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 |
|---|---|---|---|---|---|---|
| August 21, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 6,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 133,811 F4 · price: Shares were distributed by GRAT No. 7 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| August 21, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 6,870 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · 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: 251,545 F4 · price: Shares were distributed by GRAT No. 7 to Lonnie Smith & Cheryl Smith, Community Property. Read SEC document |
| August 15, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $517.31 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · derivative · entry 12 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2022-08-15 F9 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| August 15, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · 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: 244,675 F3 · 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 |
| August 15, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · 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: 244,725 F2 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebecca S Eggleston ACF Madeleine Diane Eggleston U/CO/UTMA. Read SEC document |
| August 06, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 140,681 F1 · price: The reporting person contributed shares to a grantor retained annuity trust No. 8 ("GRAT No. 8"). Read SEC document |
| August 06, 2012 Filed Oct 23, 2012 22:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000046 · 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: 244,775 F1 · price: The reporting person contributed shares to a grantor retained annuity trust No. 8 ("GRAT No. 8"). Read SEC document |
| July 24, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 55,000 Underlying: Common Stock · 5,000 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. F6 · 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, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 12,500 | $0.00 Strike: $47.86 | $0.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 0 Underlying: Common Stock · 12,500 shares Expires 2015-02-11 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: 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, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $473.18 | $2,365,890.50 |
DisclosureSEC source: 0001035267-12-000034 · 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: 274,775 F3 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 8, 2012. F4 · price: The average selling price for the transactions was $473.178106 The shares sold at: $470.00 - $470.99 = 1,850 shares; $471.00 to $471.99 = 200 shares; $472.00 - $472.99 = 2,160 shares; $473.00 - $473.99 = 9,690 shares; $474.00 - $474.99 = 3,100 shares; $475.00 - $475.99 = 375 shares; $478.00 - $478.99 = 125 shares. Read SEC document |
| July 24, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $106.69 | $533,450.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 279,775 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, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,500 | $473.18 | $5,914,726.25 |
DisclosureSEC source: 0001035267-12-000034 · 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: 274,775 F3 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 8, 2012. F4 · price: The average selling price for the transactions was $473.178106 The shares sold at: $470.00 - $470.99 = 1,850 shares; $471.00 to $471.99 = 200 shares; $472.00 - $472.99 = 2,160 shares; $473.00 - $473.99 = 9,690 shares; $474.00 - $474.99 = 3,100 shares; $475.00 - $475.99 = 375 shares; $478.00 - $478.99 = 125 shares. Read SEC document |
| July 24, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 12,500 | $47.86 | $598,250.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 287,275 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 |
| May 14, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000034 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 110,681 F5 · balance_after: These shares were received from the account of Lonnie Smith & Cheryl Smith, Community Property and are now held in an indirect holding at McKram Investors II, LLC. Read SEC document |
| May 14, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 274,775 F2 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to an indirect holding, McKram Investors II LLC. Read SEC document |
| May 08, 2012 Filed Jul 25, 2012 21:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000034 · 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: 289,775 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Churst of Jesus Christ of Latter-Day Saints. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 17,500 | $0.00 Strike: $47.86 | $0.00 |
DisclosureSEC source: 0001035267-12-000027 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 17,500 shares Expires 2015-02-11 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 |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 17,500 | $575.09 | $10,064,034.75 |
DisclosureSEC source: 0001035267-12-000027 · 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: 291,275 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 8, 2012. F2 · price: The average selling price for the transactions was $575.08766. The shares sold at: $569.00 - $569.99 = 427 shares; $570.00 to $570.99 = 2,261 shares; $571.00 - $571.99 = 1,771 shares; $572.00 - $572.99 = 1,538 shares; $573.00 - $573.99 = 1,030 shares; $574.00 - $574.99 = 1,836 shares; $575.00 - $575.99 = 1,554 shares; $576.00 = $576.99 = 841 shares; $577.00 - $577.99 = 366 shares; $578.00 - $578.99 = 2,282 shares; $579.00 - $579.99 = 2,349 shares; $580.00 - $580.99 = 944 shares; $581.00 - $581.99 = 301 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 17,500 | $47.86 | $837,550.00 |
DisclosureSEC source: 0001035267-12-000027 · 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: 308,775 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $505.23 | $0.00 |
DisclosureSEC source: 0001035267-12-000027 · edgardoc.xml · derivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2022-02-15 F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| February 01, 2012 Filed Feb 14, 2012 18:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000004 · 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: 291,275 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 |
| February 01, 2012 Filed Feb 14, 2012 18:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000004 · 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: 291,330 F4 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Maryam Smith Keyser ACF Elizabeth Cade S. Keyser U/TX/UTMA. Read SEC document |
| February 01, 2012 Filed Feb 14, 2012 18:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000004 · 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: 291,385 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 |
| February 01, 2012 Filed Feb 14, 2012 18:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000004 · 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: 291,440 F2 · 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 |
| February 01, 2012 Filed Feb 14, 2012 18:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000004 · 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: 291,495 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Catherine Smith Howell ACF Elizabeth Diane Howell U/MN/UTMA. Read SEC document |
| January 24, 2012 Filed Jan 28, 2012 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000001 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 95,681 F5 · price: Shares were distributed from GRAT No. 3 to Catherine Smith Howell. Read SEC document |
| January 24, 2012 Filed Jan 28, 2012 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000001 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 99,111 F4 · price: Shares were distributed from GRAT No. 3 to Michael L. Smith. Read SEC document |
| January 24, 2012 Filed Jan 28, 2012 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000001 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 102,541 F3 · price: Shares were distributed from GRAT No. 3 to the Rebecca Smith Eggleston Revocable Trust dated 10/26/10, Rebecca Smith Eggleston, Trustee. Read SEC document |
| January 24, 2012 Filed Jan 28, 2012 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 3,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000001 · 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: 105,971 F2 · price: Shares were distributed from GRAT No. 3 to Maryam Smith Keyser. Read SEC document |
| January 24, 2012 Filed Jan 28, 2012 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 3,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000001 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 109,401 F1 · price: Shares were distributed from GRAT No. 3 to Kristen J. Smith. Read SEC document |
| December 13, 2011 Filed Dec 15, 2011 17:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000030 · 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: 112,830 F1 · price: Shares were distributed by GRAT No. 6 to the reporting person. Read SEC document |
| December 13, 2011 Filed Dec 15, 2011 17:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 7,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000030 · 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: 291,550 F1 · price: Shares were distributed by GRAT No. 6 to the reporting person. Read SEC document |
| December 01, 2011 Filed Dec 6, 2011 22:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000027 · 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: 120,523 F1 · balance_after: Shares were distributed by GRAT No. 5 to the reporting person. Read SEC document |
| December 01, 2011 Filed Dec 6, 2011 22:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 6,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000027 · 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: 283,857 F1 · balance_after: Shares were distributed by GRAT No. 5 to the reporting person. Read SEC document |
| November 03, 2011 Filed Nov 11, 2011 00:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 17,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000025 · 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: 127,493 Read SEC document |
| November 03, 2011 Filed Nov 11, 2011 00:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 17,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000025 · 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: 276,887 F1 · balance_after: The reporting person contributed shares to a grantor retained annuity trust No. 3 ("GRAT No. 3"). The sole trustee of GRAT No. 3 is The Trust Company of Oxford. Read SEC document |
| October 25, 2011 Filed Oct 26, 2011 21:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $47.86 | $0.00 |
DisclosureSEC source: 0001035267-11-000023 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 15,000 shares Expires 2015-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These options were exercised and the underlying shares were sold pursuant to a 10b5-1 trading plan adopted by the reporting person on June 14, 2007. 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 25, 2011 Filed Oct 26, 2011 21:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 15,000 | $419.71 | $6,295,599.00 |
DisclosureSEC source: 0001035267-11-000023 · 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: 294,036 F1 · kind: These options were exercised and the underlying shares were sold pursuant to a 10b5-1 trading plan adopted by the reporting person on June 14, 2007. Read SEC document |
| October 25, 2011 Filed Oct 26, 2011 21:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 15,000 | $47.86 | $717,900.00 |
DisclosureSEC source: 0001035267-11-000023 · 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: 309,036 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 21, 2011 Filed Oct 21, 2011 23:09 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000019 · 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: 294,036 F1 · price: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to The Churst of Jesus Christ of Latter-Day Saints. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 110,344 F7 · balance_after: These shares were received from the account of Lonnie Smith & Cheryl Smith, Community Property and deposited into the Lonnie M. Simith GRAT Trust #7 dtd 07/28/11. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 297,036 F6 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to the Lonnie M. Simith GRAT Trust #7 dtd 07/28/11. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 327,036 F5 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Michael Lonn Smith ACF Weston Davis Smith U/MA/UTMA. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 327,101 F4 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Maryam Smith Keyser ACF Cade S. Keyser U/MA/UTMA. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 327,166 F3 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Rebeca S. Eggleston ACF JBrooks D. Eggleston U/MA/UTMA. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 40 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 327,231 F2 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Michael Lonn Smith ACF Jacob Porter Smith U/MA/UTMA. Read SEC document |
| July 28, 2011 Filed Aug 2, 2011 00:11 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-11-000012 · 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: 327,271 F1 · balance_after: These shares were gifted from the account of Lonnie Smith & Cheryl Smith, Community Property to Catherine Smith Howell ACF Colton J. Howell U/MA/UTMA. Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 17:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $47.86 | $0.00 |
DisclosureSEC source: 0001035267-11-000009 · edgardoc.xml · derivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,000 Underlying: Common Stock · 15,000 shares Expires 2015-02-11 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These options were exercised and the underlying shares were sold pursuant to a 10b5-1 trading plan adopted by the reporting person on June 14, 2007. 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 |
| July 26, 2011 Filed Jul 28, 2011 17:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 15,000 | $397.12 | $5,956,821.00 |
DisclosureSEC source: 0001035267-11-000009 · 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: 327,336 Read SEC document |
| July 26, 2011 Filed Jul 28, 2011 17:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 15,000 | $47.86 | $717,900.00 |
DisclosureSEC source: 0001035267-11-000009 · 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: 342,336 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.