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 |
|---|---|---|---|---|---|---|
| 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 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 240,744 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 |
| December 08, 2014 Filed Dec 9, 2014 23:39 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,700 | $511.24 | $869,112.25 |
DisclosureSEC source: 0001035267-14-000116 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 239,675 F1 · price: The shares were sold by The Trust Company of Oxford FBO The Smith Family Foundation. Read SEC document |
| November 25, 2014 Filed Dec 2, 2014 17:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000113 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,375 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 |
| November 17, 2014 Filed Nov 18, 2014 16:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $511.91 | $153,574.02 |
DisclosureSEC source: 0001035267-14-000110 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 103,100 F3 · 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 04, 2014 Filed Nov 18, 2014 16:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000110 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 103,400 F2 · shares: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to Lonnie M Smith Heartflow II GRAT dated 10/9/14, The Trust Company of Oxford, Trustee, Read SEC document |
| November 04, 2014 Filed Nov 18, 2014 16:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000110 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 242,375 F2 · shares: Shares from Lonnie Smith & Cheryl Smith, Community Property, were transferred to Lonnie M Smith Heartflow II GRAT dated 10/9/14, The Trust Company of Oxford, Trustee, Read SEC document |
| October 28, 2014 Filed Nov 18, 2014 16:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000110 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,427 F1 · shares: These shares were gifted to various grandchildren of Mr. Smith, of which he has no investment control. Read SEC document |
| September 04, 2014 Filed Sep 29, 2014 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 11,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000096 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 99,348 F2 · price: Shares were distributed by GRAT No. 9 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 04, 2014 Filed Sep 29, 2014 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000096 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 110,947 F1 · price: Shares were distributed by GRAT No. 8 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 04, 2014 Filed Sep 29, 2014 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 11,599 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000096 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 246,922 F2 · price: Shares were distributed by GRAT No. 9 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 04, 2014 Filed Sep 29, 2014 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000096 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,323 F1 · price: Shares were distributed by GRAT No. 8 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| August 06, 2014 Filed Aug 15, 2014 23:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000084 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,721 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 |
| July 30, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 121,549 F1 · balance_after: Shares were distributed from GRAT No. 7 to Lonnie Smith and Cheryl Smith, Community Property. Read SEC document |
| July 30, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 226,721 F1 · balance_after: Shares were distributed from GRAT No. 7 to Lonnie Smith and Cheryl Smith, Community Property. Read SEC document |
| July 28, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 132,052 F6 · price: Shares were distributed from GRAT No. 7 to Catherine Smith Howell Read SEC document |
| July 28, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 132,454 F5 · price: Shares were distributed from GRAT No. 7 to Michael L. Smith Read SEC document |
| July 28, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 132,856 F4 · price: Shares were distributed from GRAT No. 7 to Rebecca Smith Eggleston Read SEC document |
| July 28, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 133,258 F3 · price: Shares were distributed from GRAT No. 7 to Maryam Smith Keyser Read SEC document |
| July 28, 2014 Filed Aug 5, 2014 21:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 402 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000081 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 133,660 F2 · price: Shares were distributed from GRAT No. 7 to Kristen J. Smith. Read SEC document |
| May 30, 2014 Filed Jun 25, 2014 23:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 18,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000065 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 134,062 F1 · balance_after: Shares were distributed by Lonnie M. Smith Equalization GRAT dated 5/21/13 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| May 30, 2014 Filed Jun 25, 2014 23:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 18,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000065 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 216,218 F1 · balance_after: Shares were distributed by Lonnie M. Smith Equalization GRAT dated 5/21/13 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| April 24, 2014 Filed Apr 24, 2014 23:49 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000049 · edgardoc.xml · derivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 500 shares Expires 2018-04-25 F2 · derivative.exercise_date: Restricted Stock Units (RSUs) are granted pursuant to the 2010 Incentive Award Plan. The RSUs fully vest on the first anniversary of the date of grant. Read SEC document |
| April 24, 2014 Filed Apr 24, 2014 23:49 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $371.32 | $0.00 |
DisclosureSEC source: 0001035267-14-000049 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,500 Underlying: Common Stock · 1,500 shares Expires 2024-04-24 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 |
| March 06, 2014 Filed Mar 14, 2014 23:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000035 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 153,053 F2 · 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 |
| March 06, 2014 Filed Mar 14, 2014 23:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,166 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000035 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,227 F2 · 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 |
| February 28, 2014 Filed Mar 14, 2014 23:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000035 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,061 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to President and Fellows of Harvard College. Read SEC document |
| January 21, 2014 Filed Feb 12, 2014 01:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000013 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 154,219 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 |
| January 21, 2014 Filed Feb 12, 2014 01:27 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,212 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000013 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 198,561 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 |
| December 09, 2013 Filed Dec 13, 2013 21:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000047 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 155,431 F3 · balance_after: 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, 2013 Filed Dec 13, 2013 21:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 817 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000047 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197,349 F3 · balance_after: 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 05, 2013 Filed Dec 13, 2013 21:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000047 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 156,248 F2 · balance_after: The shares received by this Charitable Remainder Unitrust were transferred by the reporting employee. Read SEC document |
| December 05, 2013 Filed Dec 13, 2013 21:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000047 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 196,532 F2 · balance_after: The shares received by this Charitable Remainder Unitrust were transferred by the reporting employee. Read SEC document |
| December 02, 2013 Filed Dec 13, 2013 21:43 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000047 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,532 F1 · balance_after: 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 06, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 149,248 F2 · price: Shares were distributed by GRAT No. 8 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 06, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 205,032 F2 · price: Shares were distributed by GRAT No. 8 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 9,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 160,003 F1 · price: Shares were distributed by GRAT No. 6 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 169,395 F7 · price: Shares were distributed from GRAT No. 6 to Catherine Smith Howell Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 170,780 F6 · price: Shares were distributed from GRAT No. 6 to Michael L. Smith. Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 172,165 F5 · price: Shares were distributed from GRAT No. 6 to Rebecca Smith Eggleston. Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 173,550 F4 · price: Shares were distributed from GRAT No. 6 to Maryam Smith Keyser Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,385 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 174,935 F3 · price: Shares were distributed from GRAT No. 6 to Kristen J. Smith. Read SEC document |
| September 03, 2013 Filed Sep 13, 2013 17:52 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 9,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000032 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194,277 F1 · price: Shares were distributed by GRAT No. 6 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| August 26, 2013 Filed Aug 28, 2013 19:02 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000030 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 176,320 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property and deposited into the Lonnie M. Smith GRAT Trust #9 dated 08/26/13. Read SEC document |
| August 26, 2013 Filed Aug 28, 2013 19:02 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000030 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,885 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property and deposited into the Lonnie M. Smith GRAT Trust #9 dated 08/26/13. Read SEC document |
| July 31, 2013 Filed Aug 8, 2013 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000022 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 146,320 F1 · price: Shares were distributed by GRAT No. 7 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| July 31, 2013 Filed Aug 8, 2013 18:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 10,617 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000022 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,885 F1 · price: Shares were distributed by GRAT No. 7 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| May 21, 2013 Filed May 24, 2013 19:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000021 · edgardoc.xml · nonDerivative · entry 12 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 156,937 F11 · price: The reporting person contributed shares to a grantor retained annuity trust ("Lonnie M. Smith Equalization GRAT U/A 5/21/13"). The sole trustee of the GRAT is The Trust Company of Oxford. Read SEC document |
| May 21, 2013 Filed May 24, 2013 19:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000021 · edgardoc.xml · nonDerivative · entry 11 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,268 F11 · price: The reporting person contributed shares to a grantor retained annuity trust ("Lonnie M. Smith Equalization GRAT U/A 5/21/13"). The sole trustee of the GRAT is The Trust Company of Oxford. Read SEC document |
| May 16, 2013 Filed May 24, 2013 19:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000021 · edgardoc.xml · nonDerivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 234,268 F10 · 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 |
| May 16, 2013 Filed May 24, 2013 19:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000021 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,768 F9 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.