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 20, 2017 Filed Apr 21, 2017 21:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000064 · edgardoc.xml · derivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 202 Underlying: Common Stock · 202 shares Expires 2018-02-21 F4 · 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 20, 2017 Filed Apr 21, 2017 21:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 607 | $0.00 Strike: $814.45 | $0.00 |
DisclosureSEC source: 0001035267-17-000064 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 607 Underlying: Common Stock · 607 shares Expires 2027-04-20 F3 · 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 20, 2017 Filed Apr 21, 2017 21:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 443 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000064 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,638 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: These shares were acquired from the vest and release of an RSU grant previously issued to the Filer. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 20:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $750.00 | $1,500,000.00 |
DisclosureSEC source: 0001035267-17-000054 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,195 F2 · kind: These shares were sold pursuant to a 10b5-1 Trading Plan, entered into on 11-3-16. Read SEC document |
| March 07, 2017 Filed Mar 16, 2017 20:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000054 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 84,685 Read SEC document |
| March 07, 2017 Filed Mar 16, 2017 20:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,224 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000054 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,195 F1 · kind: Shares were distributed by Lonnie M. Smith TDC GRAT UA 03/05/2013, The Trust Company of Oxford, Trustee, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| February 24, 2017 Filed Mar 2, 2017 19:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 35 | $736.20 | $25,767.00 |
DisclosureSEC source: 0001035267-17-000045 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 85,909 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 |
| February 02, 2017 Filed Feb 3, 2017 22:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $700.00 | $1,400,000.00 |
DisclosureSEC source: 0001035267-17-000020 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 232,971 F1 · security: The shares were sold from The Smith Family Foundation, Inc. F2 · kind: These shares were sold pursuant to a 10b5-1 Trading Plan, entered into on 11-3-16. Read SEC document |
| January 27, 2017 Filed Jan 28, 2017 00:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $684.38 | $684,380.00 |
DisclosureSEC source: 0001035267-17-000008 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,971 F1 · price: These shares were sold pursuant to a 10b5-1 Trading Plan, entered into on 11-3-16. Read SEC document |
| December 13, 2016 Filed Dec 14, 2016 17:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $650.00 | $650,000.00 |
DisclosureSEC source: 0001035267-16-000250 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,971 F1 · kind: These shares were sold pursuant to a 10b5-1 Trading Plan, entered into on 11-3-16. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 16:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000246 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 85,944 F2 · price: Shares were distributed by Lonnie M. Smith Paylink GRAT dtd 11/20/2012, the Trust Company of Oxford, Trustee to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| December 02, 2016 Filed Dec 7, 2016 16:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000246 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,971 F1 · price: Shares were distributed by the Lonnie M. Smith Paylink GRAT, dated 11/20/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| November 17, 2016 Filed Nov 18, 2016 22:26 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 275 | $646.50 | $177,786.87 |
DisclosureSEC source: 0001035267-16-000244 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 87,025 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 |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 87,300 F3 · kind: Shares were distributed by the Lonnie M. Smith Heartflow II GRAT, dated 10/9/14, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 735 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,890 F4 · kind: The shares were gifted to the filer's grandchildren: Brooks Eggleston - 40 shares; Cade Keyser - 40 shares; Weston Smith - 45 shares; Elizabeth Howell - 45 shares; Parker Eggleston - 45 shares; Madeleine Eggleston - 45 shares; Mathew Dayley - 45 shares; Caroline Dayley - 45 shares; Bria Smith - 45 shares; Anna Howell - 50 shares; Greyson Smith - 290 shares. Read SEC document |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,625 F3 · kind: Shares were distributed by the Lonnie M. Smith Heartflow II GRAT, dated 10/9/14, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,099 F2 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Smith Family Foundation. Read SEC document |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,099 F2 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Smith Family Foundation. Read SEC document |
| November 02, 2016 Filed Nov 11, 2016 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000243 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,099 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Church of Jesus Christ of Latter-Day Saints. Read SEC document |
| September 08, 2016 Filed Sep 28, 2016 19:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000234 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 88,826 F2 · price: 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 |
| September 08, 2016 Filed Sep 28, 2016 19:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000234 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,699 F2 · price: 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 17, 2016 Filed Sep 28, 2016 19:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000234 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 89,326 F1 · price: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, Lonnie M. Smith Equalization GRAT II U/A 08/16/2016, The Trust Company of Oxford, Trustee. Read SEC document |
| August 17, 2016 Filed Sep 28, 2016 19:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000234 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,199 F1 · price: These shares were transferred from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, Lonnie M. Smith Equalization GRAT II U/A 08/16/2016, The Trust Company of Oxford, Trustee. Read SEC document |
| August 04, 2016 Filed Aug 12, 2016 21:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 14,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000223 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 74,326 F1 · kind: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to Lonnie M Smith Heartflow III GRAT dated 7/1/16, The Trust Company of Oxford, Trustee. Read SEC document |
| August 04, 2016 Filed Aug 12, 2016 21:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 14,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000223 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250,199 F1 · kind: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to Lonnie M Smith Heartflow III GRAT dated 7/1/16, The Trust Company of Oxford, Trustee. Read SEC document |
| May 17, 2016 Filed May 18, 2016 19:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $627.23 | $1,254,454.80 |
DisclosureSEC source: 0001035267-16-000204 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,644 F1 · price: The shares were sold by The Trust Company of Oxford FBO The Smith Family Foundation. Read SEC document |
| April 21, 2016 Filed Apr 22, 2016 13:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000181 · edgardoc.xml · derivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 Underlying: Common Stock · 443 shares Expires 2020-04-21 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 date. Read SEC document |
| April 21, 2016 Filed Apr 22, 2016 13:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 443 | $0.00 Strike: $641.91 | $0.00 |
DisclosureSEC source: 0001035267-16-000181 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 Underlying: Common Stock · 443 shares Expires 2026-04-21 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 date. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:51 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000183 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 Underlying: Common Stock · 443 shares Expires 2020-04-21 F3 · derivative.exercise_date: 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 |
| April 21, 2016 Filed Apr 25, 2016 16:51 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000183 · 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 · 650 shares Expires 2019-04-23 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. F3 · derivative.exercise_date: 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 |
| April 21, 2016 Filed Apr 25, 2016 16:51 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 443 | $0.00 Strike: $641.91 | $0.00 |
DisclosureSEC source: 0001035267-16-000183 · edgardoc.xml · derivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 443 Underlying: Common Stock · 443 shares Expires 2026-04-21 F2 · derivative.exercise_date: Options will vest 100% on the earlier of the first anniversary of the date of grant or the date of the next annual stockholders meeting. Read SEC document |
| April 21, 2016 Filed Apr 25, 2016 16:51 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 650 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000183 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 266,644 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 · date: As approved by the Issuers Board of Directors on January 28, 2016, these RSUs vested on April 21, 2016, the date of the Issuer?s annual stockholders meeting, which fell two days earlier than the first anniversary of the date of grant. Read SEC document |
| March 09, 2016 Filed Mar 14, 2016 20:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000161 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 59,881 F1 · shares: Shares were distributed by Lonnie M. Smith TDC GRAT UA 03/05/2013, The Trust Company of Oxford, Trustee, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| March 09, 2016 Filed Mar 14, 2016 20:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000161 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,994 F1 · shares: Shares were distributed by Lonnie M. Smith TDC GRAT UA 03/05/2013, The Trust Company of Oxford, Trustee, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| March 01, 2016 Filed Mar 4, 2016 18:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000155 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,674 F1 · kind: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Church of Jesus Christ of Latter-Day Saints. Read SEC document |
| February 16, 2016 Filed Feb 19, 2016 17:03 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000148 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 61,201 F2 · shares: Shares were distributed by Lonnie M. Smith Heartflow GRAT UA 12/05/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| February 16, 2016 Filed Feb 19, 2016 17:03 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000148 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 62,410 F1 · shares: Shares were distributed by the Lonnie M. Smith Paylink GRAT, dated 11/20/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| February 16, 2016 Filed Feb 19, 2016 17:03 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,209 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000148 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,674 F2 · shares: Shares were distributed by Lonnie M. Smith Heartflow GRAT UA 12/05/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| February 16, 2016 Filed Feb 19, 2016 17:03 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000148 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,465 F1 · shares: Shares were distributed by the Lonnie M. Smith Paylink GRAT, dated 11/20/2012 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| December 09, 2015 Filed Dec 15, 2015 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000114 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,335 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Michael Smith ACF Greyson Park Smith. Read SEC document |
| November 11, 2015 Filed Nov 12, 2015 16:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $501.34 | $1,002,680.00 |
DisclosureSEC source: 0001035267-15-000111 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,385 F1 · shares: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Smith Family Foundation. Read SEC document |
| November 10, 2015 Filed Nov 12, 2015 16:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 360 | $499.65 | $179,874.04 |
DisclosureSEC source: 0001035267-15-000111 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 63,540 F2 · shares: 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 05, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $499.97 | $149,989.77 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 67,900 F4 · price: Shares were sold by the Lonnie & Cheryl Smith Education Trust dated 07/27/2015, The Trust Company of Oxford, Trustee. Read SEC document |
| October 28, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,385 F3 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Church of Jesus Christ of Latter-Day Saints. Read SEC document |
| October 26, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 68,200 F2 · price: Shares were distributed by the Lonnie M. Smith Heartflow II GRAT, dated 10/9/14, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| October 26, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 70,726 F1 · shares: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Smith Family Foundation. Read SEC document |
| October 26, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,526 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,685 F2 · price: Shares were distributed by the Lonnie M. Smith Heartflow II GRAT, dated 10/9/14, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| October 26, 2015 Filed Nov 9, 2015 20:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000108 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 261,159 F1 · shares: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Smith Family Foundation. Read SEC document |
| October 26, 2015 Filed Nov 11, 2015 00:01 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000109 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 64,200 F1 · kind: Although correctly reported in the Form filing footnote, the sale of 4,000 shares was incorrectly coded as a gift of shares to a trust account. Read SEC document |
| October 26, 2015 Filed Nov 11, 2015 00:01 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000109 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263,685 F1 · kind: Although correctly reported in the Form filing footnote, the sale of 4,000 shares was incorrectly coded as a gift of shares to a trust account. F2 · shares: 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.