Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | Director | October 30, 2014 | October 31, 2014 |
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 October 30, 2014 · Filed October 31, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,979 |
Ending reported balance
After 2014-10-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2014-10-30 · Exercise / conversion · Acquired 2,125 · Balance 7,104 Row 2 · 2014-10-30 · Sale · Disposed 2,125 · Balance 4,979 |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $483.80 · Expires 2023-04-25 | Direct | 0 |
Reported balance
After 2014-10-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2014-10-30 · Exercise / conversion · Disposed 2,125 · Balance 0 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.57 | $28,457.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 26 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,700 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.56 | $28,456.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 25 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.54 | $85,362.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 24 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,900 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $284.52 | $56,904.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 23 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $284.51 | $113,804.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 22 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,400 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 437 | $284.50 | $124,326.50 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 21 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,800 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $284.48 | $56,896.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 20 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,237 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.47 | $28,447.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 19 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,437 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.44 | $28,444.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 18 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,537 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $284.42 | $113,768.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 17 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,637 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $284.41 | $56,882.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 16 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,037 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.39 | $85,317.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 15 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,237 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.37 | $85,311.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 14 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,537 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $284.34 | $56,868.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 13 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,837 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.33 | $85,299.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 12 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,037 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.32 | $85,296.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 11 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,337 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $284.29 | $56,858.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 10 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,637 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.28 | $28,428.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 9 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,837 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $284.26 | $85,278.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 8 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,937 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 400 | $284.24 | $113,696.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 7 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,237 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 500 | $284.23 | $142,115.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 6 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,637 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.20 | $28,420.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 5 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,137 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.17 | $28,417.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 4 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,237 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $284.15 | $28,415.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 3 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,337 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,563 | $284.14 | $444,110.82 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 2 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,437 Read SEC document |
| December 01, 2009 Filed Dec 2, 2009 16:51 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,000 | $72.44 | $724,400.00 |
DisclosureSEC source: 0001252986-09-000038 · edgardoc.xml · nonDerivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 16:14 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: 0001252986-09-000017 · edgardoc.xml · derivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · 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 15, 2008 22:59 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: 0001252986-08-000019 · edgardoc.xml · derivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · 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 |
| April 30, 2007 Filed May 29, 2007 19:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantStock Option (right to buy) · Derivative | 5,000 | $133.31 Strike: $133.31 | $666,550.00 |
DisclosureSEC source: 0001209191-07-033360 · doc4.xml · derivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2017-04-30 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 grant date. Read SEC document |
| May 19, 2006 Filed May 23, 2006 21:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantStock Option(right to buy) · Derivative | 5,000 | $113.06 Strike: $113.06 | $565,300.00 |
DisclosureSEC source: 0001209191-06-032127 · doc4.xml · derivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 5,000 shares Expires 2016-05-19 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 grant date. Read SEC document |
| July 29, 2005 Filed Aug 2, 2005 18:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $72.44 | $0.00 |
DisclosureSEC source: 0001209191-05-039965 · doc4.xml · derivative · entry 1 LOOP FLOYD D MD · CIK 0001128794 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2015-07-29 F1 · security: 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.