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 |
|---|---|---|---|---|---|---|
| October 26, 2015 Filed Nov 12, 2015 16:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000110 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,159 F1 · shares: This filing corrects information included on an amended filing issued on 11-10-15, for activity that took place on 10-26-15. The amended filing stated that 4,000 shares were sold on 10-26-15, which is incorrect. A total of 4,000 shares was gifted from the Lonnie Smith and Cheryl Smith, Community Property account to The Smith Family Foundation. The footnote on the original form filing, dated 11-09-15, incorrectly stated that this was a sale instead of a gift. Read SEC document |
| October 26, 2015 Filed Nov 12, 2015 16:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000110 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 269,159 F1 · shares: This filing corrects information included on an amended filing issued on 11-10-15, for activity that took place on 10-26-15. The amended filing stated that 4,000 shares were sold on 10-26-15, which is incorrect. A total of 4,000 shares was gifted from the Lonnie Smith and Cheryl Smith, Community Property account to The Smith Family Foundation. The footnote on the original form filing, dated 11-09-15, incorrectly stated that this was a sale instead of a gift. Read SEC document |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $341.19 | $0.00 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2021-02-15 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: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,328 | $0.00 Strike: $334.30 | $0.00 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · derivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,328 shares Expires 2020-02-16 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: 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 |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,328 | $500.00 | $2,664,000.00 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,159 F1 · price: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. Read SEC document |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,328 | $334.30 | $1,781,150.40 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,487 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 |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $500.00 | $2,500,000.00 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,159 F1 · price: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. Read SEC document |
| October 23, 2015 Filed Oct 23, 2015 21:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $341.19 | $1,705,950.00 |
DisclosureSEC source: 0001035267-15-000105 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 270,159 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 |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 8,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 66,726 F2 · price: Shares were distributed by Lonnie M Smith GRAT Trust 8 U/A 8/6/2012, The Trust Company of Oxford, Trustee,to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 12,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 75,369 F1 · price: Shares were distributed by Lonnie M Smith GRAT #9 DTD 8/26/2013, The Trust Company of Oxford, Trustee, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 88,045 F7 · price: Shares were distributed from Lonnie M Smith GRAT #9 DTD 08/26/13 to Catherine Smith Howell. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 89,190 F6 · price: Shares were distributed from Lonnie M Smith GRAT #9 DTD 08/26/13 to Michael L Smith. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 90,335 F5 · price: Shares were distributed from Lonnie M Smith GRAT #9 DTD 08/26/13 to Rebecca Smith Eggleston. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 91,480 F4 · price: Shares were distributed from Lonnie M Smith GRAT #9 DTD 08/26/13 to Maryam Smith Keyser. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,145 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 92,625 F3 · price: Shares were distributed from Lonnie M Smith GRAT #9 DTD 08/26/13 to Kristin S Dayley. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 8,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,159 F2 · price: Shares were distributed by Lonnie M Smith GRAT Trust 8 U/A 8/6/2012, The Trust Company of Oxford, Trustee,to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 01, 2015 Filed Sep 9, 2015 00:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 12,676 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000099 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 256,516 F1 · price: Shares were distributed by Lonnie M Smith GRAT #9 DTD 8/26/2013, The Trust Company of Oxford, Trustee, to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,672 | $0.00 Strike: $334.30 | $0.00 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,328 Underlying: Common Stock · 12,672 shares Expires 2020-02-16 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: 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 |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,328 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · derivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,328 shares Expires 2018-02-15 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: 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 |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,328 | $544.62 | $3,990,959.24 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,040 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. F2 · price: The average selling price for the transactions was $544.617752. The shares sold at: $523.00 - $523.99 = 95 shares; $524.00 to $524.99 = 5 shares; $529.00 - $529.99 = 500 shares; $540.00 - $540.99 = 500 shares; $541.00 - $541.99 = 600 shares; $542.00 - $542.99 = 1,100 shares; $543.00 - $543.99 = 2,849 shares; 544.00 - $544.99 = 7,752 shares; 545.00 - $545.99 = 2,250 shares; $546.00 - $546.99 = 800 shares; $547.00 - $547.99 = 349 shares; $548.00 - $548.99 = 800 shares;$549.00 - $549.99 = 1,400 shares; $550.00 - $550.99 = 600 shares; and $551.00 - $551.99 = 400 shares. Read SEC document |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,328 | $303.27 | $2,222,362.56 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,368 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 |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,672 | $544.62 | $6,901,396.76 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,040 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. F2 · price: The average selling price for the transactions was $544.617752. The shares sold at: $523.00 - $523.99 = 95 shares; $524.00 to $524.99 = 5 shares; $529.00 - $529.99 = 500 shares; $540.00 - $540.99 = 500 shares; $541.00 - $541.99 = 600 shares; $542.00 - $542.99 = 1,100 shares; $543.00 - $543.99 = 2,849 shares; 544.00 - $544.99 = 7,752 shares; 545.00 - $545.99 = 2,250 shares; $546.00 - $546.99 = 800 shares; $547.00 - $547.99 = 349 shares; $548.00 - $548.99 = 800 shares;$549.00 - $549.99 = 1,400 shares; $550.00 - $550.99 = 600 shares; and $551.00 - $551.99 = 400 shares. Read SEC document |
| July 24, 2015 Filed Jul 27, 2015 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 12,672 | $334.30 | $4,236,249.60 |
DisclosureSEC source: 0001035267-15-000072 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,712 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 01, 2015 Filed Jun 4, 2015 20:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 11,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000061 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 89,770 F1 · price: Shares were distributed by Lonnie M. Smith Equalization GRAT dated 5/21/13 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| June 01, 2015 Filed Jun 4, 2015 20:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 11,009 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000061 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,040 F1 · price: Shares were distributed by Lonnie M. Smith Equalization GRAT dated 5/21/13 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| May 29, 2015 Filed Jun 1, 2015 21:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $488.68 | $977,360.00 |
DisclosureSEC source: 0001035267-15-000060 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 237,031 F1 · price: The average selling price for the transactions was $488.67. The shares sold at: $485.00 - $485.99 = 100 shares; $486.00 - $486.99 = 500 shares; $487.00 to $487.99 = 100 shares; $488.00 - $488.99 = 100 shares; $489.00 - $489.99 = 700 shares; $490.00 - $490.99 = 400 shares; $491.00 - $491.99 = 100shares. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 12 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,031 F12 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Catherine Smith Howell ACF Anna Howell U/MN/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 11 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,321 F11 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Michael Smith ACF Bria Kendell Smith U/CA/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,561 F10 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Kristen Smith Dayley C/F Caroline Dayley UTMA/WA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 185 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,746 F9 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Kristen Smith Dayley C/F Matthew Stuart Dayley UTMA/WA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,931 F8 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebecca S Eggleston C/F Madeleine Eggleston UTMA/CO. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,066 F7 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebecca S Eggleston ACF Parker Keith Eggleston U/CO/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 130 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,201 F6 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Catherine Smith Howell ACF Elizabeth D Howell U/MN/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,331 F5 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Michael Smith ACF Weston Davis Smithl U/CA/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,396 F4 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Maryam Smith Keyser ACF Cade S. Keyser U/TX/UTMA. Read SEC document |
| April 28, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,446 F3 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebecca S. Eggleston ACF Brooks D. Eggleston U/CO/UTMA. Read SEC document |
| April 27, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,496 F2 · 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 |
| April 24, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 500 shares Expires 2018-04-25 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. F6 · 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 24, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · derivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,328 Underlying: Common Stock · 20,000 shares Expires 2018-02-15 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. F4 · 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 |
| April 24, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,244 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 · price: On 4/24/14, RSU shares were granted, vesting 100% one year from date of grant. RSUs convert into common stock on the vest date on a one-for-one basis. On 4/24/15, 100% of the shares were released and deposited into the holders account. Read SEC document |
| April 24, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 20,000 | $508.03 | $10,160,604.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,744 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. F2 · price: The average selling price for the transactions was $508.030228. The shares sold at: $05.00 - $505.99 = 3,434 shares; $506.00 to $506.99 = 4,100 shares; $507.00 - $507.99 = 1,942 shares; $508.00 - $508.99 = 4,944 shares; $509.00 - $509.99 = 2,506 shares; $510.00 - $510.99 = 1,654 shares; $511.00 - $511.99 = 460 shares; $512.00 = $512.99 = 800 shares; $514.00 - $514.99 = 160 shares. Read SEC document |
| April 24, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 20,000 | $303.27 | $6,065,400.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,744 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 13 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 100,779 F1 · price: 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 |
| April 24, 2015 Filed May 5, 2015 15:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,252 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000052 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,496 F1 · price: 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 |
| April 23, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 650 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · derivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 650 Underlying: Common Stock · 650 shares Expires 2019-04-23 F6 · 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 23, 2015 Filed Apr 27, 2015 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,050 | $0.00 Strike: $512.77 | $0.00 |
DisclosureSEC source: 0001035267-15-000041 · edgardoc.xml · derivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050 Underlying: Common Stock · 1,050 shares Expires 2025-04-23 F5 · 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 |
| January 27, 2015 Filed Jan 28, 2015 15:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-15-000006 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,328 Underlying: Common Stock · 20,000 shares Expires 2018-02-15 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: 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 |
| January 27, 2015 Filed Jan 28, 2015 15:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 20,000 | $511.31 | $10,226,122.00 |
DisclosureSEC source: 0001035267-15-000006 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,744 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 25, 2014. F2 · price: The shares were sold at an average price of $511.306070. The actual selling price of the shares was: $506.00 - $506.99 - 1000 shares sold; $507.00 - $507.99 - 1500 shares sold; $508.00 - $508.99 - 405 shares; $509.00 - $509.99 - 2340 shares sold; $510.00 - $510.99 - 2960 shares sold; $511 - $511.99 - 4385 shares sold; $512 - $512.99 - 2124 shares sold; $513 - $513.99 - 2001 shares sold; $514 - $514.99 - 864 shares sold; $515 - $515.99 - 2421 shares sold. Read SEC document |
| January 27, 2015 Filed Jan 28, 2015 15:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 20,000 | $303.27 | $6,065,400.00 |
DisclosureSEC source: 0001035267-15-000006 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,744 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, 2014 Filed Dec 16, 2014 01:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000118 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 102,031 F1 · price: Shares were distributed by Lonnie M. Smith Heartflow GRAT UA 12/05/2012 to Lonnie Smith & Cheryl Smith, Community Property. 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.