Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Sr Advisor - Commercial Ops | July 27, 2015 | July 28, 2015 |
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 July 27, 2015 · Filed July 28, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,213 |
Ending reported balance
After 2015-07-27 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2015-07-27 · Exercise / conversion · Acquired 5,000 · Balance 8,213 Row 2 · 2015-07-27 · Sale · Disposed 5,000 · Balance 3,213 F1: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 12, 2014. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $341.19 · Expires 2021-02-15 | Direct | 0 |
Reported balance
After 2015-07-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2015-07-27 · Exercise / conversion · Disposed 5,000 · Balance 0 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 12, 2014.
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 |
|---|---|---|---|---|---|---|
| July 30, 2004 Filed Nov 3, 2005 17:49 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionStock Option · Derivative | 5,833 | $6.00 Strike: $6.00 | $34,998.00 |
DisclosureSEC source: 0001209191-05-055246 · doc4a.xml · derivative · entry 4 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,833 shares Expires 2009-05-04 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 · security: Fully exercisable F2 · derivative.exercise_date: Fully exercisable Read SEC document |
| July 30, 2004 Filed Nov 3, 2005 17:49 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 10,000 | $22.57 | $225,700.00 |
DisclosureSEC source: 0001209191-05-055246 · doc4a.xml · nonDerivative · entry 3 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 778 F1 · security: The purpose of this amendment is to correctly report the number of shares of the issuer's common stock owned by the reporting person following the tranactions reported in the original Form 4 filed with the Securiteis and exchange Commission on 7/30/2004. Read SEC document |
| July 30, 2004 Filed Nov 3, 2005 17:49 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,167 | $6.00 | $25,002.00 |
DisclosureSEC source: 0001209191-05-055246 · doc4a.xml · nonDerivative · entry 2 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 30, 2004 Filed Nov 3, 2005 17:49 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,833 | $6.00 | $34,998.00 |
DisclosureSEC source: 0001209191-05-055246 · doc4a.xml · nonDerivative · entry 1 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 15,177 | $48.00 | $728,496.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 20 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $47.65 | $95,300.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 19 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,954.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $47.63 | $4,763.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 18 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,954.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $47.62 | $4,762.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 17 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,054.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 500 | $47.61 | $23,805.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 16 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,154.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $47.60 | $19,040.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 15 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,654.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $47.59 | $4,759.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 14 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,054.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $47.58 | $19,032.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 13 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,154.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $47.57 | $4,757.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 12 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,554.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $47.53 | $14,259.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 11 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,654.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $47.50 | $95,000.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 10 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,954.5 Read SEC document |
| February 15, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,888 | $11.74 | $57,385.12 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 9 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,954.5 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, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 11,790 | $14.50 | $170,955.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 8 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,066.5 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, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,499 | $6.00 | $26,994.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 7 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,276.5 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 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,700 | $48.28 | $178,636.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 6 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 777.5 Read SEC document |
| February 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $48.25 | $19,300.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 5 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,477.5 Read SEC document |
| February 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $48.03 | $4,803.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 4 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,877.5 Read SEC document |
| February 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,400 | $48.02 | $67,228.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 3 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,977.5 Read SEC document |
| February 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,261 | $48.00 | $108,528.00 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 2 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,377.5 Read SEC document |
| February 14, 2004 Filed Feb 16, 2005 02:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,861 | $11.74 | $92,288.14 |
DisclosureSEC source: 0001209191-05-010074 · doc4.xml · nonDerivative · entry 1 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,638.5 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 13, 2004 Filed Feb 19, 2004 02:37 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $18.50 | $0.00 |
DisclosureSEC source: 0001209191-04-011229 · doc4.xml · derivative · entry 1 MCNAMARA JEROME J · CIK 0001280629 · Sr. Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,000 Underlying: common stock · 35,000 shares Expires 2014-02-13 F1 · security: 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.