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 28, 2023 Filed Mar 1, 2023 22:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,464 | $0.00 Strike: $229.39 | $0.00 |
DisclosureSEC source: 0001035267-23-000064 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,464 Underlying: Common Stock · 6,464 shares Expires 2030-02-27 F2 · derivative.exercise_date: 12.5% of the shares subject to the option vest on the six-month anniversary measured from February 10, 2023, and 1/48th of the total number of shares vest in forty-two (42) successive and equal monthly installments thereafter, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 261 | $229.39 | $59,870.79 |
DisclosureSEC source: 0001035267-23-000064 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,127 F1 · kind: 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. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 752 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000064 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,388 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: 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. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 435 | $229.39 | $99,784.65 |
DisclosureSEC source: 0001035267-23-000064 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,636 F1 · kind: 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. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000064 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,071 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: 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. Read SEC document |
| February 26, 2023 Filed Feb 27, 2023 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,284 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000045 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,565 Underlying: Common Stock · 1,284 shares Expires 2025-02-26 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: 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. Read SEC document |
| February 26, 2023 Filed Feb 27, 2023 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 445 | $231.05 | $102,817.25 |
DisclosureSEC source: 0001035267-23-000045 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,814 F1 · kind: 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. Read SEC document |
| February 26, 2023 Filed Feb 27, 2023 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000045 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,259 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: 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. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 23:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 723 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000031 · edgardoc.xml · derivative · entry 3 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 723 shares Expires 2023-02-15 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: 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, 2023 Filed Feb 16, 2023 23:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 273 | $244.77 | $66,822.21 |
DisclosureSEC source: 0001035267-23-000031 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,975 F1 · kind: 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. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 23:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 723 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000031 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,248 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: 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. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 23:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,511 | $0.00 Strike: $208.90 | $0.00 |
DisclosureSEC source: 0001035267-22-000156 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,511 Underlying: Common Stock · 4,511 shares Expires 2029-08-28 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,257 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,511 Underlying: Common Stock · 1,257 shares Expires 2024-02-28 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: 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 · derivative.exercise_date: 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. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 539 | $290.33 | $156,487.87 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,415 F1 · kind: 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. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,257 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,954 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: 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. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 3,008 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000060 · edgardoc.xml · derivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,008 Underlying: Common Stock · 3,008 shares Expires 2026-02-28 F2 · derivative.exercise_date: 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. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,511 | $0.00 Strike: $290.33 | $0.00 |
DisclosureSEC source: 0001035267-22-000060 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,511 Underlying: Common Stock · 4,511 shares Expires 2029-02-28 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,284 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · derivative · entry 6 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,849 Underlying: Common Stock · 1,284 shares Expires 2025-02-26 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: 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 · derivative.exercise_date: 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. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 445 | $293.51 | $130,611.95 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,697 F1 · kind: 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. Read SEC document |
| February 26, 2022 Filed Mar 1, 2022 19:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000044 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142 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: 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 726 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · derivative · entry 6 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 723 Underlying: Common Stock · 726 shares Expires 2023-02-15 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: 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, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 861 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 861 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: 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, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 252 | $289.31 | $72,906.12 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,858 F1 · kind: 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,110 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: 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 315 | $289.31 | $91,132.65 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 F1 · kind: 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. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 02:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 861 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000022 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 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: 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. Read SEC document |
| October 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 156 | $0.00 Strike: $242.34 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 18 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515 Underlying: Common Stock · 156 shares Expires 2030-08-28 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F6 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48th one month after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 273 | $0.00 Strike: $182.83 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 17 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449 Underlying: Common Stock · 273 shares Expires 2029-02-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 156 | $0.00 Strike: $177.99 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 16 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,521 Underlying: Common Stock · 156 shares Expires 2030-02-28 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F5 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 321 | $0.00 Strike: $174.26 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 15 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 321 shares Expires 2028-08-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F6 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48th one month after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 273 | $0.00 Strike: $166.62 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 14 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,449 Underlying: Common Stock · 273 shares Expires 2029-08-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F6 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48th one month after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 324 | $0.00 Strike: $139.52 | $0.00 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · derivative · entry 13 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 Underlying: Common Stock · 324 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. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F5 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 324 | $339.66 | $110,048.45 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 12 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.47 to $341.34 as follows:179 shares sold at $338.47 to $338.99; 866 shares sold at $339 to $339.99; 280 shares sold at $340.09 to $340.82; 22 shares sold at $341 to $341.34. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 324 | $139.52 | $45,204.48 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 11 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,086 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 321 | $339.66 | $109,029.48 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 10 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.47 to $341.34 as follows:179 shares sold at $338.47 to $338.99; 866 shares sold at $339 to $339.99; 280 shares sold at $340.09 to $340.82; 22 shares sold at $341 to $341.34. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 321 | $174.26 | $55,936.40 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 9 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,083 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 273 | $339.66 | $92,726.01 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 8 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.47 to $341.34 as follows:179 shares sold at $338.47 to $338.99; 866 shares sold at $339 to $339.99; 280 shares sold at $340.09 to $340.82; 22 shares sold at $341 to $341.34. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 273 | $182.83 | $49,913.49 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 273 | $339.66 | $92,726.01 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.47 to $341.34 as follows:179 shares sold at $338.47 to $338.99; 866 shares sold at $339 to $339.99; 280 shares sold at $340.09 to $340.82; 22 shares sold at $341 to $341.34. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 273 | $166.62 | $45,488.16 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,035 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 156 | $339.66 | $52,986.29 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.47 to $341.34 as follows:179 shares sold at $338.47 to $338.99; 866 shares sold at $339 to $339.99; 280 shares sold at $340.09 to $340.82; 22 shares sold at $341 to $341.34. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 156 | $177.99 | $27,765.93 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 156 | $339.71 | $52,994.21 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 762 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $338.64 to $341.03 as follows: 20 shares sold at $338.64 to $338.99; 106 shares sold at $339.06 to $339.98; 30 shares sold at $340.04 to $341.03. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. F2 · balance_after: On October 5, 2021, 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 22, 2021 Filed Oct 26, 2021 21:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 156 | $242.34 | $37,804.53 |
DisclosureSEC source: 0001567619-21-018730 · doc1.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 918 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · balance_after: On October 5, 2021, 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 |
| August 26, 2021 Filed Aug 27, 2021 17:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 855 | $0.00 Strike: $1,042.25 | $0.00 |
DisclosureSEC source: 0001035267-21-000162 · edgardoc.xml · derivative · entry 1 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 Underlying: Common Stock · 855 shares Expires 2031-08-26 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53 | $0.00 Strike: $727.01 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 18 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557 Underlying: Common Stock · 53 shares Expires 2030-08-28 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 91 | $0.00 Strike: $548.50 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 17 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574 Underlying: Common Stock · 91 shares Expires 2029-02-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Awards Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 53 | $0.00 Strike: $533.96 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 16 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 53 shares Expires 2030-02-28 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 108 | $0.00 Strike: $522.77 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 15 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251 Underlying: Common Stock · 108 shares Expires 2028-08-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90 | $0.00 Strike: $499.87 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 14 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574 Underlying: Common Stock · 90 shares Expires 2029-08-15 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 8, 2021. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 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.