Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | April 20, 2017 | April 24, 2017 |
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 April 20, 2017 · Filed April 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,141 |
Reported balance
After 2017-04-20 transaction · row 1
1 source rowRow 1 · 2017-04-20 · Exercise / conversion · Acquired 327 · Balance 1,141 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 2020-04-21 | Direct | 0 |
Reported balance
After 2017-04-20 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-04-20 · Exercise / conversion · Disposed 327 · Balance 0 F2: 100% of the grant will vest on the anniversary date of the grant or the next Annual Shareholders Meeting, whichever takes place first, provided however that vesting will cease on termination of the Director's service to the company. |
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 grant will vest on the anniversary date of the grant or the next Annual Shareholders Meeting, whichever takes place first, provided however that vesting will cease on termination of the Director's service to the company.
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 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 135 | $346.30 | $46,750.50 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 9 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,996 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,686 | $346.22 | $1,276,166.92 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 8 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,131 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 40 | $346.13 | $13,845.20 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 7 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,817 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 88 | $346.50 | $30,492.00 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 6 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,857 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 16 | $346.18 | $5,538.88 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 5 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,945 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 661 | $346.20 | $228,838.20 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 4 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,961 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $288.50 | $1,442,500.00 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 3 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,622 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 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 44 | $346.17 | $15,231.48 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 2 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,622 Read SEC document |
| February 26, 2010 Filed Mar 1, 2010 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 11,666 | $269.34 | $3,142,120.44 |
DisclosureSEC source: 0001252986-10-000016 · edgardoc.xml · nonDerivative · entry 1 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,666 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 23, 2009 Filed Apr 27, 2009 16:13 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 4,250 | $0.00 Strike: $135.39 | $0.00 |
DisclosureSEC source: 0001252986-09-000016 · edgardoc.xml · derivative · entry 1 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,250 Underlying: Common Stock · 4,250 shares Expires 2019-04-23 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 |
| April 21, 2008 Filed May 16, 2008 00:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $288.50 | $0.00 |
DisclosureSEC source: 0001252986-08-000022 · edgardoc.xml · derivative · entry 1 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-04-21 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 |
| October 19, 2007 Filed Oct 23, 2007 22:36 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $269.34 | $0.00 |
DisclosureSEC source: 0001252986-07-000020 · edgardoc.xml · derivative · entry 1 STALK GEORGE JR · CIK 0001415944 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2017-10-19 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the Non-Employee Directors' Stock Option Plan. Option shall vest 1/3rd one year after the date of grant and 1/36th 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.