Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTUITIVE SURGICAL INCISRG · Entity 2878 | SVP Product Ops | February 15, 2013 | August 16, 2013 |
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 February 15, 2013 · Filed August 16, 2013
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $383.73 · Expires 2023-08-15 | Direct | 5,000 |
Reported balance
After 2013-08-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2013-08-15 · Grant · Acquired 5,000 · Balance 5,000 F1: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month 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 $569.21 · Expires 2023-02-15 | Direct | 5,000 |
Reported balance
After 2013-02-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2013-02-15 · Grant · Acquired 5,000 · Balance 5,000 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: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter.
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 |
|---|---|---|---|---|---|---|
| August 15, 2013 Filed Aug 16, 2013 21:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $383.73 | $0.00 |
DisclosureSEC source: 0001035267-13-000025 · edgardoc.xml · derivative · entry 1 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2023-08-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 15, 2013 Filed Aug 16, 2013 21:10 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $569.21 | $0.00 |
DisclosureSEC source: 0001035267-13-000025 · edgardoc.xml · derivative · entry 2 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2023-02-15 F2 · 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 |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · derivative · entry 15 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2018-02-15 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. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · derivative · entry 14 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-02-15 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. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · derivative · entry 13 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2018-02-15 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. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · derivative · entry 12 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 5,000 shares Expires 2018-02-15 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. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,250 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · derivative · entry 11 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,500 Underlying: Common Stock · 6,250 shares Expires 2019-02-17 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. F7 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 6,250 | $575.17 | $3,594,788.75 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 10 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. F6 · price: The average selling price for the transactions was $575.1283. The shares sold at: $569.00 - $569.99 = 115 shares; $570.00 to $570.99 = 626 shares; $571.00 - $571.99 = 448 shares; $572.00 - $572.99 = 432 shares; $573.00 - $573.99 = 281 shares; $574.00 - $574.99 = 375 shares; $575.00 - $575.99 = 822 shares; $576.00 = $576.99 = 216 shares; $577.00 - $577.99 = 97 shares; $578.00 - $578.99 = 620 shares; $579.00 - $579.99 = 622 shares; $580.00 - $580.99 = 259 shares; $581.00 - $581.99 = 88 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 6,250 | $107.27 | $670,437.50 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 9 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,250 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 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $575.34 | $2,876,691.50 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 8 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. F5 · price: The average selling price for the transactions was $575.3383. The shares sold at: $569.00 - $569.99 = 124 shares; $570.00 to $570.99 = 630 shares; $571.00 - $571.99 = 447 shares; $572.00 - $572.99 = 401 shares; $573.00 - $573.99 = 281 shares; $574.00 - $574.99 = 374 shares; $575.00 - $575.99 = 322 shares; $576.00 = $576.99 = 244 shares; $577.00 - $577.99 = 595 shares; $578.00 - $578.99 = 618 shares; $579.00 - $579.99 = 618 shares; $580.00 - $580.99 = 258 shares; $581.00 - $581.99 = 88 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 7 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $575.29 | $2,876,450.50 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 6 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. F4 · price: The average selling price for the transactions was $575.290104. The shares sold at: $569.00 - $569.99 = 120 shares; $570.00 to $570.99 = 620 shares; $571.00 - $571.99 = 447 shares; $572.00 - $572.99 = 433 shares; $573.00 - $573.99 = 281 shares; $574.00 - $574.99 = 375 shares; $575.00 - $575.99 = 322 shares; $576.00 = $576.99 = 717 shares; $577.00 - $577.99 = 97 shares; $578.00 - $578.99 = 620 shares; $579.00 - $579.99 = 622 shares; $580.00 - $580.99 = 259 shares; $581.00 - $581.99 = 88 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 5 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $575.21 | $2,876,071.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 4 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. F3 · price: The average selling price for the transactions was $575.2142. The shares sold at: $569.00 - $569.99 = 117 shares; $570.00 to $570.99 = 627 shares; $571.00 - $571.99 = 446 shares; $572.00 - $572.99 = 431 shares; $573.00 - $573.99 = 281 shares; $574.00 - $574.99 = 373 shares; $575.00 - $575.99 = 321 shares; $576.00 = $576.99 = 716 shares; $577.00 - $577.99 = 97 shares; $578.00 - $578.99 = 621 shares; $579.00 - $579.99 = 623 shares; $580.00 - $580.99 = 259 shares; $581.00 - $581.99 = 88 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 3 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $575.13 | $2,875,641.50 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 2 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. F2 · price: The average selling price for the transactions was $575.1283. The shares sold at: $569.00 - $569.99 = 115 shares; $570.00 to $570.99 = 626 shares; $571.00 - $571.99 = 448 shares; $572.00 - $572.99 = 432 shares; $573.00 - $573.99 = 281 shares; $574.00 - $574.99 = 375 shares; $575.00 - $575.99 = 822 shares; $576.00 = $576.99 = 216 shares; $577.00 - $577.99 = 97 shares; $578.00 - $578.99 = 620 shares; $579.00 - $579.99 = 622 shares; $580.00 - $580.99 = 259 shares; $581.00 - $581.99 = 88 shares. Read SEC document |
| April 20, 2012 Filed Apr 24, 2012 16:25 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-12-000022 · edgardoc.xml · nonDerivative · entry 1 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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 |
| February 15, 2012 Filed Feb 22, 2012 00:54 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,500 | $0.00 Strike: $505.23 | $0.00 |
DisclosureSEC source: 0001035267-12-000006 · edgardoc.xml · derivative · entry 1 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,500 Underlying: Common Stock · 6,500 shares Expires 2022-02-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 750 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · derivative · entry 6 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 750 shares Expires 2017-02-15 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. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · derivative · entry 5 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Underlying: Common Stock · 3,125 shares Expires 2019-02-17 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. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,125 | $348.93 | $1,090,418.13 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · nonDerivative · entry 4 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,125 | $107.27 | $335,218.75 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · nonDerivative · entry 3 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 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 |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 750 | $348.93 | $261,700.35 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · nonDerivative · entry 2 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Read SEC document |
| May 05, 2011 Filed May 6, 2011 14:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 750 | $112.66 | $84,495.00 |
DisclosureSEC source: 0001252986-11-000058 · edgardoc.xml · nonDerivative · entry 1 Castello Augusto V. · CIK 0001519600 · SVP Product Ops 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.