Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Astera Labs, Inc.ALAB · Entity 1853 | Director | October 01, 2026 | October 09, 2026 |
| INTEL CORPINTC · Entity 2799 | Director | July 30, 2026 | August 03, 2026 |
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | April 30, 2026 | May 01, 2026 |
| IonQ, Inc.IONQ · Entity 3350 | Director | August 26, 2024 | August 28, 2024 |
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.
Astera Labs, Inc.
Report date October 01, 2026 · Filed October 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,893 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 68 · Balance 6,893 F1: These shares represent an award of restricted stock units ("RSUs") granted on October 1, 2026, under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan in lieu of cash compensation for quarterly non-employee director retainer fees pursuant to the Reporting Person's election. The award provides that 100% of the RSUs will vest on the three-month anniversary of the Vesting Commencement Date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent an award of restricted stock units ("RSUs") granted on October 1, 2026, under the Astera Labs, Inc. 2024 Stock Option and Incentive Plan in lieu of cash compensation for quarterly non-employee director retainer fees pursuant to the Reporting Person's election. The award provides that 100% of the RSUs will vest on the three-month anniversary of the Vesting Commencement Date of August 15, 2026, subject to the Reporting Person's continuous service relationship with the Issuer through the applicable vesting date. Each RSU represents a contingent right to receive one share of the Issuer's common stock.
INTEL CORP
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,461 |
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 1,461 · Balance 1,461 F1: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock. F2: Unless earlier forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the earlier of May 13, 2027 (or next business date, if applicable), or the date of the 2027 Annual Stockholders' Meeting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit (RSU) represents the right to receive, following vesting, one share of Intel common stock.
F2: Unless earlier forfeited under the terms of the award, 100% of the RSUs vest and convert into common stock on the earlier of May 13, 2027 (or next business date, if applicable), or the date of the 2027 Annual Stockholders' Meeting.
INTUITIVE SURGICAL INC
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Indirectby Trust | 27,948 |
Reported balance
After 2026-04-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-04-30 · Exercise / conversion · Acquired 750 · Balance 27,948 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-30 · Exercise / conversion · Disposed 750 · Balance 0 F1: 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. |
| Restricted Stock Units - 4-30-2026SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 643 |
Reported balance
After 2026-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-30 · Grant · Acquired 643 · Balance 643 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
IonQ, Inc.
Report date August 26, 2024 · Filed August 28, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 61,700 |
Reported balance
After 2024-08-26 transaction · row 1
1 source rowRow 1 · 2024-08-26 · Exercise / conversion · Acquired 32,050 · Balance 61,700 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.72 · Expires 2032-05-25 | Direct | 0 |
Reported balance
After 2024-08-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-26 · Exercise / conversion · Disposed 32,050 · Balance 0 F2: All of the shares subject to this option are fully vested and exercisable as of the date hereof. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 926,347 |
Reported balance
Holding disclosure · report date 2024-08-26 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 926,347 F1: The securities are held by Craig H. Barratt and Celia Marie Oakley, as Trustees of the Barratt-Oakley Trust, dated November 29, 2004 (the "Trust"). The Reporting Person is a trustee of the Trust and has shared voting and investment discretion with respect to the securities held by the Trust. These securities were incorrectly reported as direct holdings on previous filings. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities are held by Craig H. Barratt and Celia Marie Oakley, as Trustees of the Barratt-Oakley Trust, dated November 29, 2004 (the "Trust"). The Reporting Person is a trustee of the Trust and has shared voting and investment discretion with respect to the securities held by the Trust. These securities were incorrectly reported as direct holdings on previous filings.
F2: All of the shares subject to this option are fully vested and exercisable as of the date hereof.
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 |
|---|---|---|---|---|---|---|
| July 24, 2018 Filed Jul 26, 2018 17:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $522.00 | $1,305,000.00 |
DisclosureSEC source: 0001035267-18-000091 · edgardoc.xml · nonDerivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on November 9, 2017. Read SEC document |
| July 24, 2018 Filed Jul 26, 2018 17:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $193.08 | $482,700.00 |
DisclosureSEC source: 0001035267-18-000091 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 |
| June 04, 2018 Filed Jun 5, 2018 22:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $193.08 | $0.00 |
DisclosureSEC source: 0001035267-18-000074 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2022-04-19 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: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant or at the next Shareholders Meeting, whichever should take place first, provided that vesting will cease on termination of the Directors service to the Company. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $482.00 | $1,205,000.00 |
DisclosureSEC source: 0001035267-18-000074 · edgardoc.xml · nonDerivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on November 9, 2017. Read SEC document |
| June 04, 2018 Filed Jun 5, 2018 22:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $193.08 | $482,700.00 |
DisclosureSEC source: 0001035267-18-000074 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 19, 2018 Filed Apr 20, 2018 00:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000049 · edgardoc.xml · derivative · entry 5 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 391 Underlying: Common Stock · 391 shares Expires 2022-04-19 F4 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 00:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000049 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 513 shares Expires 2018-04-21 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 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 |
| April 19, 2018 Filed Apr 20, 2018 00:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,174 | $0.00 Strike: $462.71 | $0.00 |
DisclosureSEC source: 0001035267-18-000049 · edgardoc.xml · derivative · entry 3 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,174 Underlying: Common Stock · 1,174 shares Expires 2028-04-19 F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant or at the next Shareholders Meeting, whichever should take place first, provided that vesting will cease on termination of the Directors service to the Company. Read SEC document |
| April 19, 2018 Filed Apr 20, 2018 00:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 513 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000049 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 513 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 |
| March 09, 2018 Filed Mar 13, 2018 18:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $193.08 | $0.00 |
DisclosureSEC source: 0001035267-18-000043 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 2,500 shares Expires 2022-04-19 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 options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on November 9, 2017. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant or at the next Shareholders Meeting, whichever should take place first, provided that vesting will cease on termination of the Directors service to the Company. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 18:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $442.00 | $1,105,000.00 |
DisclosureSEC source: 0001035267-18-000043 · edgardoc.xml · nonDerivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on November 9, 2017. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 18:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $193.08 | $482,700.00 |
DisclosureSEC source: 0001035267-18-000043 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 options were exercised and the underlying shares sold pursuant to a 10b5-1 trading plan adopted by the reporting person on November 9, 2017. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 16:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $119.06 | $0.00 |
DisclosureSEC source: 0001035267-17-000156 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,500 shares Expires 2021-04-21 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: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 1/3rd one year after the date of grant and 1/36th each month thereafter. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 16:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,500 | $381.00 | $2,857,500.00 |
DisclosureSEC source: 0001035267-17-000156 · edgardoc.xml · nonDerivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were sold subject to a 10b5-1 trading plan established on 08-24-17. Read SEC document |
| October 26, 2017 Filed Oct 27, 2017 16:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,500 | $119.06 | $892,974.75 |
DisclosureSEC source: 0001035267-17-000156 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $119.06 | $0.00 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · derivative · entry 7 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2021-04-21 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: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 1/3rd one year after the date of grant and 1/36th each month thereafter. F2 · balance_after: On October 6, 2017, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $119.06 | $0.00 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · derivative · entry 6 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 7,500 shares Expires 2021-04-21 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: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 1/3rd one year after the date of grant and 1/36th each month thereafter. F2 · balance_after: On October 6, 2017, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,500 | $371.20 | $2,784,024.75 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · nonDerivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were sold subject to a 10b5-1 trading plan established on 08-24-17. F2 · balance_after: On October 6, 2017, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,500 | $119.06 | $892,974.75 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · nonDerivative · entry 3 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 · balance_after: On October 6, 2017, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,500 | $371.16 | $2,783,698.50 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · nonDerivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: The shares were sold subject to a 10b5-1 trading plan established on 08-24-17. Read SEC document |
| October 24, 2017 Filed Oct 25, 2017 19:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,500 | $119.06 | $892,974.75 |
DisclosureSEC source: 0001035267-17-000150 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 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 20, 2017 Filed Apr 24, 2017 20:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000072 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 327 shares Expires 2020-04-21 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. F4 · 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 |
| April 20, 2017 Filed Apr 24, 2017 20:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 171 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000072 · edgardoc.xml · derivative · entry 3 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 171 Underlying: Common Stock · 171 shares Expires 2018-04-21 F4 · 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 |
| April 20, 2017 Filed Apr 24, 2017 20:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 515 | $0.00 Strike: $814.45 | $0.00 |
DisclosureSEC source: 0001035267-17-000072 · edgardoc.xml · derivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 515 Underlying: Common Stock · 515 shares Expires 2027-04-20 F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant or at the next Shareholders Meeting, whichever should take place first, provided that vesting will cease on termination of the Directors service to the Company. Read SEC document |
| April 20, 2017 Filed Apr 24, 2017 20:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000072 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 2,141 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 · shares: These shares are held by the Barratt-Oakley Trust dated November 29th 2004. F2 · price: These shares were acquired from the vest and release of an RSU grant previously issued to the Filer. Read SEC document |
| April 21, 2016 Filed Apr 22, 2016 13:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000175 · edgardoc.xml · derivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 327 shares Expires 2020-04-21 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 21, 2016 Filed Apr 22, 2016 13:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 327 | $0.00 Strike: $641.91 | $0.00 |
DisclosureSEC source: 0001035267-16-000175 · edgardoc.xml · derivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 327 shares Expires 2026-04-21 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:55 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 327 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000184 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 327 shares Expires 2020-04-21 F3 · derivative.exercise_date: The RSUs fully vest on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:55 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000184 · edgardoc.xml · derivative · entry 3 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 460 shares Expires 2019-04-23 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. F3 · derivative.exercise_date: The RSUs fully vest on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:55 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 327 | $0.00 Strike: $641.91 | $0.00 |
DisclosureSEC source: 0001035267-16-000184 · edgardoc.xml · derivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327 Underlying: Common Stock · 327 shares Expires 2026-04-21 F2 · derivative.exercise_date: Options will vest 100% on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:55 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000184 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,814 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 · date: As approved by the Issuers Board of Directors on January 28, 2016, these RSUs vested on April 21, 2016, the date of the Issuer?s annual stockholders meeting, which fell two days earlier than the first anniversary of the date of grant. Read SEC document |
| April 24, 2015 Filed Apr 27, 2015 16:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000042 · edgardoc.xml · derivative · entry 3 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 354 shares Expires 2018-04-25 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. F4 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 24, 2015 Filed Apr 27, 2015 16:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 354 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000042 · edgardoc.xml · nonDerivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 1,354 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 4/24/14, RSU shares were granted, vesting 100% one year from date of grant. RSUs convert into common stock on the vest date on a one-for-one basis. On 4/24/15, 100% of the shares were released and deposited into the holders account. F2 · ownership.nature: These shares are held by the Barratt-Oakley Trust dated November 29th 2004. Read SEC document |
| April 23, 2015 Filed Apr 27, 2015 16:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 460 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000042 · edgardoc.xml · derivative · entry 4 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Underlying: Common Stock · 460 shares Expires 2019-04-23 F4 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 23, 2015 Filed Apr 27, 2015 16:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 744 | $0.00 Strike: $512.77 | $0.00 |
DisclosureSEC source: 0001035267-15-000042 · edgardoc.xml · derivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director · Board of Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 744 Underlying: Common Stock · 744 shares Expires 2025-04-23 F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 24, 2014 Filed Apr 24, 2014 23:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 354 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000045 · edgardoc.xml · derivative · entry 2 BARRATT CRAIG H · CIK 0001277620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 354 Underlying: Common Stock · 354 shares Expires 2018-04-25 F2 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 24, 2014 Filed Apr 24, 2014 23:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,063 | $0.00 Strike: $371.32 | $0.00 |
DisclosureSEC source: 0001035267-14-000045 · edgardoc.xml · derivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063 Underlying: Common Stock · 1,063 shares Expires 2024-04-24 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 25, 2013 Filed Apr 26, 2013 16:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,125 | $0.00 Strike: $483.80 | $0.00 |
DisclosureSEC source: 0001035267-13-000013 · edgardoc.xml · derivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,125 Underlying: Common Stock · 2,125 shares Expires 2023-04-25 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 19, 2012 Filed Apr 20, 2012 17:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $579.24 | $0.00 |
DisclosureSEC source: 0001035267-12-000021 · edgardoc.xml · derivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2022-04-19 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| April 21, 2011 Filed Apr 25, 2011 15:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $357.19 | $0.00 |
DisclosureSEC source: 0001252986-11-000044 · edgardoc.xml · derivative · entry 1 BARRATT CRAIG H · CIK 0001277620 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 7,500 shares Expires 2021-04-21 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 1/3rd one year after the date of grant and 1/36th each month 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.