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person · Reporting owner

MOHR MARSHALL

Disclosed activity across 4 companies

Tapewire entity
2152
SEC CIK
0001252986

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.PACB · Entity 5650DirectorJune 03, 2026June 04, 2026
VEEVA SYSTEMS INCVEEV · Entity 2124DirectorSeptember 01, 2026September 03, 2026

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 June 03, 2026 · Filed June 04, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.58 · Expires 2036-06-03Direct223,492 Reported balance After 2026-06-03 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 1 · 2026-06-03 · Grant · Acquired 223,492 · Balance 223,492

F1: The shares subject to the option will vest monthly over one (1) year, on the same day of the month as the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

Filing footnotes · ownership attribution and instrument terms

F1: The shares subject to the option will vest monthly over one (1) year, on the same day of the month as the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

VEEVA SYSTEMS INC

Report date September 01, 2026 · Filed September 03, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A Common StockSEC Table I · non-derivativeDirect6,501 Reported balance After 2026-09-01 transaction · row 1
1 source row

Row 1 · 2026-09-01 · Exercise / conversion · Acquired 525 · Balance 6,501

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect1,574 Reported balance After 2026-09-01 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 2 · 2026-09-01 · Exercise / conversion · Disposed 525 · Balance 1,574

F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3: On June 17, 2026, the Reporting Person was granted 2,099 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Filing footnotes · ownership attribution and instrument terms

F1: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F2: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F3: On June 17, 2026, the Reporting Person was granted 2,099 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Past disclosures · reporting ended (2)

No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.

INTUITIVE SURGICAL INC

Report date August 31, 2024 · Filed September 03, 2024

Section 16 reporting ended · disclosed 2024-09-03. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect1,650 Ending reported balance After 2024-08-31 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2024-08-31 · Grant · Acquired 3,348 · Balance 3,348

Row 2 · 2024-08-31 · Tax withholding · Disposed 1,698 · Balance 1,650

F1: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs reported on this Form 4.

Common StockSEC Table I · non-derivativeIndirectby Trust149,855 Reported balance Holding disclosure · report date 2024-08-31 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 149,855

Filing footnotes · ownership attribution and instrument terms

F1: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs reported on this Form 4.

PLANTRONICS INC /CA/

Report date August 29, 2022 · Filed August 31, 2022

Section 16 reporting ended · disclosed 2022-08-31. Current position is not established by this disclosure.

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
COMMON STOCKSEC Table I · non-derivativeDirect0 Reported balance After 2022-08-29 transaction · row 1
1 source row

Row 1 · 2022-08-29 · Disposition to issuer · Disposed 68,507 · Balance 0

F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash.

Filing footnotes · ownership attribution and instrument terms

F1: Represents shares of the Issuer's common stock that were disposed of in connection with the merger of Prism Subsidiary Corp. with and into the Issuer (the "Merger") pursuant to an Agreement and Plan of Merger ("Merger Agreement"), dated as of March 25, 2022, by and among the Issuer, HP Inc. ("HP") and Prism Subsidiary Corp. At the effective time of the Merger, each share of the Issuer's common stock was cancelled and converted into the right to receive $40.00 in cash.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 01, 2026 Filed Sep 3, 2026 21:12 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 525 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-060518 · wk-form4_1788469938.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,574

Underlying: Class A Common Stock · 525 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 17, 2026, the Reporting Person was granted 2,099 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 17, 2026, the Reporting Person was granted 2,099 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2026, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
September 01, 2026 Filed Sep 3, 2026 21:12 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 525 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-060518 · wk-form4_1788469938.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,501

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 · kind: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
June 17, 2026 Filed Jun 22, 2026 20:45 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 GrantRestricted Stock Units · Derivative 2,099 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-044675 · wk-form4_1782161130.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,099

Underlying: Class A Common Stock · 2,099 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F2 · derivative.exercise_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2026, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

Read SEC document
June 03, 2026 Filed Jun 4, 2026 21:27 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 GrantStock Option (right to buy) · Derivative 223,492 $0.00 Strike: $1.58 $0.00
Disclosure

SEC source: 0001299130-26-000108 · wk-form4_1780608434.xml · derivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 223,492

Underlying: Common Stock · 223,492 shares

Expires 2036-06-03

F1 · derivative.exercise_date: The shares subject to the option will vest monthly over one (1) year, on the same day of the month as the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:39 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 289 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-040429 · wk-form4_1780519166.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 289 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
June 01, 2026 Filed Jun 3, 2026 20:39 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 289 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-040429 · wk-form4_1780519166.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,976

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:01 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 288 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-014006 · wk-form4_1772575296.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 289

Underlying: Class A Common Stock · 288 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
March 01, 2026 Filed Mar 3, 2026 22:01 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 288 $0.00 $0.00
Disclosure

SEC source: 0001628280-26-014006 · wk-form4_1772575296.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,687

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
December 01, 2025 Filed Dec 2, 2025 18:50 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 289 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054664 · wk-form4_1764701427.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577

Underlying: Class A Common Stock · 289 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2025 Filed Dec 2, 2025 18:50 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 289 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-054664 · wk-form4_1764701427.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,399

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
September 01, 2025 Filed Sep 3, 2025 23:07 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 289 $0.00 $0.00
Disclosure

SEC source: 0001252986-25-000004 · wk-form4_1756940821.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 866

Underlying: Class A Common Stock · 289 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 18, 2025, the Reporting Person was granted 1,155 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2025, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
September 01, 2025 Filed Sep 3, 2025 23:07 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 289 $0.00 $0.00
Disclosure

SEC source: 0001252986-25-000004 · wk-form4_1756940821.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,110

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
June 18, 2025 Filed Jun 20, 2025 20:48 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 GrantRestricted Stock Units · Derivative 1,155 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-032435 · wk-form4_1750452517.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,155

Underlying: Class A Common Stock · 1,155 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F2 · derivative.exercise_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2025, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2025, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

Read SEC document
June 04, 2025 Filed Jun 6, 2025 20:10 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 GrantStock Option (right to buy) · Derivative 65,000 $0.00 Strike: $1.03 $0.00
Disclosure

SEC source: 0001299130-25-000138 · wk-form4_1749240652.xml · derivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Common Stock · 65,000 shares

Expires 2035-06-04

F1 · derivative.exercise_date: The shares subject to the option will vest monthly over one (1) year, on the same day of the month as the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

Read SEC document
June 01, 2025 Filed Jun 2, 2025 23:59 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028911 · wk-form4_1748908734.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 385 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
June 01, 2025 Filed Jun 2, 2025 23:59 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-028911 · wk-form4_1748908734.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,821

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 00:12 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 384 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-009563 · wk-form4_1741047128.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 385

Underlying: Class A Common Stock · 384 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
March 01, 2025 Filed Mar 4, 2025 00:12 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 384 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-009563 · wk-form4_1741047128.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,436

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
December 01, 2024 Filed Dec 2, 2024 21:58 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-049598 · wk-form4_1733176699.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 769

Underlying: Class A Common Stock · 385 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
December 01, 2024 Filed Dec 2, 2024 21:58 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-049598 · wk-form4_1733176699.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,052

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
September 01, 2024 Filed Sep 3, 2024 20:53 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-039148 · wk-form4_1725396829.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,154

Underlying: Class A Common Stock · 385 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 19, 2024, the Reporting Person was granted 1,539 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2024, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
September 01, 2024 Filed Sep 3, 2024 20:53 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 385 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-039148 · wk-form4_1725396829.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,667

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
August 31, 2024 Filed Sep 3, 2024 20:07 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Tax withholdingCommon Stock 1,698 $492.63 $836,485.74
Disclosure

SEC source: 0001035267-24-000230 · edgardoc.xml · nonDerivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,650

F1 · kind: This transaction represents the withholding of shares to cover taxes applicable to a settlement of PSUs reported on this Form 4.

Read SEC document
August 31, 2024 Filed Sep 3, 2024 20:07 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 GrantCommon Stock 3,348 $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000230 · edgardoc.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,348

Read SEC document
June 19, 2024 Filed Jun 20, 2024 23:42 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 GrantRestricted Stock Units · Derivative 1,539 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-029191 · wk-form4_1718926934.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,539

Underlying: Class A Common Stock · 1,539 shares

Expires not disclosed

F1 · derivative.exercise_price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F2 · derivative.exercise_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

F2 · derivative.expiration_date: The RSUs were granted under the Issuer's Amended & Restated 2013 Equity Incentive Plan. The Reporting Person vests ownership in the RSUs over one year with 1/4 of the RSUs vesting on September 1, 2024, and 1/4 of the RSUs vesting on a quarterly basis thereafter, subject to continued service to the Issuer by the Reporting Person.

Read SEC document
June 18, 2024 Filed Jun 20, 2024 21:00 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 GrantStock Option (right to buy) · Derivative 32,179 $0.00 Strike: $1.65 $0.00
Disclosure

SEC source: 0001299130-24-000153 · wk-form4_1718917199.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,179

Underlying: Common Stock · 32,179 shares

Expires 2034-06-18

F2 · derivative.exercise_date: The shares subject to the option will vest monthly over one (1) year, on the same day of the month as the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

Read SEC document
June 18, 2024 Filed Jun 20, 2024 21:00 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 GrantCommon Stock 22,821 $0.00 $0.00
Disclosure

SEC source: 0001299130-24-000153 · wk-form4_1718917199.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 132,821

F1 · shares: Each share is represented by a Restricted Stock Unit ("RSU"). The RSUs will vest on the one (1) year anniversary of the date of grant or, if earlier, on the date of the next annual meeting of the Company's stockholders occurring after the date of grant, provided such Reporting Person continues to serve as a director through the applicable vesting dates.

Read SEC document
June 01, 2024 Filed Jun 3, 2024 21:08 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 339 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-026408 · wk-form4_1717448915.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Class A Common Stock · 339 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 21, 2023, the Reporting Person was granted 1,357 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 21, 2023, the Reporting Person was granted 1,357 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
June 01, 2024 Filed Jun 3, 2024 21:08 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 339 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-026408 · wk-form4_1717448915.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,282

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:27 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 Exercise / conversionStock Option (right to buy) · Derivative 25,000 $0.00 Strike: $4.45 $0.00
Disclosure

SEC source: 0001299130-24-000061 · wk-form4_1709674065.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 25,000 shares

Expires 2024-05-22

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: The shares subject to the option are fully vested and exercisable.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 21:27 UTC PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 Exercise / conversionCommon Stock 25,000 $4.45 $111,250.00
Disclosure

SEC source: 0001299130-24-000061 · wk-form4_1709674065.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,000

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
March 01, 2024 Filed Mar 5, 2024 19:26 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionRestricted Stock Units · Derivative 339 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-008840 · wk-form4_1709666771.xml · derivative · entry 2

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 339

Underlying: Class A Common Stock · 339 shares

Expires not disclosed

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: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer.

F1 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

F3 · derivative.exercise_date: On June 21, 2023, the Reporting Person was granted 1,357 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

F3 · derivative.expiration_date: On June 21, 2023, the Reporting Person was granted 1,357 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2023, with the remaining RSUs vesting equally on a quarterly basis thereafter, subject to continued service on the Issuer's board of directors on the applicable vesting date.

Read SEC document
March 01, 2024 Filed Mar 5, 2024 19:26 UTC VEEVA SYSTEMS INC VEEV · Entity 2124 Exercise / conversionClass A Common Stock 339 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-008840 · wk-form4_1709666771.xml · nonDerivative · entry 1

MOHR MARSHALL · CIK 0001252986 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,943

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 · kind: Transaction Exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under the Act.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 1,003 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 34

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,004

Underlying: Common Stock · 1,003 shares

Expires 2026-02-28

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.

F9 · derivative.exercise_date: Each RSU granted represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionRestricted Stock Units · Derivative 2,253 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 33

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,253 shares

Expires 2024-02-28

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.

F9 · derivative.exercise_date: Each RSU granted represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Tax withholdingCommon Stock 509 $386.59 $196,774.31
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 22

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,502

F6 · kind: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25 % of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 1,003 $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 21

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,011

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.

F6 · kind: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25 % of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Tax withholdingCommon Stock 1,142 $386.59 $441,485.78
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 20

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 49,008

F6 · kind: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25 % of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.

Read SEC document
February 29, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 2,253 $0.00 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 19

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,150

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.

F6 · kind: RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25 % of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 13,530 $0.00 Strike: $242.34 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 32

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,530 shares

Expires 2030-08-28

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 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 10,500 $0.00 Strike: $182.83 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 31

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,500 shares

Expires 2029-02-15

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.

F8 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 13,530 $0.00 Strike: $177.99 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 30

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,530 shares

Expires 2030-02-28

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.

F8 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 12,750 $0.00 Strike: $174.26 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 29

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,750 shares

Expires 2028-08-15

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 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 10,500 $0.00 Strike: $166.62 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 28

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,500 shares

Expires 2029-08-15

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 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 12,750 $0.00 Strike: $139.52 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 27

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,750 shares

Expires 2028-02-15

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.

F8 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 22,500 $0.00 Strike: $109.49 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 26

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,500 shares

Expires 2027-08-15

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 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 22,500 $0.00 Strike: $79.64 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 25

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 22,500 shares

Expires 2027-02-15

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.

F8 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative 11,250 $0.00 Strike: $77.00 $0.00
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · derivative · entry 24

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,250 shares

Expires 2026-08-15

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 2010 Incentive Award Plan. Option shall vest 7/48 one month after the date of grant and 1/48 each month thereafter.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 SaleCommon Stock 10,500 $385.08 $4,043,345.25
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 18

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 47,897

F1 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 15, 2024.

F2 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $383.56 to $386.01 as follows: 9,629 shares sold at $383.56 to $384.54; 57,452 shares sold at $384.59 to $385.59; and 6,479 shares sold at $385.61 to $386.01. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote.

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February 28, 2024 Filed Mar 1, 2024 00:17 UTC INTUITIVE SURGICAL INC ISRG · Entity 2878 Exercise / conversionCommon Stock 10,500 $182.83 $1,919,749.65
Disclosure

SEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 17

MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,397

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 · kind: These shares were sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on November 15, 2024.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.