Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | April 30, 2026 | May 01, 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 April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,641 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Exercise / conversion · Acquired 531 · Balance 3,641 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-04-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-04-30 · Exercise / conversion · Disposed 531 · Balance 0 F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. |
| Restricted Stock Units - 4-30-2026SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 554 |
Reported balance
After 2026-04-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-04-30 · Grant · Acquired 554 · Balance 554 F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. |
Filing footnotes · ownership attribution and instrument terms
F1: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service.
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 |
|---|---|---|---|---|---|---|
| April 30, 2026 Filed May 1, 2026 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units - 4-30-2026 · Derivative | 554 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001249557-26-000002 · edgardoc.xml · derivative · entry 3 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 554 Underlying: Common Stock · 554 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 30, 2026 Filed May 1, 2026 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001249557-26-000002 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 531 shares Expires not disclosed 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 30, 2026 Filed May 1, 2026 00:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 531 | $0.00 | $0.00 |
DisclosureSEC source: 0001249557-26-000002 · edgardoc.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,641 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 |
| May 01, 2025 Filed May 2, 2025 00:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000141 · edgardoc.xml · derivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 531 Underlying: Common Stock · 531 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 17:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000111 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 739 shares Expires not disclosed 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2025 Filed Apr 25, 2025 17:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-25-000111 · edgardoc.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,110 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. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 19:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 739 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000149 · edgardoc.xml · derivative · entry 3 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 739 Underlying: Common Stock · 739 shares Expires not disclosed F1 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 19:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000149 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 569 shares Expires not disclosed 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F1 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 25, 2024 Filed Apr 26, 2024 19:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 569 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000149 · edgardoc.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,371 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 |
| April 27, 2023 Filed Apr 28, 2023 21:40 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000116 · edgardoc.xml · derivative · entry 4 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 569 Underlying: Common Stock · 569 shares Expires not disclosed F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 21:40 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 482 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000116 · edgardoc.xml · derivative · entry 3 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 482 shares Expires not disclosed 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 21:40 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,709 | $0.00 Strike: $295.92 | $0.00 |
DisclosureSEC source: 0001035267-23-000116 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,709 Underlying: Common Stock · 1,709 shares Expires 2030-04-26 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. Read SEC document |
| April 27, 2023 Filed Apr 28, 2023 21:40 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 482 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000116 · edgardoc.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,802 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 |
| April 28, 2022 Filed May 2, 2022 15:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 482 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000108 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482 Underlying: Common Stock · 482 shares Expires not disclosed F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F3 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the grant date or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 28, 2022 Filed May 2, 2022 15:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,448 | $0.00 Strike: $243.26 | $0.00 |
DisclosureSEC source: 0001035267-22-000108 · edgardoc.xml · derivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,448 Underlying: Common Stock · 1,448 shares Expires 2029-04-27 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 16:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 555 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008948 · doc1.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 555 shares Expires not disclosed 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of the Stockholders, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of the Stockholders, subject to the Reporting Person's continued service. F1 · balance_after: On October 5, 2021, the common stock 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 grants to decrease to 1/3rd of the original grant price. Read SEC document |
| April 22, 2022 Filed Apr 26, 2022 16:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 555 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008948 · doc1.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,320 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: On October 5, 2021, the common stock 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 grants to decrease to 1/3rd of the original grant price. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 23:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 185 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000069 · edgardoc.xml · derivative · entry 4 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185 Underlying: Common Stock · 185 shares Expires not disclosed F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. F2 · derivative.expiration_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 23:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000069 · edgardoc.xml · derivative · entry 3 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 255 shares Expires 2022-04-23 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: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 23:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 557 | $0.00 Strike: $859.66 | $0.00 |
DisclosureSEC source: 0001035267-21-000069 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 557 Underlying: Common Stock · 557 shares Expires 2031-04-22 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. Read SEC document |
| April 22, 2021 Filed Apr 23, 2021 23:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-21-000069 · edgardoc.xml · nonDerivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 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 |
| April 23, 2020 Filed Apr 27, 2020 21:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 255 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000081 · edgardoc.xml · derivative · entry 2 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 Underlying: Common Stock · 255 shares Expires 2022-04-23 F2 · derivative.exercise_date: 100% of the RSUs shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. Read SEC document |
| April 23, 2020 Filed Apr 27, 2020 21:56 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 766 | $0.00 Strike: $513.22 | $0.00 |
DisclosureSEC source: 0001035267-20-000081 · edgardoc.xml · derivative · entry 1 Beery Joseph C · CIK 0001249557 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 766 Underlying: Common Stock · 766 shares Expires 2030-04-23 F1 · derivative.exercise_date: 100% of the shares subject to the option shall vest on the earlier of the one year anniversary of the date of grant or the next Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a director to the issuer. 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.