Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director · Chief Executive Officer (CEO) | July 10, 2026 | July 13, 2026 |
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 July 10, 2026 · Filed July 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 246,856 |
Ending reported balance
After 2026-07-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-10 · Exercise / conversion · Acquired 1,910 · Balance 247,803 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 · 2026-07-10 · Tax withholding · Disposed 947 · Balance 246,856 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 5,730 |
Reported balance
After 2026-07-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-10 · Exercise / conversion · Disposed 1,910 · Balance 5,730 F2: 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: 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.
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 |
|---|---|---|---|---|---|---|
| August 15, 2012 Filed Oct 29, 2012 16:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $517.31 | $0.00 |
DisclosureSEC source: 0001035267-12-000049 · edgardoc.xml · derivative · entry 4 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2022-08-15 F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 15, 2012 Filed Feb 22, 2012 00:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $505.23 | $0.00 |
DisclosureSEC source: 0001035267-12-000007 · edgardoc.xml · derivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2022-02-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| February 07, 2012 Filed Feb 14, 2012 23:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000005 · edgardoc.xml · nonDerivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821 F1 · price: The shares were gifted to the Hillside Evangelical Free Church. Read SEC document |
| February 03, 2012 Filed Feb 6, 2012 20:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000002 · edgardoc.xml · derivative · entry 3 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 5,000 shares Expires 2017-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| February 03, 2012 Filed Feb 6, 2012 20:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $493.59 | $2,467,941.50 |
DisclosureSEC source: 0001035267-12-000002 · edgardoc.xml · nonDerivative · entry 2 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Read SEC document |
| February 03, 2012 Filed Feb 6, 2012 20:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $112.66 | $563,300.00 |
DisclosureSEC source: 0001035267-12-000002 · edgardoc.xml · nonDerivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,832 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 05, 2011 Filed Dec 13, 2011 21:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000029 · edgardoc.xml · nonDerivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 F1 · price: The shares were gifted to the Hillside Evangelical Free Church. Read SEC document |
| July 29, 2011 Filed Aug 1, 2011 21:02 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,701 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-11-000010 · edgardoc.xml · derivative · entry 3 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,000 Underlying: Common Stock · 3,701 shares Expires 2017-02-15 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: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| July 29, 2011 Filed Aug 1, 2011 21:02 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,701 | $401.66 | $1,486,539.96 |
DisclosureSEC source: 0001035267-11-000010 · edgardoc.xml · nonDerivative · entry 2 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063 Read SEC document |
| July 29, 2011 Filed Aug 1, 2011 21:02 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,701 | $112.66 | $416,954.66 |
DisclosureSEC source: 0001035267-11-000010 · edgardoc.xml · nonDerivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,764 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 · balance_after: The shares beneficially owned increasedd due to a qualified ESPP purchase that took place on 7/29/11. The purchase of these shares is being reported on a voluntary basis. Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,299 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · derivative · entry 6 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,701 Underlying: Common Stock · 2,299 shares Expires 2017-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · derivative · entry 5 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2016-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,299 | $400.19 | $920,031.75 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · nonDerivative · entry 4 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063 Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,299 | $112.66 | $259,005.34 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · nonDerivative · entry 3 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,362 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 4,000 | $400.19 | $1,600,751.20 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · nonDerivative · entry 2 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,063 Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 13:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,000 | $106.69 | $426,760.00 |
DisclosureSEC source: 0001035267-11-000008 · edgardoc.xml · nonDerivative · entry 1 Rosa David J. · CIK 0001519593 · Sr VP Emerging Procedures & Te 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,063 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.