Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INTUITIVE SURGICAL INC
Report date April 23, 2020 · Filed April 27, 2020
Section 16 reporting ended · disclosed 2020-04-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 277,069 |
Reported balance
After 2020-04-23 transaction · row 1
1 source rowRow 1 · 2020-04-23 · Exercise / conversion · Acquired 355 · Balance 277,069 F1: These shares were acquired from the vest and release of an RSU grant previously issued to the Filer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2020-04-26 | Direct | 0 |
Reported balance
After 2020-04-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-04-23 · Exercise / conversion · Disposed 355 · Balance 0 F2: 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. |
| Common StockSEC Table I · non-derivative | Indirectby Trust | 298,523 |
Reported balance
Holding disclosure · report date 2020-04-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 298,523 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were acquired from the vest and release of an RSU grant previously issued to the Filer.
F2: 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.
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 23, 2020 Filed Apr 27, 2020 20:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000078 · edgardoc.xml · derivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 355 shares Expires 2020-04-26 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: 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 20:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 355 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000078 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 277,069 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 acquired from the vest and release of an RSU grant previously issued to the Filer. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 19:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,537 | $600.72 | $7,531,240.43 |
DisclosureSEC source: 0001035267-20-000038 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 298,523 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 19:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000038 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276,714 F2 · kind: These shares were were transferred to a Fidelity charitable account in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 14, 2020 Filed Feb 18, 2020 19:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 15,663 | $600.72 | $9,409,094.59 |
DisclosureSEC source: 0001035267-20-000038 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,414 F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,463 | $600.30 | $2,078,849.29 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 311,060 F3 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 297,077 F4 · kind: These shares were were transferred to a Fidelity charitable account in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 4,337 | $600.30 | $2,603,514.11 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 298,377 F3 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on March 13, 2020. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 227 | $592.78 | $134,561.65 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 314,523 F6 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| January 28, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 9,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 314,750 F5 · kind: The shares were distributed from an indirect holding, The Trust Company of Oxford, TR U/A 12/5/17 Lonnie M. Smith GRAT No. 12, to various children of the holder. Read SEC document |
| January 28, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 323,929 F2 · kind: These shares were transferred from The Trust Company of Oxford, TR U/A 12/05/2017 Lonnie M. Smith GRAT No. 12 to the account of Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| January 28, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 13,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 334,679 F1 · kind: These shares were transferred from The Trust Company of Oxford TR U/A 11/29/18 Lonnie M. Smith GRAT No. 14 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| January 28, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,714 F2 · kind: These shares were transferred from The Trust Company of Oxford, TR U/A 12/05/2017 Lonnie M. Smith GRAT No. 12 to the account of Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| January 28, 2020 Filed Feb 14, 2020 18:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 13,012 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-20-000037 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 291,964 F1 · kind: These shares were transferred from The Trust Company of Oxford TR U/A 11/29/18 Lonnie M. Smith GRAT No. 14 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| November 26, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 347,691 F2 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, McKram Investment Capital, LLC. Read SEC document |
| November 26, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,952 F2 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, McKram Investment Capital, LLC. Read SEC document |
| November 13, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,965 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 287,691 F4 · kind: The shares were distributed from an indirect holding, McKram Investors, LP. to various children of the holder. Read SEC document |
| November 13, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 290,656 F3 · kind: These shares were gifted from the indirect holding of McKram Investors, LP. to an indirect holding, McKram Holdings, LLC. Read SEC document |
| November 13, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 84 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 290,572 F3 · kind: These shares were gifted from the indirect holding of McKram Investors, LP. to an indirect holding, McKram Holdings, LLC. Read SEC document |
| November 08, 2019 Filed Nov 12, 2019 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 205 | $554.49 | $113,669.84 |
DisclosureSEC source: 0001035267-19-000153 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 260,656 F2 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| November 01, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 290,861 F1 · kind: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, The Trust Company of Oxford, Trustee U/A 11/1/19 Lonnie M. Smith GRAT No. 16. Read SEC document |
| November 01, 2019 Filed Dec 27, 2019 20:46 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000163 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,952 F1 · kind: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, The Trust Company of Oxford, Trustee U/A 11/1/19 Lonnie M. Smith GRAT No. 16. Read SEC document |
| October 23, 2019 Filed Nov 12, 2019 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000153 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 260,861 F1 · kind: Shares were distributed by Lonnie M. Smith Poly-Wood GRAT U/A 08/19/15, the Trust Company of Oxford, Trustee to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| October 23, 2019 Filed Nov 12, 2019 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 743 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000153 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,952 F1 · kind: Shares were distributed by Lonnie M. Smith Poly-Wood GRAT U/A 08/19/15, the Trust Company of Oxford, Trustee to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| August 20, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 215 | $493.18 | $106,034.35 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 261,604 F7 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 261,819 F3 · kind: Shares were distributed by The Trust Company of Oxford, TR U/A 5/29/18 Lonnie M. Smith GRAT 13, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 275,819 F6 · kind: Shares were distributed by Lonnie M. Smith Heartflow GRAT UA 12/05/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 283,546 F5 · kind: These shares were distributed from an indirect holding, Lonnie M. Smith Equalization GRAT 11 U/A 05/24/2017, The Trust Company of Oxford, Trustee to various children and grandchildren of the holder. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 299,489 F4 · kind: Shares were distributed by Lonnie M. Smith GRAT No. 11, dated 5/24/17 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,209 F4 · kind: Shares were distributed by Lonnie M. Smith GRAT No. 11, dated 5/24/17 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,595 F3 · kind: Shares were distributed by The Trust Company of Oxford, TR U/A 5/29/18 Lonnie M. Smith GRAT 13, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 338,595 F2 · kind: Shares were distributed by the Lonnie M. Smith Heartflow III GRAT, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| May 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 315,103 F1 · kind: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property and are now held in an indirect holding at The Trust Company of Oxford, TR U/A 5/23/2019 Lonnie M. Smith GRAT No. 15. Read SEC document |
| May 23, 2019 Filed Aug 20, 2019 18:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000130 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 330,868 F1 · kind: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property and are now held in an indirect holding at The Trust Company of Oxford, TR U/A 5/23/2019 Lonnie M. Smith GRAT No. 15. Read SEC document |
| May 16, 2019 Filed May 18, 2019 01:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 227 | $493.39 | $111,999.53 |
DisclosureSEC source: 0001035267-19-000074 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 286,275 F1 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| April 25, 2019 Filed Apr 25, 2019 23:26 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 355 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000052 · edgardoc.xml · derivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 355 Underlying: Common Stock · 355 shares Expires 2020-04-26 F2 · derivative.exercise_date: 100% of the grant will vest on the anniversary date of the grant or the next Annual Shareholders Meeting, whichever takes place first, provided however that vesting will cease on termination of the Director's service to the company. Read SEC document |
| April 25, 2019 Filed Apr 25, 2019 23:26 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,066 | $0.00 Strike: $517.78 | $0.00 |
DisclosureSEC source: 0001035267-19-000052 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,066 Underlying: Common Stock · 1,066 shares Expires 2029-04-25 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant or at the next Shareholders Meeting, whichever should take place first, provided that vesting will cease on termination of the Directors service to the Company. Read SEC document |
| April 19, 2019 Filed Apr 23, 2019 15:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 450 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000046 · edgardoc.xml · derivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 450 shares Expires 2022-04-19 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: The RSUs fully vest on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. F2 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 19, 2019 Filed Apr 23, 2019 15:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000046 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,696 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: The RSUs fully vest on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. Read SEC document |
| February 26, 2019 Filed Feb 28, 2019 16:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 210 | $546.56 | $114,776.55 |
DisclosureSEC source: 0001035267-19-000028 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 286,502 F2 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| January 29, 2019 Filed Feb 28, 2019 16:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000028 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 286,712 F1 · kind: These shares were transferred from The Trust Company of Oxford, TR U/A 12/05/2017 Lonnie M. Smith GRAT No. 12 to the account of Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| January 29, 2019 Filed Feb 28, 2019 16:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-19-000028 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,246 F1 · kind: These shares were transferred from The Trust Company of Oxford, TR U/A 12/05/2017 Lonnie M. Smith GRAT No. 12 to the account of Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 00:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000144 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 296,783 Read SEC document |
| December 12, 2018 Filed Dec 13, 2018 00:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000144 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 349,175 F1 · kind: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to The Trust Company of Oxford TR U/A 11/29/18 Lonnie M Smith GRAT No. 14, Read SEC document |
| November 07, 2018 Filed Nov 8, 2018 19:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 225 | $540.04 | $121,509.09 |
DisclosureSEC source: 0001035267-18-000138 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 266,783 F1 · kind: The shares were sold from the Lonnie M. Smith 2013 Charitable Remainder Unitrust, from which Mr. Smith is not an Investment Advisor. Read SEC document |
| August 30, 2018 Filed Sep 6, 2018 15:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 19,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000120 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 267,008 F4 · kind: These shares were distributed from an indirect holding, Lonnie M. Smith Equalization GRAT II U/A 08/16/2016, The Trust Company of Oxford, Trustee to various children and grandchildren of the holder. Read SEC document |
| August 30, 2018 Filed Sep 6, 2018 15:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000120 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 286,865 F3 · kind: These shares were transferred from an indirect holding, Lonnie M. Smith Equalization GRAT II U/A 08/16/2016, The Trust Company of Oxford, Trustee to Lonnie Smith & Cheryl Smith,Community Property. Read SEC document |
| August 30, 2018 Filed Sep 6, 2018 15:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000120 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,175 F3 · kind: These shares were transferred from an indirect holding, Lonnie M. Smith Equalization GRAT II U/A 08/16/2016, The Trust Company of Oxford, Trustee to Lonnie Smith & Cheryl Smith,Community Property. Read SEC document |
| August 22, 2018 Filed Sep 6, 2018 15:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000120 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 368,555 F2 · kind: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to Fidelity Investments Charitable Gift Fund. Read SEC document |
| August 22, 2018 Filed Sep 6, 2018 15:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-18-000120 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388,555 F1 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to the Smith Family Foundation. 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.