Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | See Remarks | February 28, 2023 | March 01, 2023 |
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, 2023 · Filed March 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $229.39 · Expires 2030-02-27 | Direct | 4,668 |
Reported balance
After 2023-02-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2023-02-28 · Grant · Acquired 4,668 · Balance 4,668 F1: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,112 |
Reported balance
After 2023-02-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2023-02-28 · Grant · Acquired 3,112 · Balance 3,112 F2: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 25% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 25% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date.
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 23:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 3,112 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-004079 · doc1.xml · derivative · entry 2 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,112 Underlying: Common Stock · 3,112 shares Expires not disclosed F2 · derivative.exercise_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 25% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. F2 · derivative.expiration_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 25% of the RSUs shall vest on each anniversary of February 10, 2023, 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 23:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,668 | $0.00 Strike: $229.39 | $0.00 |
DisclosureSEC source: 0001567619-23-004079 · doc1.xml · derivative · entry 1 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,668 Underlying: Common Stock · 4,668 shares Expires 2030-02-27 F1 · 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 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · derivative · entry 6 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,960 Underlying: Common Stock · 987 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Intuitive Surgical common stock. F3 · derivative.exercise_date: 25% of the RSUs vest on each anniversary of the date of grant. F3 · derivative.expiration_date: 25% of the RSUs vest on each anniversary of the date of grant. Read SEC document |
| February 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · derivative · entry 5 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,504 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_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Intuitive Surgical common stock. F2 · derivative.exercise_date: 100% of the RSUs vest on the first anniversary of the date of grant. F2 · derivative.expiration_date: 100% of the RSUs vest on the first anniversary of the date of grant. Read SEC document |
| February 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 298 | $245.27 | $73,090.46 |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · nonDerivative · entry 4 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112 Read SEC document |
| February 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 987 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · nonDerivative · entry 3 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Intuitive Surgical common stock. Read SEC document |
| February 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 478 | $245.27 | $117,239.06 |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · nonDerivative · entry 2 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,423 Read SEC document |
| February 10, 2023 Filed Feb 17, 2023 00:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,504 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-23-003225 · doc1.xml · nonDerivative · entry 1 DiMartino Michele · CIK 0001963984 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Intuitive Surgical common stock. 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.