Continuation 17933430 · Sep 19, 2022
Continuation 17473060 · Sep 13, 2021
Continuation 17129281 · Dec 21, 2020
Continuation 16227382 · Dec 20, 2018
Continuation 15878542 · Jan 24, 2018
Continuation In Part 15338817 · Oct 31, 2016
Continuation 13573874 · Oct 10, 2012
Continuation In Part 13573516 · Sep 19, 2012
Continuation In Part 13573303 · Sep 7, 2012
Continuation In Part 13506365 · Apr 13, 2012
Continuation In Part 13374439 · Dec 29, 2011
Continuation In Part 13373289 · Nov 9, 2011
Continuation In Part 12924802 · Oct 5, 2010
Continuation In Part 12802849 · Jun 15, 2010
Provisional Application 61627374 · Oct 11, 2011
Provisional Application 61626250 · Sep 23, 2011
Provisional Application 61573508 · Sep 7, 2011
Provisional Application 61517088 · Apr 13, 2011
Provisional Application 61463037 · Feb 11, 2011
Provisional Application 61460234 · Dec 29, 2010
Provisional Application 61460267 · Dec 29, 2010
Provisional Application 61456649 · Nov 10, 2010
Provisional Application 61403915 · Sep 23, 2010
Provisional Application 61403696 · Sep 20, 2010
Provisional Application 61402959 · Sep 8, 2010
Provisional Application 61400504 · Jul 29, 2010
Provisional Application 61398807 · Jul 1, 2010
Provisional Application 61396390 · May 26, 2010
Provisional Application 61395752 · May 17, 2010
Provisional Application 61395564 · May 14, 2010
Provisional Application 61343737 · May 3, 2010
Provisional Application 61336911 · Jan 28, 2010
Provisional Application 61278240 · Oct 5, 2009
Provisional Application 61270754 · Jul 13, 2009
Provisional Application 61268708 · Jun 15, 2009
Related Publication 20260026846A1 · Jan 29, 2026
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