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 |
|---|---|---|---|---|---|---|
| June 06, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 2,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No 2 Disclosed balance after: 0 F5 · kind: Shares were distributed by a grantor retained annuity trust #2 ("GRAT No. 2"} to the reporting person. F8 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuitytrusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| June 06, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 2,277 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F5 · kind: Shares were distributed by a grantor retained annuity trust #2 ("GRAT No. 2"} to the reporting person. F1 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| May 18, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · L.P. Disclosed balance after: 30,000 F4 · kind: The reporting person transferred the shares to McKram Investors LP. Lonnie Smith and Cheryl Smith are General Partners of McKram Investors LP. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F9 · ownership.nature: Shares are held by McKram Investors LP. Lonnie Smith and Cheryl Smith are General Partners of McKram Investors LP. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. Read SEC document |
| May 18, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F4 · kind: The reporting person transferred the shares to McKram Investors LP. Lonnie Smith and Cheryl Smith are General Partners of McKram Investors LP. The reporting person disclaims beneficial ownership of such shares except to the extent of his pecuniary interest therein. F1 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $47.86 | $0.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 60,000 Underlying: Common Stock · 5,000 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. 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 |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $18.50 | $0.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 0 Underlying: Common Stock · 10,000 shares Expires 2014-02-13 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 |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $352.36 | $1,761,822.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 407,680 F1 · price: These shares were sold pursuant to a 10b5-1 Plan. The shares were sold at an average price of $352.3644. The actual selling price of the shares was: 1,919 at $351.41; 100 at $351.46; 200 at $351.72; 2,000 at $351.74; 2,139 at $352.00; 300 at $352.01; 600 at $352.07; 110 at $352.11; 110 at $352.12; 2 at $352.14; 200 at $352.15; 100 at $352.17; 100 at $252.19; 100 at $352.27; 300 at $352.31; 100 at $352.32; 100 at $352.37; 100 at $352.39; 1,000 at $352.41; 1,000 at $352.49; 9 at $352.50; 200 at $352.52; 200 at $352.53; 100 at $352.68; 100 at 4352.71; 100 at $352.77; 75 at $352.78; 200 at $352.81; 200 at $352.82; 100 at $352.83; 100 at $352.86; 400 at $352.91; 10 at $352.96; 6 at $352.98; 10 at $353.02; 10 at $353.06; 600 at $353.11; 200 at $353.12; 188 at $353.61; 466 at $354.00; 2 at $354.02; 844 at $354.14; 300 at $354.15. Read SEC document |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $47.86 | $239,300.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 412,680 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 10,000 | $352.36 | $3,523,644.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 407,680 F1 · price: These shares were sold pursuant to a 10b5-1 Plan. The shares were sold at an average price of $352.3644. The actual selling price of the shares was: 1,919 at $351.41; 100 at $351.46; 200 at $351.72; 2,000 at $351.74; 2,139 at $352.00; 300 at $352.01; 600 at $352.07; 110 at $352.11; 110 at $352.12; 2 at $352.14; 200 at $352.15; 100 at $352.17; 100 at $252.19; 100 at $352.27; 300 at $352.31; 100 at $352.32; 100 at $352.37; 100 at $352.39; 1,000 at $352.41; 1,000 at $352.49; 9 at $352.50; 200 at $352.52; 200 at $352.53; 100 at $352.68; 100 at 4352.71; 100 at $352.77; 75 at $352.78; 200 at $352.81; 200 at $352.82; 100 at $352.83; 100 at $352.86; 400 at $352.91; 10 at $352.96; 6 at $352.98; 10 at $353.02; 10 at $353.06; 600 at $353.11; 200 at $353.12; 188 at $353.61; 466 at $354.00; 2 at $354.02; 844 at $354.14; 300 at $354.15. Read SEC document |
| April 26, 2011 Filed Apr 27, 2011 23:14 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,000 | $18.50 | $185,000.00 |
DisclosureSEC source: 0001252986-11-000048 · 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: 417,680 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 01, 2011 Filed Mar 8, 2011 00:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-11-000025 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 407,680 Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 01:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $341.19 | $0.00 |
DisclosureSEC source: 0001252986-11-000020 · edgardoc.xml · derivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2021-02-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 10, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 4 Disclosed balance after: 0 F7 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 4 ("GRAT No. 4"). The sole trustee of GRAT No. 4 is The Trust Company of Oxford. F8 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuitytrusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| February 10, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 29,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 3 Disclosed balance after: 0 F6 · kind: 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. F8 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuitytrusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| February 10, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 26,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.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 F3 · kind: Shares were distributed by GRAT No. 4 to the reporting person. F1 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| February 10, 2011 Filed Jul 27, 2011 22:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 29,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042660 · rrd318422.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F2 · kind: Shares were distributed by GRAT No. 3 to the reporting person. F1 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $18.50 | $0.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · derivative · entry 18 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 15,000 shares Expires 2014-02-13 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 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $337.14 | $674,280.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 17 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,180 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $337.01 | $674,020.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 16 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,180 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $336.90 | $1,684,511.50 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 15 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413,180 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $336.68 | $336,680.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 14 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 418,180 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 500 | $336.65 | $168,325.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 13 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,180 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $336.56 | $67,312.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 12 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,680 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,144 | $336.33 | $721,091.52 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 11 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 419,880 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $336.20 | $33,620.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 10 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,024 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 500 | $334.95 | $167,475.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 9 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,124 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 450 | $334.84 | $150,678.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 8 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 422,624 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $334.82 | $33,482.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 7 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,074 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $334.80 | $66,960.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 6 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,174 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $334.79 | $33,479.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 5 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,374 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $334.79 | $100,435.50 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,474 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 6 | $334.78 | $2,008.68 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,774 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $334.81 | $133,924.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 423,780 Read SEC document |
| January 27, 2011 Filed Jan 28, 2011 20:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 15,000 | $18.50 | $277,500.00 |
DisclosureSEC source: 0001252986-11-000003 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 424,180 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2010 Filed Dec 13, 2010 19:40 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000063 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,180 Read SEC document |
| November 29, 2010 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 9,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 28 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 5 Disclosed balance after: 20,344 F6 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 5 ("GRAT No. 5"). The sole trustee of GRAT No. 5 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 29, 2010 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 8,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 27 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 3 Disclosed balance after: 0 F4 · kind: 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. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 29, 2010 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 9,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 14 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F11 · kind: Shares were distributed by GRAT No. 5 to the reporting person. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 29, 2010 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 8,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 13 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 327,336 F7 · kind: Shares were distributed by GRAT No. 3 to the reporting person. F2 · balance_after: Previous filings made by the reporting person included indirect shares contributed to grantor retained annuity trusts as directly owned shares. This filing correctly reports the number of shares directly owned by the reporting person. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. Read SEC document |
| November 29, 2010 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 9,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 28 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 108,392 F5 · balance_after: Shares were distributed by GRAT No. 5 to the reporting person. Read SEC document |
| November 29, 2010 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 8,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 27 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · by Trust Disclosed balance after: 118,048 F3 · 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 |
| November 29, 2010 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 9,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 14 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 302,788 F9 · price: test Read SEC document |
| November 29, 2010 Filed Nov 30, 2012 23:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 8,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-12-000054 · edgardoc.xml · nonDerivative · entry 13 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 293,132 F6 · price: test Read SEC document |
| October 27, 2010 Filed Nov 15, 2010 21:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000060 · edgardoc.xml · nonDerivative · entry 4 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,180 Read SEC document |
| October 27, 2010 Filed Nov 15, 2010 21:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000060 · edgardoc.xml · nonDerivative · entry 3 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,270 Read SEC document |
| October 27, 2010 Filed Nov 15, 2010 21:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 90 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000060 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,360 Read SEC document |
| October 27, 2010 Filed Nov 15, 2010 21:18 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000060 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,450 Read SEC document |
| August 26, 2010 Filed Sep 14, 2010 21:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000059 · edgardoc.xml · nonDerivative · entry 2 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,505 Read SEC document |
| August 26, 2010 Filed Sep 14, 2010 21:48 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 88 | $0.00 | $0.00 |
DisclosureSEC source: 0001252986-10-000059 · edgardoc.xml · nonDerivative · entry 1 SMITH LONNIE M · CIK 0001238937 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 411,593 Read SEC document |
| August 23, 2010 Filed Jul 27, 2011 22:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon | 30,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001181431-11-042658 · rrd318421.xml · nonDerivative · entry 26 SMITH LONNIE M · CIK 0001238937 · Director · Chairman of the Board 10b5-1 filing: Not disclosed Ownership: Indirect · GRAT No. 6 Disclosed balance after: 30,000 F10 · kind: The reporting person contributed shares to a grantor retained annuity trust No. 6 ("GRAT No. 6"). The sole trustee of GRAT No. 6 is The Trust Company of Oxford. F12 · balance_after: Previous filings made by the reporting person included indirect shares held by grantor retained annuity trusts as directly owned shares. This filing correctly reports the shares held by the grantor retained annuity trusts as indirectly owned shares. The total number of shares beneficially owned is as of the date of this filing and not as of the transaction date in Box 3. 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.