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 |
|---|---|---|---|---|---|---|
| July 27, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $217.36 | $21,736.15 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,731 Read SEC document |
| July 27, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $217.36 | $21,736.20 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,831 Read SEC document |
| July 27, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 15,000 | $11.74 | $176,100.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 428,931 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 |
| June 05, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 11,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 21 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 1 Disclosed balance after: 0 F1 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 1 ("GRAT No.1"). The sole trustee of GRAT No. 1 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| June 05, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 11,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F1 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 1 ("GRAT No.1"). The sole trustee of GRAT No. 1 is The Trust Company of Oxford. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| June 05, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 11,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 21 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 120,675 F1 · balance_after: test Read SEC document |
| June 05, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 11,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,006 F1 · balance_after: test Read SEC document |
| May 23, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 20 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 5 Disclosed balance after: 20,344 F6 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 5 ("GRAT No. 5"). The sole trustee of GRAT No. 5 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| May 23, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F6 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 5 ("GRAT No. 5"). The sole trustee of GRAT No. 5 is The Trust Company of Oxford. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| May 23, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 20 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 132,284 F5 · balance_after: Shares were distributed by GRAT No. 5 to the reporting person. Read SEC document |
| May 23, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,397 F5 · balance_after: Shares were distributed by GRAT No. 5 to the reporting person. Read SEC document |
| May 22, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 19 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 4 Disclosed balance after: 0 F5 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 4 ("GRAT No. 4"). The sole trustee of GRAT No. 4 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| May 22, 2009 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F5 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 4 ("GRAT No. 4"). The sole trustee of GRAT No. 4 is The Trust Company of Oxford. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| May 22, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 19 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 102,284 F4 · balance_after: test Read SEC document |
| May 22, 2009 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,397 F4 · balance_after: test Read SEC document |
| March 11, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,931 Read SEC document |
| March 11, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,221 Read SEC document |
| March 11, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,511 Read SEC document |
| March 11, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414,801 Read SEC document |
| March 11, 2009 Filed Jul 28, 2009 20:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-09-000024 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,091 Read SEC document |
| February 17, 2009 Filed Feb 18, 2009 18:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001252986-09-000004 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2019-02-17 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| December 15, 2008 Filed Dec 16, 2008 20:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionIncentive Stock Option (right to buy) · Derivative | 14,706 | $0.00 Strike: $14.50 | $0.00 |
DisclosureSEC source: 0001252986-08-000038 · edgardoc.xml · derivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 14,706 shares Expires 2011-01-22 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: Incentive Stock Option granted pursuant to the 2000 Equity Incentive Plan. Option shall vest 1/8 on the six-month anniversary of the grant date and the remaining shares in equal installments over the next 42 months after the date of grant of 1/4/2006. Read SEC document |
| December 15, 2008 Filed Dec 16, 2008 20:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 14,706 | $14.50 | $213,237.00 |
DisclosureSEC source: 0001252986-08-000038 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 415,381 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 10, 2008 Filed Dec 16, 2008 20:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-08-000038 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,675 Read SEC document |
| November 17, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 44,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 18 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 3 Disclosed balance after: 0 F4 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 3 ("GRAT No. 3"). The sole trustee of GRAT No. 3 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 17, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 44,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F4 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 3 ("GRAT No. 3"). The sole trustee of GRAT No. 3 is The Trust Company of Oxford. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 17, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 44,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 18 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 72,284 F3 · balance_after: The reporting person contributed shares to a grantor retained annuity trust No. 3 ("GRAT No. 3"). The sole trustee of GRAT No. 3 is The Trust Company of Oxford. Read SEC document |
| November 17, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 44,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 329,641 F3 · balance_after: The reporting person contributed shares to a grantor retained annuity trust No. 3 ("GRAT No. 3"). The sole trustee of GRAT No. 3 is The Trust Company of Oxford. Read SEC document |
| November 13, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 17 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 1 Disclosed balance after: 0 F3 · kind: Shares were distributed by GRAT No. 1 to the reporting person. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 13, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F3 · kind: Shares were distributed by GRAT No. 1 to the reporting person. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 13, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 17 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 28,079 F10 · balance_after: test Read SEC document |
| November 13, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 12,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373,846 F2 · price: test Read SEC document |
| October 31, 2008 Filed Dec 3, 2008 22:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-08-000036 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,175 Read SEC document |
| July 28, 2008 Filed Jul 29, 2008 17:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $11.74 | $0.00 |
DisclosureSEC source: 0001252986-08-000029 · edgardoc.xml · derivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,794 Underlying: Common Stock · 10,000 shares Expires 2013-02-06 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: 1/8 of the option becomes exercisable six months from the date of grant and 1/48 vests each month thereafter. Read SEC document |
| July 28, 2008 Filed Jul 29, 2008 17:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 10,000 | $314.33 | $3,143,300.00 |
DisclosureSEC source: 0001252986-08-000029 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,300 Read SEC document |
| July 28, 2008 Filed Jul 29, 2008 17:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,000 | $11.74 | $117,400.00 |
DisclosureSEC source: 0001252986-08-000029 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,300 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 |
| June 02, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 20,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 16 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 1 Disclosed balance after: 0 F1 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 1 ("GRAT No.1"). The sole trustee of GRAT No. 1 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| June 02, 2008 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 20,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F1 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 1 ("GRAT No.1"). The sole trustee of GRAT No. 1 is The Trust Company of Oxford. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| June 02, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 20,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 16 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 40,439 F1 · balance_after: test Read SEC document |
| June 02, 2008 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 20,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 361,611 F1 · balance_after: test Read SEC document |
| May 06, 2008 Filed May 9, 2008 16:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 85 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-08-000013 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,300 Read SEC document |
| April 22, 2008 Filed Apr 22, 2008 22:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $11.74 | $0.00 |
DisclosureSEC source: 0001252986-08-000011 · edgardoc.xml · derivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,794 Underlying: Common Stock · 10,000 shares Expires 2013-02-06 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: 1/8 of the option becomes exercisable six months from the date of grant and 1/48 vests each month thereafter. Read SEC document |
| April 22, 2008 Filed Apr 22, 2008 22:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 10,000 | $285.02 | $2,850,200.00 |
DisclosureSEC source: 0001252986-08-000011 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,385 Read SEC document |
| April 22, 2008 Filed Apr 22, 2008 22:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,000 | $11.74 | $117,400.00 |
DisclosureSEC source: 0001252986-08-000011 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412,385 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 |
| February 15, 2008 Filed Feb 20, 2008 00:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 60,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001252986-08-000005 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 60,000 shares Expires 2018-02-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $11.74 | $0.00 |
DisclosureSEC source: 0001252986-08-000003 · edgardoc.xml · derivative · entry 16 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,794 Underlying: Common Stock · 10,000 shares Expires 2013-02-06 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: 1/8 of the option becomes exercisable six months from the date of grant and 1/48 vests each month thereafter. Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $301.58 | $1,507,900.00 |
DisclosureSEC source: 0001252986-08-000003 · edgardoc.xml · nonDerivative · entry 15 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,385 Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $302.76 | $121,104.00 |
DisclosureSEC source: 0001252986-08-000003 · edgardoc.xml · nonDerivative · entry 14 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,385 Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $302.67 | $121,068.00 |
DisclosureSEC source: 0001252986-08-000003 · edgardoc.xml · nonDerivative · entry 13 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,785 Read SEC document |
| February 12, 2008 Filed Feb 13, 2008 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $302.68 | $60,536.00 |
DisclosureSEC source: 0001252986-08-000003 · edgardoc.xml · nonDerivative · entry 12 SMITH LONNIE M · CIK 0001238937 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,185 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.