Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PACIFIC BIOSCIENCES OF CALIFORNIA, INC.PACB · Entity 5650 | Director | June 03, 2026 | June 04, 2026 |
| VEEVA SYSTEMS INCVEEV · Entity 2124 | Director | September 01, 2026 | September 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $1.58 · Expires 2036-06-03 | Direct | 223,492 |
Reported balance
After 2026-06-03 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 6,501 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 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 security | Direct | 1,574 |
Reported balance
After 2026-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,650 |
Ending reported balance
After 2024-08-31 transaction · row 2
2 source rows · reconciled sequenceRow 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-derivative | Indirectby Trust | 149,855 |
Reported balance
Holding disclosure · report date 2024-08-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| COMMON STOCKSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-08-29 transaction · row 1
1 source rowRow 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
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 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 6,860 | $385.08 | $2,641,659.09 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 16 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. F5 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $383.85 to $385.97 as follows: 1,574 shares sold at $383.85 to $384.73; 5,144 shares sold at $384.87 to $385.79; and 142 shares sold at $385.90 to $385.97. 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 11,250 | $77.00 | $866,237.63 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 15 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 54,757 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 13,750 | $385.08 | $5,294,841.75 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 14 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,507 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. F4 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $383.85 to $385.97 as follows: 3,390 shares sold at $383.85 to $384.82; 10,116 shares sold at $384.87 to $385.79; and 244 shares sold at $385.90 to $385.97. 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 22,500 | $79.64 | $1,791,850.50 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 13 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 57,257 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 14,620 | $385.09 | $5,630,043.58 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 12 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 34,757 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. F3 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $383.85 to $385.97 as follows: 3,620 shares sold at $383.85 to $384.82; 10,760 shares sold at $384.87 to $385.85; and 240 shares sold at $385.90 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 22,500 | $109.49 | $2,463,426.00 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 11 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 49,377 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,750 | $385.08 | $4,909,776.38 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 10 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,877 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 12,750 | $139.52 | $1,778,880.00 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 9 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,627 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,750 | $385.08 | $4,909,776.38 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 8 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,877 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 12,750 | $174.26 | $2,221,772.93 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 7 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,627 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. 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 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,877 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,500 | $166.62 | $1,749,544.65 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 37,377 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 13,530 | $385.08 | $5,210,139.17 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,877 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 13,530 | $177.99 | $2,408,160.05 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,407 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 13,530 | $385.08 | $5,210,139.17 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 26,877 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. Read SEC document |
| February 28, 2024 Filed Mar 1, 2024 00:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 13,530 | $242.34 | $3,278,815.55 |
DisclosureSEC source: 0001035267-24-000087 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 40,407 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. Read SEC document |
| February 26, 2024 Filed Feb 27, 2024 20:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000066 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,710 Underlying: Common Stock · 1,710 shares Expires 2025-02-26 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_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 26, 2024 Filed Feb 27, 2024 20:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 867 | $389.77 | $337,930.59 |
DisclosureSEC source: 0001035267-24-000066 · 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: 26,877 F1 · 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 26, 2024 Filed Feb 27, 2024 20:35 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000066 · 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: 27,744 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: 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 10, 2024 Filed Feb 12, 2024 20:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 2,873 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000034 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,873 Underlying: Common Stock · 2,873 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_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 50% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. F2 · derivative.expiration_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 50% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Read SEC document |
| February 10, 2024 Filed Feb 12, 2024 20:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 1,085 | $388.22 | $421,218.70 |
DisclosureSEC source: 0001035267-24-000034 · 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: 26,034 F1 · kind: RSUs vest 50% per year, on each anniversary of February 10, 2023. RSUs convert into common stock on the vest date on a one-for-one basis. 50% 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 10, 2024 Filed Feb 12, 2024 20:21 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,873 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-24-000034 · 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: 27,119 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: RSUs vest 50% per year, on each anniversary of February 10, 2023. RSUs convert into common stock on the vest date on a one-for-one basis. 50% 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 |
| December 01, 2023 Filed Dec 1, 2023 23:50 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-040497 · wk-form4_1701474631.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 678 Underlying: Class A Common Stock · 340 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 |
| December 01, 2023 Filed Dec 1, 2023 23:50 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 340 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-040497 · wk-form4_1701474631.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,604 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, 2023 Filed Sep 5, 2023 23:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-031450 · wk-form4_1693957922.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,018 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 |
| September 01, 2023 Filed Sep 5, 2023 23:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 339 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-031450 · wk-form4_1693957922.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,264 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 10, 2023 Filed Aug 14, 2023 18:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,873 | $0.00 Strike: $304.67 | $0.00 |
DisclosureSEC source: 0001035267-23-000184 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,873 Underlying: Common Stock · 2,873 shares Expires 2030-08-09 F1 · derivative.exercise_date: 7/24th of the shares subject to the option vest on the one-month anniversary measured from August 10, 2023, and 1/24th of the total number of shares vest in seventeen (17) successive and equal monthly installments thereafter, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Read SEC document |
| June 21, 2023 Filed Jun 23, 2023 18:43 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 1,357 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-023272 · wk-form4_1687545773.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,357 Underlying: Class A Common Stock · 1,357 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, 2023, 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, 2023, 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 14, 2023 Filed Jun 15, 2023 21:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 11,250 | $0.00 Strike: $59.46 | $0.00 |
DisclosureSEC source: 0001035267-23-000152 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,250 shares Expires 2026-02-16 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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on September 8, 2023. F2 · 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 |
| June 14, 2023 Filed Jun 15, 2023 21:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 11,250 | $325.00 | $3,656,250.00 |
DisclosureSEC source: 0001035267-23-000152 · 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: 24,136 F1 · kind: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on September 8, 2023. Read SEC document |
| June 14, 2023 Filed Jun 15, 2023 21:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 11,250 | $59.46 | $668,949.75 |
DisclosureSEC source: 0001035267-23-000152 · 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: 35,386 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: The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on September 8, 2023. Read SEC document |
| June 01, 2023 Filed Jun 5, 2023 21:15 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020908 · wk-form4_1685999698.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 · 366 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 9, 2022, the Reporting Person was granted 1,465 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2022, 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 9, 2022, the Reporting Person was granted 1,465 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2022, 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, 2023 Filed Jun 5, 2023 21:15 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-020908 · wk-form4_1685999698.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,925 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 |
| May 24, 2023 Filed May 26, 2023 21:05 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | GrantStock Option (right to buy) · Derivative | 25,775 | $0.00 Strike: $11.94 | $0.00 |
DisclosureSEC source: 0001299130-23-000086 · wf-form4_168513508601267.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,775 Underlying: Common Stock · 25,775 shares Expires 2033-05-24 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 |
| May 18, 2023 Filed May 22, 2023 20:57 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $2.54 | $0.00 |
DisclosureSEC source: 0001299130-23-000055 · wf-form4_168478904440227.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 2023-05-21 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 |
| May 18, 2023 Filed May 22, 2023 20:57 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionCommon Stock | 25,000 | $2.54 | $63,500.00 |
DisclosureSEC source: 0001299130-23-000055 · wf-form4_168478904440227.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,000 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, 2023 Filed Mar 3, 2023 20:22 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006244 · wf-form4_167787494033627.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 366 Underlying: Class A Common Stock · 366 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 9, 2022, the Reporting Person was granted 1,465 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2022, 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 9, 2022, the Reporting Person was granted 1,465 RSUs under the Issuer's Amended & Restated 2013 Equity Incentive Plan, of which 1/4 of the RSUs vested on September 1, 2022, 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, 2023 Filed Mar 3, 2023 20:22 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-006244 · wf-form4_167787494033627.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,559 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 28, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 5,746 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · derivative · entry 9 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,746 Underlying: Common Stock · 5,746 shares Expires not disclosed F4 · derivative.exercise_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 50% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. F4 · derivative.expiration_date: Constitute restricted stock units ("RSUs"). Each RSU represents a contingent right to receive one share of Issuer common stock upon vesting. 50% of the RSUs shall vest on each anniversary of February 10, 2023, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,007 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. F3 · 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 28, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 2,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,253 Underlying: Common Stock · 2,256 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. F3 · 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 28, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,873 | $0.00 Strike: $229.39 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,873 Underlying: Common Stock · 2,873 shares Expires 2030-02-27 F2 · derivative.exercise_date: 25% of the shares subject to the option vest on the six-month anniversary measured from February 10, 2023, and 1/24th of the total number of shares vest in eighteen (18) successive and equal monthly installments thereafter, subject to Reporting Person's continuous service to the Issuer through each such vesting date. Read SEC document |
| February 28, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 498 | $229.39 | $114,236.22 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,136 F1 · 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, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,634 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: 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, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 1,119 | $229.39 | $256,687.41 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,631 F1 · 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, 2023 Filed Mar 1, 2023 22:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000068 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,750 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. F1 · 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 26, 2023 Filed Feb 27, 2023 22:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,710 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000043 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,420 Underlying: Common Stock · 1,710 shares Expires 2025-02-26 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_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 26, 2023 Filed Feb 27, 2023 22:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 848 | $231.05 | $195,930.40 |
DisclosureSEC source: 0001035267-23-000043 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,494 F1 · 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 26, 2023 Filed Feb 27, 2023 22:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000043 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,342 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: 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 15, 2023 Filed Feb 17, 2023 02:39 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,749 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000041 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,749 shares Expires 2023-02-15 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. F2 · derivative.exercise_date: Each Restricted Stock Unit, granted pursuant to the 2010 Employee Stock Option Plan, 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 of time. 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.