Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC.PACB · Entity 5650 | Interim CFO and PAO | August 08, 2020 | August 13, 2020 |
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.
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.
Report date August 08, 2020 · Filed August 13, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 82,347 |
Reported balance
Holding disclosure · report date 2020-08-08 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 82,347 F1: Includes 51,250 shares represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule, provided that the Reporting Person continues to be a Service Provider through each vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $11.64 · Expires 2021-06-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $4.79 · Expires 2022-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.18 · Expires 2023-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $7.05 · Expires 2024-02-18 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $6.91 · Expires 2025-02-17 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $8.90 · Expires 2026-02-16 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · Balance Not disclosed F2: The shares subject to the option are fully vested and exercisable. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $5.27 · Expires 2027-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · Balance Not disclosed F3: One forty-eighth (1/48) of the shares subject to the option vests monthly over a four year period, provided that the Reporting Person is a service provider through each vesting date. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $2.54 · Expires 2028-02-15 | Direct | Not disclosed |
Reported balance
Holding disclosure · report date 2020-08-08 · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · Balance Not disclosed F3: One forty-eighth (1/48) of the shares subject to the option vests monthly over a four year period, provided that the Reporting Person is a service provider through each vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 51,250 shares represented by restricted stock units ("RSUs"). Each RSU represents the Reporting Person's right to receive one share of Common Stock of the Issuer subject to the applicable vesting schedule, provided that the Reporting Person continues to be a Service Provider through each vesting date.
F2: The shares subject to the option are fully vested and exercisable.
F3: One forty-eighth (1/48) of the shares subject to the option vests monthly over a four year period, provided that the Reporting Person is a service provider through each vesting date.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INTUITIVE SURGICAL INC
Report date March 17, 2006 · Filed May 05, 2006
Section 16 reporting ended · disclosed 2006-05-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 15, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionStock Option · Derivative | 5,000 | $18.50 Strike: $18.50 | $92,500.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · derivative · entry 8 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,534 Underlying: common Stock · 5,000 shares Expires 2014-02-13 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. F3 · derivative.exercise_price: Exercised shares are fully exercisable; remaining option shares vested at 1/48th of total grant per month. F3 · derivative.exercise_date: Exercised shares are fully exercisable; remaining option shares vested at 1/48th of total grant per month. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionStock Option · Derivative | 1,250 | $11.74 Strike: $11.74 | $14,675.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · derivative · entry 7 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2013-02-06 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. F3 · derivative.exercise_price: Exercised shares are fully exercisable; remaining option shares vested at 1/48th of total grant per month. F3 · derivative.exercise_date: Exercised shares are fully exercisable; remaining option shares vested at 1/48th of total grant per month. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionStock Option · Derivative | 1,250 | $18.50 Strike: $18.50 | $23,125.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · derivative · entry 6 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,250 shares Expires 2012-02-01 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 · derivative.exercise_price: All share option grants are vested. F2 · derivative.exercise_date: All share option grants are vested. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,500 | $101.12 | $758,376.75 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · nonDerivative · entry 4 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,090 Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $18.50 | $92,500.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · nonDerivative · entry 3 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,590 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, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,250 | $11.74 | $14,675.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · nonDerivative · entry 2 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,590 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, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,250 | $18.50 | $23,125.00 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · nonDerivative · entry 1 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,340 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 07, 2006 Filed Feb 10, 2006 02:45 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantStock Option (right to buy) · Derivative | 15,000 | $0.00 Strike: $106.69 | $0.00 |
DisclosureSEC source: 0001209191-06-009205 · doc4.xml · derivative · entry 1 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 15,000 shares Expires 2016-02-07 Read SEC document |
| January 31, 2006 Filed Feb 17, 2006 18:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 405 | $33.92 | $13,737.60 |
DisclosureSEC source: 0001209191-06-011575 · doc4.xml · nonDerivative · entry 5 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,495 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 · date: Purchase made pursuant to the 2000 Employee Stock Purchase Plan Read SEC document |
| December 15, 2005 Filed Dec 15, 2005 21:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionStock Option · Derivative | 4,500 | $6.00 Strike: $6.00 | $27,000.00 |
DisclosureSEC source: 0001209191-05-063555 · doc4.xml · derivative · entry 2 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common Stock · 4,500 shares Expires 2010-03-17 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: All share option grants are vested. Read SEC document |
| December 15, 2005 Filed Dec 15, 2005 21:32 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,500 | $6.00 | $27,000.00 |
DisclosureSEC source: 0001209191-05-063555 · doc4.xml · nonDerivative · entry 1 Gong Benjamin B · CIK 0001344823 · Vice President, Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,090 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.