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 |
|---|---|---|---|---|---|---|
| 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: $418.56 | $0.00 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · derivative · entry 13 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252 Underlying: Common Stock · 108 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. 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 | SaleCommon Stock | 53 | $971.64 | $51,496.92 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 12 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 53 | $727.01 | $38,531.53 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 11 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 90 | $971.64 | $87,447.60 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 10 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 90 | $499.87 | $44,988.30 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 9 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 108 | $971.64 | $104,937.12 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 8 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 108 | $522.77 | $56,459.16 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 53 | $971.64 | $51,496.92 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 53 | $533.96 | $28,299.88 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 306 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 91 | $971.64 | $88,419.24 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 91 | $548.50 | $49,913.50 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 108 | $971.64 | $104,937.12 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| July 23, 2021 Filed Jul 26, 2021 23:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 108 | $418.56 | $45,204.48 |
DisclosureSEC source: 0001035267-21-000129 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 227 | $0.00 Strike: $727.01 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 24 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 610 Underlying: Common Stock · 227 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 90 | $0.00 Strike: $548.50 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 23 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 665 Underlying: Common Stock · 90 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 52 | $0.00 Strike: $533.96 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 22 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 612 Underlying: Common Stock · 52 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 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: 0001035267-21-000096 · edgardoc.xml · derivative · entry 21 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 91 | $0.00 Strike: $499.87 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 20 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 664 Underlying: Common Stock · 91 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 107 | $0.00 Strike: $418.56 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 19 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 Underlying: Common Stock · 107 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. 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 59 | $0.00 Strike: $328.46 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 18 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59 shares Expires 2027-08-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 59 | $0.00 Strike: $238.91 | $0.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · derivative · entry 17 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 59 shares Expires 2027-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 59 | $848.01 | $50,032.59 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 16 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 59 | $238.91 | $14,095.88 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 15 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 59 | $848.01 | $50,032.59 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 14 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 59 | $328.46 | $19,378.95 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 13 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 107 | $848.01 | $90,737.07 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 12 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 107 | $418.56 | $44,785.92 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 11 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 360 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 108 | $848.01 | $91,585.08 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 10 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 108 | $522.77 | $56,459.16 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 9 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 90 | $848.01 | $76,320.90 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 8 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 90 | $548.50 | $49,365.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 343 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 91 | $848.01 | $77,168.91 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 91 | $499.87 | $45,488.17 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 344 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 52 | $848.01 | $44,096.52 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 52 | $533.96 | $27,765.92 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 305 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 227 | $850.00 | $192,950.00 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 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. Read SEC document |
| April 23, 2021 Filed Apr 27, 2021 16:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 227 | $727.01 | $165,031.27 |
DisclosureSEC source: 0001035267-21-000096 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 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. Read SEC document |
| March 02, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 215 | $760.00 | $163,400.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · nonDerivative · entry 3 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 F2 · 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. Read SEC document |
| February 28, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 419 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · derivative · entry 5 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,256 Underlying: Common Stock · 419 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. F4 · 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, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 204 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · nonDerivative · entry 2 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F1 · kind: RSUs convert into common stock on the vest date on a one-for-one basis. On the transaction date, 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 28, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 419 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · nonDerivative · entry 1 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 672 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 convert into common stock on the vest date on a one-for-one basis. On the transaction date, 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 26, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 1,711 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · derivative · entry 6 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,711 Underlying: Common Stock · 1,711 shares Expires 2025-02-26 F4 · 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, 2021 Filed Mar 2, 2021 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 855 | $0.00 Strike: $736.80 | $0.00 |
DisclosureSEC source: 0001035267-21-000051 · edgardoc.xml · derivative · entry 4 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 855 Underlying: Common Stock · 855 shares Expires 2031-02-26 F3 · 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 17, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 655 | $782.00 | $512,210.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · nonDerivative · entry 7 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253 F2 · 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. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 242 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · derivative · entry 10 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 483 Underlying: Common Stock · 242 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. 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, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 287 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · derivative · entry 9 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 287 Underlying: Common Stock · 287 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. 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, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 474 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · derivative · entry 8 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 474 shares Expires 2021-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 164 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · nonDerivative · entry 6 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 908 F1 · kind: RSUs convert into common stock on the vest date on a one-for-one basis. On the transaction date, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 474 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · nonDerivative · entry 5 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,072 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 convert into common stock on the vest date on a one-for-one basis. On the transaction date, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000038 · edgardoc.xml · nonDerivative · entry 4 Samath Jamie · CIK 0001330269 · SVP of Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 598 F1 · kind: RSUs convert into common stock on the vest date on a one-for-one basis. On the transaction date, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.