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 |
|---|---|---|---|---|---|---|
| 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 8 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,823 F8 · 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 |
| 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 7 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,878 F7 · 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 |
| 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 6 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,933 F6 · 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 |
| 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 5 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 235,988 F5 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebecca S Eggleston CF Madeleine Diane Eggleston. 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 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,043 F4 · 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 |
| 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 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,098 F3 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Kristen Smith Dayley ACF Caroline Eleanor Dayley. 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 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,153 F2 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Kristen Smith Dayley ACF Matthew Stuart Dayley. Read SEC document |
| May 16, 2013 Filed May 24, 2013 19:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000021 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,208 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Catherine Smith Howell ACF Colton J. Howell U/MN/UTMA. Read SEC document |
| April 25, 2013 Filed Apr 26, 2013 17:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,000 | $0.00 Strike: $483.80 | $0.00 |
DisclosureSEC source: 0001035267-13-000018 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,000 Underlying: Common Stock · 3,000 shares Expires 2023-04-25 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 100% one year after the date of grant date. Read SEC document |
| March 05, 2013 Filed Mar 11, 2013 22:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000011 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 126,937 F2 · shares: These shares were received from the account of Lonnie Smith & Cheryl Smith, Community Property and are now held in an indirect holding Lonnie M. Smith TDC GRAT dated 3/5/2013. Read SEC document |
| March 05, 2013 Filed Mar 11, 2013 22:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000011 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 236,213 F1 · shares: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, Lonnie M. Smith TDC GRAT, dated 3/5/2013. Read SEC document |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,328 Underlying: Common Stock · 11,250 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 |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,750 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · derivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,750 shares Expires 2019-02-17 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 |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 11,250 | $541.43 | $6,091,080.75 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,213 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on February 1, 2013. F2 · price: The average selling price for the transactions was $541.429414. The shares sold at: $536.00 - $536.99 = 2,766 shares; $537.00 to $537.99 = 634 shares; $539.00 - $539.99 = 1,500 shares; $540.00 - $540.99 = 4,255 shares; $541.00 - $541.99 = 6,800 shares; $542.00 - $542.99 = 6,200 shares; $543.00 - $543.99 = 300 shares; $546.00 = $546.99 = 500 shares; $549.00 - $549.99 = 2,000 shares; and $550.00 - $550.99 = 45 shares. Read SEC document |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 11,250 | $303.27 | $3,411,787.50 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,463 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 |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 13,750 | $541.43 | $7,444,654.25 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,213 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on February 1, 2013. F2 · price: The average selling price for the transactions was $541.429414. The shares sold at: $536.00 - $536.99 = 2,766 shares; $537.00 to $537.99 = 634 shares; $539.00 - $539.99 = 1,500 shares; $540.00 - $540.99 = 4,255 shares; $541.00 - $541.99 = 6,800 shares; $542.00 - $542.99 = 6,200 shares; $543.00 - $543.99 = 300 shares; $546.00 = $546.99 = 500 shares; $549.00 - $549.99 = 2,000 shares; and $550.00 - $550.99 = 45 shares. Read SEC document |
| March 04, 2013 Filed Mar 5, 2013 21:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 13,750 | $107.27 | $1,474,962.50 |
DisclosureSEC source: 0001035267-13-000010 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,963 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 |
| January 31, 2013 Filed Feb 11, 2013 22:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 3,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000008 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 121,937 F2 · shares: This grantor retained annuity trust ("Lonnie M. Smith Heartflow GRAT U/A 12/5/12") received shares from Lonnie Smith & Cheryl Smith, Community Property. The sole trustee of the GRAT is The Trust Company of Oxford. Read SEC document |
| January 31, 2013 Filed Feb 11, 2013 22:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 3,490 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-13-000008 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 241,213 F1 · price: The reporting person contributed shares to a grantor retained annuity trust ("Lonnie M. Smith Heartflow GRAT U/A 12/5/12"). The sole trustee of the GRAT is The Trust Company of Oxford. Read SEC document |
| December 03, 2012 Filed Dec 5, 2012 22:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000056 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,003 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 |
| December 03, 2012 Filed Dec 5, 2012 22:57 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $525.98 | $525,980.00 |
DisclosureSEC source: 0001035267-12-000056 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,003 F1 · security: The shares were sold from The Smith Family Foundation, Inc. Read SEC document |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,422 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · derivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,578 Underlying: Common Stock · 1,422 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 |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 25,031 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,031 shares Expires 2017-02-15 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 |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 25,031 | $528.15 | $13,220,107.63 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,535 F2 · price: The average selling price for the transactions (a total of 26,453 shares) was $528.149422 The shares sold at: $525.00 - $525.99 = 2,280 shares; $526.00 to $526.99 = 5,500 shares; $527.00 - $527.99 = 5,333 shares; $528.00 - $528.99 = 5,016 shares; $529.00 - $529.99 = 2,932 shares; $530.00 - $530.99 = 1,000 shares; $531.00 - $531.99 = 2,000 shares; and $532.00 - $532.99 = 2,392 shares. Read SEC document |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 25,031 | $112.66 | $2,819,992.46 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,566 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 |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,422 | $528.15 | $751,028.45 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,535 F2 · price: The average selling price for the transactions (a total of 26,453 shares) was $528.149422 The shares sold at: $525.00 - $525.99 = 2,280 shares; $526.00 to $526.99 = 5,500 shares; $527.00 - $527.99 = 5,333 shares; $528.00 - $528.99 = 5,016 shares; $529.00 - $529.99 = 2,932 shares; $530.00 - $530.99 = 1,000 shares; $531.00 - $531.99 = 2,000 shares; and $532.00 - $532.99 = 2,392 shares. Read SEC document |
| November 27, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,422 | $303.27 | $431,249.94 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,957 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 |
| November 26, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 21,164 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · derivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,031 Underlying: Common Stock · 21,164 shares Expires 2017-02-15 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. 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 |
| November 26, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 21,164 | $534.34 | $11,308,826.79 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 F1 · price: The shares were sold at an average price of $534.342550. The actual selling price of the shares was: $531.00 - $531.99 = 1,000 shares sold; $533.00 - $533.99 = 11,000 shares sold; $534.00 - $534.99 = 4,641; $536.00 - $536.99 = 495 shares sold; $537.00 - $537.99 = 2,028 shares sold; and $538.00 - $538.99 = 2,000 shares sold. Read SEC document |
| November 26, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 21,164 | $112.66 | $2,384,336.24 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,699 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 |
| November 23, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,899 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · derivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,195 Underlying: Common Stock · 20,899 shares Expires 2017-02-15 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. 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 |
| November 23, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 20,899 | $536.87 | $11,219,979.25 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 Read SEC document |
| November 23, 2012 Filed Nov 26, 2012 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 20,899 | $112.66 | $2,354,481.34 |
DisclosureSEC source: 0001035267-12-000052 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 278,434 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 |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,906 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · derivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,094 Underlying: Common Stock · 2,906 shares Expires 2017-02-15 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. 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 |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 13,551 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · derivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,551 shares Expires 2016-02-07 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 |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 13,551 | $534.63 | $7,244,704.73 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 Read SEC document |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 13,551 | $106.69 | $1,445,756.19 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,086 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 |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,906 | $534.63 | $1,553,620.54 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 Read SEC document |
| November 21, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,906 | $112.66 | $327,389.96 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 260,441 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 |
| November 20, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 23,949 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · derivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,551 Underlying: Common Stock · 23,949 shares Expires 2016-02-07 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 |
| November 20, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 23,949 | $536.67 | $12,852,776.89 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 F1 · price: The shares were sold at an average price of $536.6728. The actual selling price of the shares was: $534.00 - $534.99 - 200 shares sold; $535.00 - $535.99 - 7,300 shares sold; $536.00 - $536.99 - 11,931 shares sold; $537.00 - $537.99 - 500 shares sold; $539.00 - $539.99 - 3,969 shares sold; and $540.00 - $540.99 - 49 shares sold. Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 22:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 23,949 | $106.69 | $2,555,118.81 |
DisclosureSEC source: 0001035267-12-000051 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 281,484 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 |
| November 20, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 131,821 F3 · price: The shares received by this grantor retained annuity trust "GRAT Paylink" were transferred by the reporting employee. Read SEC document |
| November 20, 2012 Filed Nov 28, 2012 22:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000053 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,535 F1 · price: The reporting person contributed shares to a grantor retained annuity trust "GRAT Paylink." Read SEC document |
| November 05, 2012 Filed Dec 21, 2012 00:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000060 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255,235 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 |
| October 22, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 17,500 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · derivative · entry 11 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 17,500 shares Expires 2016-02-07 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. F8 · 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 22, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 17,500 | $543.29 | $9,507,489.25 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 F6 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 8, 2012. F7 · price: These shares were sold pursuant to a 10b5-1 Plan. The shares were sold at an average price of $543.285130. The actual selling price of the shares was: $541.00 - $541.99 - 494 shares sold; $542.00 - $542.99 - 13,506 shares sold; $543.00 - $543.99 - 1,000 shares sold; $547.00 - $547.99 - 1,500 shares sold; $548.00 - $548.99 - 1,000 shares sold. Read SEC document |
| October 22, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 17,500 | $106.69 | $1,867,075.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,035 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 07, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 5,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,535 F5 · price: Shares were distributed by GRAT No. 6 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| September 07, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 5,990 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 127,821 F5 · price: Shares were distributed by GRAT No. 6 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.