Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | SVP General Counsel & CCO | June 07, 2018 | June 08, 2018 |
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.
INTUITIVE SURGICAL INC
Report date June 07, 2018 · Filed June 08, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,052 |
Ending reported balance
After 2018-06-07 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2018-06-07 · Exercise / conversion · Acquired 1,500 · Balance 11,552 Row 2 · 2018-06-07 · Sale · Disposed 1,500 · Balance 10,052 F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 15, 2017. Row 3 · 2018-06-07 · Exercise / conversion · Acquired 1,500 · Balance 11,552 Row 4 · 2018-06-07 · Sale · Disposed 1,500 · Balance 10,052 F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 15, 2017. Row 5 · 2018-06-07 · Exercise / conversion · Acquired 1,500 · Balance 11,552 Row 6 · 2018-06-07 · Sale · Disposed 1,500 · Balance 10,052 F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 15, 2017. Row 7 · 2018-06-07 · Exercise / conversion · Acquired 1,500 · Balance 11,552 Row 8 · 2018-06-07 · Sale · Disposed 1,500 · Balance 10,052 F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 15, 2017. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.73 · Expires 2021-02-15 | Direct | 19,500 |
Reported balance
After 2018-06-07 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-06-07 · Exercise / conversion · Disposed 1,500 · Balance 19,500 F2: 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. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.73 · Expires 2021-02-15 | Direct | 18,000 |
Reported balance
After 2018-06-07 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-06-07 · Exercise / conversion · Disposed 1,500 · Balance 18,000 F2: 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. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.73 · Expires 2021-02-15 | Direct | 16,500 |
Reported balance
After 2018-06-07 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2018-06-07 · Exercise / conversion · Disposed 1,500 · Balance 16,500 F2: 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. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $113.73 · Expires 2021-02-15 | Direct | 15,000 |
Reported balance
After 2018-06-07 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2018-06-07 · Exercise / conversion · Disposed 1,500 · Balance 15,000 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 15, 2017.
F2: 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.
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 |
|---|---|---|---|---|---|---|
| February 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 900 | $327.00 | $294,300.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 7 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Read SEC document |
| February 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $327.01 | $32,701.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 6 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,097 Read SEC document |
| February 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,000 | $107.27 | $107,270.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 5 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,197 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 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $325.00 | $97,500.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 4 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Read SEC document |
| February 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 300 | $107.27 | $32,181.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 3 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 497 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 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $324.00 | $64,800.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 2 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 197 Read SEC document |
| February 11, 2010 Filed Feb 13, 2010 00:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 200 | $107.27 | $21,454.00 |
DisclosureSEC source: 0001252986-10-000006 · edgardoc.xml · nonDerivative · entry 1 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 397 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 17, 2009 Filed Feb 18, 2009 16:20 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 30,000 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001252986-09-000003 · edgardoc.xml · derivative · entry 1 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,000 Underlying: Common Stock · 30,000 shares Expires 2019-02-17 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 |
| February 15, 2008 Filed Feb 20, 2008 02:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001415943-08-000001 · edgardoc.xml · derivative · entry 1 MELTZER MARK J · CIK 0001415943 · SVP & General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2018-02-15 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.