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 |
|---|---|---|---|---|---|---|
| February 16, 2017 Filed Feb 17, 2017 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 106 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000030 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224 F1 · 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 2/16/17, 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 16, 2017 Filed Feb 17, 2017 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 282 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000030 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330 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, 2017 Filed Feb 17, 2017 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 633 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000030 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires 2021-02-15 F3 · 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, 2017 Filed Feb 17, 2017 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 950 | $0.00 Strike: $716.74 | $0.00 |
DisclosureSEC source: 0001035267-17-000030 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 950 Underlying: Common Stock · 950 shares Expires 2027-02-15 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 |
| August 15, 2016 Filed Aug 16, 2016 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 562 | $0.00 Strike: $692.99 | $0.00 |
DisclosureSEC source: 0001035267-16-000230 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 562 Underlying: Common Stock · 562 shares Expires 2026-08-15 F1 · 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,250 | $0.00 Strike: $490.07 | $0.00 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · derivative · entry 14 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,750 Underlying: Common Stock · 3,250 shares Expires 2023-05-07 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 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 781 | $0.00 Strike: $459.14 | $0.00 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · derivative · entry 13 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781 Underlying: Common Stock · 781 shares Expires 2024-08-15 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 · 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 781 | $0.00 Strike: $444.09 | $0.00 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · derivative · entry 12 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 782 Underlying: Common Stock · 781 shares Expires 2024-02-18 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 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,625 | $0.00 Strike: $383.73 | $0.00 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · derivative · entry 11 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 875 Underlying: Common Stock · 2,625 shares Expires 2023-08-15 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 · 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 111 | $579.00 | $64,269.00 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 10 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 478 | $578.01 | $276,289.02 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 9 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 781 | $575.77 | $449,677.07 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 8 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 781 | $444.09 | $346,834.29 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,370 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,250 | $575.77 | $1,871,255.43 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,250 | $490.07 | $1,592,727.50 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,839 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,625 | $575.77 | $1,511,398.61 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,625 | $383.73 | $1,007,291.25 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,214 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 |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 781 | $575.77 | $449,677.07 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 Read SEC document |
| March 11, 2016 Filed Mar 14, 2016 21:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 781 | $459.14 | $358,588.34 |
DisclosureSEC source: 0001035267-16-000162 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,370 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 18, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · derivative · entry 6 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Underlying: Common Stock · 261 shares Expires 2018-02-18 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: 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 18, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 99 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 F2 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/18/16, 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 18, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 688 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 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/18/16, 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 17, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 244 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · derivative · entry 7 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 731 Underlying: Common Stock · 244 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. 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 17, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 92 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 427 F1 · price: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/17/16, 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 17, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 519 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 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/17/16, 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 16, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 1,125 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · derivative · entry 8 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 1,125 shares Expires 2020-02-17 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 16, 2016 Filed Feb 19, 2016 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 563 | $0.00 Strike: $535.16 | $0.00 |
DisclosureSEC source: 0001035267-16-000138 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 563 Underlying: Common Stock · 563 shares Expires 2026-02-16 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 |
| August 17, 2015 Filed Aug 18, 2015 19:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 787 | $0.00 Strike: $533.05 | $0.00 |
DisclosureSEC source: 0001035267-15-000089 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 787 Underlying: Common Stock · 787 shares Expires 2025-08-17 F1 · 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 |
| July 24, 2015 Filed Jul 27, 2015 22:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $490.07 | $0.00 |
DisclosureSEC source: 0001035267-15-000079 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 5,000 shares Expires 2023-05-07 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: 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 |
| July 24, 2015 Filed Jul 27, 2015 22:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $550.00 | $2,750,000.00 |
DisclosureSEC source: 0001035267-15-000079 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228 Read SEC document |
| July 24, 2015 Filed Jul 27, 2015 22:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $490.07 | $2,450,350.00 |
DisclosureSEC source: 0001035267-15-000079 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,228 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 18, 2015 Filed Feb 19, 2015 20:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 261 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000026 · edgardoc.xml · derivative · entry 4 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 781 Underlying: Common Stock · 261 shares Expires 2018-02-18 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: 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 18, 2015 Filed Feb 19, 2015 20:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 97 | $512.86 | $49,747.42 |
DisclosureSEC source: 0001035267-15-000026 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228 Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 20:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 261 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000026 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 325 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 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convect into common stock on the grant date on a one-for-one basis. On 2/18/15, 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 17, 2015 Filed Feb 19, 2015 20:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 975 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000026 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 975 Underlying: Common Stock · 975 shares Expires 2019-02-17 F3 · 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 17, 2015 Filed Feb 19, 2015 20:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 788 | $0.00 Strike: $514.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000026 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788 Underlying: Common Stock · 788 shares Expires 2025-02-17 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 |
| November 25, 2014 Filed Nov 25, 2014 22:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 61 | $520.00 | $31,720.00 |
DisclosureSEC source: 0001035267-14-000112 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Accounting Offi 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| August 15, 2014 Filed Aug 18, 2014 16:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,562 | $0.00 Strike: $459.14 | $0.00 |
DisclosureSEC source: 0001035267-14-000085 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Principal Acct Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 Underlying: Common Stock · 1,562 shares Expires 2024-08-15 F1 · 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 18, 2014 Filed Feb 19, 2014 22:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 1,042 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000024 · edgardoc.xml · derivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042 Underlying: Common Stock · 1,042 shares Expires 2018-02-18 F2 · 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 18, 2014 Filed Feb 19, 2014 22:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,563 | $0.00 Strike: $444.09 | $0.00 |
DisclosureSEC source: 0001035267-14-000024 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Underlying: Common Stock · 1,563 shares Expires 2024-02-18 F1 · 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 07, 2014 Filed Feb 10, 2014 17:06 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 66 | $414.00 | $27,324.00 |
DisclosureSEC source: 0001035267-14-000011 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: The shares sold were acquired on January 31, 2014, through a qualified Employee Stock Purchase Plan purchase. Read SEC document |
| August 15, 2013 Filed Feb 10, 2014 17:06 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $383.73 | $0.00 |
DisclosureSEC source: 0001035267-14-000011 · edgardoc.xml · derivative · entry 2 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: Common Stock · 3,500 shares Expires 2023-08-15 F2 · 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 |
| May 07, 2013 Filed Feb 10, 2014 17:06 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 12,000 | $0.00 Strike: $490.07 | $0.00 |
DisclosureSEC source: 0001035267-14-000011 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · VP & Prin Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: Common Stock · 12,000 shares Expires 2023-05-07 F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly 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.