Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | EVP & CFO & Enterprise Technol | February 28, 2026 | March 03, 2026 |
| KLA CORPKLAC · Entity 2838 | Director | November 05, 2025 | November 07, 2025 |
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 February 28, 2026 · Filed March 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 15,366 |
Ending reported balance
After 2026-02-28 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2026-02-28 · Exercise / conversion · Acquired 752 · Balance 10,309 F1: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25% of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account. Row 2 · 2026-02-28 · Tax withholding · Disposed 373 · Balance 9,936 F1: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25% of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account. Row 3 · 2026-02-28 · Exercise / conversion · Acquired 10,773 · Balance 20,709 F2: Represents performance stock units ("PSUs") initially granted to the Reporting Person on February 28, 2023 subject to achievement of certain performance metrics. The performance criteria for the PSUs reported herein have been achieved, as determined by the Compensation Committee of the Issuer. The PSUs reported herein vest on February 28, 2026, the third anniversary of the grant date, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Row 4 · 2026-02-28 · Tax withholding · Disposed 5,343 · Balance 15,366 F3: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs reported on this Form 4. |
| Performance Stock Units - 2-28-2023SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-02-28 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-02-28 · Exercise / conversion · Disposed 10,773 · Balance 0 F2: Represents performance stock units ("PSUs") initially granted to the Reporting Person on February 28, 2023 subject to achievement of certain performance metrics. The performance criteria for the PSUs reported herein have been achieved, as determined by the Compensation Committee of the Issuer. The PSUs reported herein vest on February 28, 2026, the third anniversary of the grant date, subject to Reporting Person's continuous service to the Issuer through each such vesting date. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2026-02-28 | Direct | 0 |
Reported balance
After 2026-02-28 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-02-28 · Exercise / conversion · Disposed 752 · Balance 0 F4: Each RSU granted 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. |
Filing footnotes · ownership attribution and instrument terms
F1: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25% of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.
F2: Represents performance stock units ("PSUs") initially granted to the Reporting Person on February 28, 2023 subject to achievement of certain performance metrics. The performance criteria for the PSUs reported herein have been achieved, as determined by the Compensation Committee of the Issuer. The PSUs reported herein vest on February 28, 2026, the third anniversary of the grant date, subject to Reporting Person's continuous service to the Issuer through each such vesting date.
F3: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs reported on this Form 4.
F4: Each RSU granted 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.
KLA CORP
Report date November 05, 2025 · Filed November 07, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 377.732 |
Reported balance
After 2025-11-05 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-11-05 · Grant · Acquired 203.732 · Balance 377.732 F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA. F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 5, 2025, the Reporting Person received an automatic grant of restricted stock units ("RSUs") for 203.732 shares of KLA common stock. The RSUs vest on the earliest to occur of (i) November 5, 2026, (ii) immediately prior to the next annual meeting of stockholders, and (iii) ten days prior to a change of control of KLA.
F2: The number of shares of KLA common stock includes 203.732 shares issuable upon vesting of RSUs.
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 |
|---|---|---|---|---|---|---|
| June 10, 2019 Filed Jun 12, 2019 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 35 | $231.00 | $8,084.88 |
DisclosureSEC source: 0001035267-19-000078 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 60 | $500.60 | $30,036.00 |
DisclosureSEC source: 0001035267-19-000078 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| June 10, 2019 Filed Jun 12, 2019 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 60 | $238.91 | $14,334.80 |
DisclosureSEC source: 0001035267-19-000078 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 119 | $0.00 Strike: $238.91 | $0.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · derivative · entry 9 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,307 Underlying: Common Stock · 119 shares Expires 2027-02-15 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. 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 |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 71 | $0.00 Strike: $231.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · derivative · entry 8 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352 Underlying: Common Stock · 71 shares Expires 2026-08-15 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70 | $0.00 Strike: $178.39 | $0.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · derivative · entry 7 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 351 Underlying: Common Stock · 70 shares Expires 2026-02-16 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. 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 |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 70 | $500.00 | $35,000.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 70 | $178.39 | $12,487.07 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 229 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 71 | $500.00 | $35,500.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 71 | $231.00 | $16,400.77 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 119 | $500.00 | $59,500.00 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 159 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| April 23, 2019 Filed Apr 24, 2019 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 119 | $238.91 | $28,430.68 |
DisclosureSEC source: 0001035267-19-000049 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 431 | $0.00 Strike: $418.56 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 26 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Underlying: Common Stock · 431 shares Expires 2028-02-15 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: 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 |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 238 | $0.00 Strike: $328.46 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 25 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,424 Underlying: Common Stock · 238 shares Expires 2027-08-15 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. F5 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 238 | $550.00 | $130,900.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 19 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 238 | $328.46 | $78,172.69 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 18 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317 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 |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 431 | $550.00 | $237,050.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 17 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 431 | $418.56 | $180,399.36 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 16 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510 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 |
| February 20, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,339 | $546.61 | $731,906.51 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 15 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79 Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 28 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843 Underlying: Common Stock · 843 shares Expires 2020-02-17 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. F6 · 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 730 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 27 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 730 shares Expires 2019-02-17 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. F6 · 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 59 | $0.00 Strike: $238.91 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 24 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 59 shares Expires 2027-02-15 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: 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 35 | $0.00 Strike: $231.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 23 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423 Underlying: Common Stock · 35 shares Expires 2026-08-15 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. F5 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 35 | $0.00 Strike: $178.39 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 22 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421 Underlying: Common Stock · 35 shares Expires 2026-02-16 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: 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 50 | $0.00 Strike: $177.68 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 21 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 50 shares Expires 2025-08-17 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. F5 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 49 | $0.00 Strike: $171.33 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · derivative · entry 20 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49 shares Expires 2025-02-17 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: 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 362 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 14 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,418 F3 · kind: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/17/19, 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 730 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 13 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,780 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 · kind: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/17/19, 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 12 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 F2 · kind: On 2/16/16, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/16/19, 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 11 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 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 · kind: On 2/16/16, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/16/19, 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 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 49 | $544.00 | $26,656.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 10 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 49 | $171.33 | $8,395.33 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 9 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 626 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 50 | $544.00 | $27,200.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 8 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 50 | $177.68 | $8,884.17 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 627 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 35 | $544.00 | $19,040.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 35 | $178.39 | $6,243.53 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 35 | $544.00 | $19,040.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 35 | $231.00 | $8,084.88 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 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 |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 59 | $544.00 | $32,096.00 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 59 | $238.91 | $14,095.88 |
DisclosureSEC source: 0001035267-19-000024 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 636 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 |
| February 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 967 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · derivative · entry 8 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 967 Underlying: Common Stock · 967 shares Expires 2023-02-15 F4 · 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 288 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · derivative · entry 7 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 862 Underlying: Common Stock · 288 shares Expires 2022-02-15 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: On 2/15/18, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 475 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · derivative · entry 6 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 949 Underlying: Common Stock · 475 shares Expires 2021-02-15 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 · derivative.exercise_date: On 2/15/17, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,450 | $0.00 Strike: $548.50 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 Underlying: Common Stock · 1,450 shares Expires 2029-02-15 F3 · 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 |
| February 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 F2 · kind: On 2/15/18, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 165 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 677 F1 · kind: On 2/15/17, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 288 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 842 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 · kind: On 2/15/18, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 15, 2019 Filed Feb 21, 2019 23:05 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 475 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000020 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 554 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: On 2/15/17, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/15/19, 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 |
| January 29, 2019 Filed Jan 31, 2019 19:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 119 | $0.00 Strike: $238.91 | $0.00 |
DisclosureSEC source: 0001035267-19-000006 · edgardoc.xml · derivative · entry 15 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,485 Underlying: Common Stock · 119 shares Expires 2027-02-15 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. 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 |
| January 29, 2019 Filed Jan 31, 2019 19:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 70 | $0.00 Strike: $231.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000006 · edgardoc.xml · derivative · entry 14 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 458 Underlying: Common Stock · 70 shares Expires 2026-08-15 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 sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 4, 2019. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th 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.