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 15, 2023 Filed Feb 17, 2023 02:39 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 868 | $244.77 | $212,460.36 |
DisclosureSEC source: 0001035267-23-000041 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,632 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 / conversionCommon Stock | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-23-000041 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,500 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 13, 2023 Filed Feb 14, 2023 23:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 54,000 | $0.00 Strike: $63.25 | $0.00 |
DisclosureSEC source: 0001035267-23-000023 · 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 · 54,000 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. 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. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 13, 2023 Filed Feb 14, 2023 23:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 33,249 | $245.61 | $8,166,376.66 |
DisclosureSEC source: 0001035267-23-000023 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,751 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 · price: The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $245.10 to $246.47 as follows: 29,736 shares sold at $245.10 to $246.10; and 3,513 shares sold at $246.15 to $246.47. 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 13, 2023 Filed Feb 14, 2023 23:44 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 54,000 | $63.25 | $3,415,262.40 |
DisclosureSEC source: 0001035267-23-000023 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,000 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. 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 |
| December 01, 2022 Filed Dec 5, 2022 23:28 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-031399 · wf-form4_167028286791622.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 732 Underlying: Class A Common Stock · 367 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 |
| December 01, 2022 Filed Dec 5, 2022 23:28 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 367 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-031399 · wf-form4_167028286791622.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193 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, 2022 Filed Sep 6, 2022 23:53 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-024436 · wf-form4_166250839839810.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,099 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 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 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 |
| September 01, 2022 Filed Sep 6, 2022 23:53 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 366 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-024436 · wf-form4_166250839839810.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 826 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 29, 2022 Filed Aug 31, 2022 19:34 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | Disposition to issuerCOMMON STOCK | 68,507 | $40.00 | $2,740,280.00 |
DisclosureSEC source: 0000914025-22-000068 · wf-form4_166198885432055.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: 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. Read SEC document |
| August 29, 2022 Filed Aug 30, 2022 23:00 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,015 | $0.00 Strike: $208.90 | $0.00 |
DisclosureSEC source: 0001035267-22-000152 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP Global Business S 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015 Underlying: Common Stock · 6,015 shares Expires 2029-08-28 F1 · 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 |
| June 10, 2022 Filed Jun 14, 2022 00:36 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionStock Option (right to buy) · Derivative | 35,000 | $0.00 Strike: $1.83 | $0.00 |
DisclosureSEC source: 0001299130-22-000092 · certent-form4.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 35,000 shares Expires 2022-06-13 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: The shares subject to the option are fully vested and exercisable. Read SEC document |
| June 10, 2022 Filed Jun 14, 2022 00:36 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionCommon Stock | 35,000 | $1.83 | $64,050.00 |
DisclosureSEC source: 0001299130-22-000092 · certent-form4.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 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 |
| June 09, 2022 Filed Jun 14, 2022 01:34 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 1,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017001 · wf-form4_165517042638035.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,465 Underlying: Class A Common Stock · 1,465 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, 2022, 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, 2022, 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 01, 2022 Filed Jun 2, 2022 23:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016107 · wf-form4_165421391490835.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Stock · 276 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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F3 · derivative.exercise_date: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 40% of the RSUs vested on March 1, 2022, with the remaining 60% of the RSUs vesting on June 1, 2022, subject to continued service on the Issuer's board of directors on the applicable vesting date. F3 · derivative.expiration_date: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 40% of the RSUs vested on March 1, 2022, with the remaining 60% of the RSUs vesting on June 1, 2022, subject to continued service on the Issuer's board of directors on the applicable vesting date. Read SEC document |
| June 01, 2022 Filed Jun 2, 2022 23:52 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 276 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-016107 · wf-form4_165421391490835.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| May 25, 2022 Filed May 27, 2022 23:38 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | GrantStock Option (right to buy) · Derivative | 63,015 | $0.00 Strike: $5.37 | $0.00 |
DisclosureSEC source: 0001299130-22-000089 · certent-form4.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,015 Underlying: Common Stock · 63,015 shares Expires 2032-05-25 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 |
| March 01, 2022 Filed Mar 3, 2022 23:40 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionRestricted Stock Units · Derivative | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004999 · wf-form4_164635081915682.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 276 Underlying: Class A Common Stock · 184 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 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F3 · derivative.exercise_date: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 40% of the RSUs vested on March 1, 2022, with the remaining 60% of the RSUs vesting on June 1, 2022, subject to continued service on the Issuer's board of directors on the applicable vesting date. F3 · derivative.expiration_date: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, of which 40% of the RSUs vested on March 1, 2022, with the remaining 60% of the RSUs vesting on June 1, 2022, subject to continued service on the Issuer's board of directors on the applicable vesting date. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 23:40 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | Exercise / conversionClass A Common Stock | 184 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-004999 · wf-form4_164635081915682.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: Transaction exempt from Section 16(b) of the Securities Exchange Act of 1934 (the "Act") pursuant to Rule 16b-6(b) promulgated under theAct. F2 · price: Each Restricted Stock Unit ("RSU") represents a contingent right to receive one share of Class A Common Stock of the Issuer. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 2,256 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,509 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. 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. 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 28, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 1,119 | $290.33 | $324,879.27 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,532 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, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,651 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, 2022 Filed Mar 2, 2022 23:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 4,010 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000068 · edgardoc.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,010 Underlying: Common Stock · 4,010 shares Expires 2026-02-28 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 28, 2022 Filed Mar 2, 2022 23:59 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,015 | $0.00 Strike: $290.33 | $0.00 |
DisclosureSEC source: 0001035267-22-000068 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,015 Underlying: Common Stock · 6,015 shares Expires 2029-02-28 F1 · 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 26, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,713 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,130 Underlying: Common Stock · 1,713 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. 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. 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, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 850 | $293.51 | $249,483.50 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,395 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, 2022 Filed Mar 2, 2022 00:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,713 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-22-000050 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive Vice President Glob 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,245 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, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 1,749 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,749 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 |
| February 15, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 2,124 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,124 shares Expires 2022-02-15 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 |
| February 15, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Tax withholdingCommon Stock | 668 | $289.31 | $193,259.08 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,532 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, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionCommon Stock | 1,749 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 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, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Tax withholdingCommon Stock | 749 | $289.31 | $216,693.19 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,451 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, 2022 Filed Feb 17, 2022 21:59 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionCommon Stock | 2,124 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004904 · doc1.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · see Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 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 |
| January 21, 2022 Filed Jan 25, 2022 23:18 UTC | VEEVA SYSTEMS INC VEEV · Entity 2124 | GrantRestricted Stock Units · Derivative | 460 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-001261 · wf-form4_164315267288206.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 Underlying: Class A Common Stock · 460 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: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, 40% of the RSUs will vest on March 1, 2022 and 60% of the RSUs will vest on June 1, 2022. F2 · derivative.expiration_date: On January 21, 2022, the reporting person was granted 460 RSUs under the Issuer's 2013 Equity Incentive Plan, 40% of the RSUs will vest on March 1, 2022 and 60% of the RSUs will vest on June 1, 2022. Read SEC document |
| January 14, 2022 Filed Jan 19, 2022 23:54 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.57 | $0.00 |
DisclosureSEC source: 0001562762-22-000005 · primary_doc.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2022-01-18 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 |
| January 14, 2022 Filed Jan 19, 2022 23:54 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | Exercise / conversionCommon Stock | 25,000 | $3.57 | $89,250.00 |
DisclosureSEC source: 0001562762-22-000005 · primary_doc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 |
| October 25, 2021 Filed Oct 26, 2021 21:10 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 20,475 | $0.00 Strike: $59.23 | $0.00 |
DisclosureSEC source: 0001567619-21-018731 · doc1.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,475 shares Expires 2025-08-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. Option shall vest 7/48th one month after the date of grant and 1/48th monthly thereafter. F2 · balance_after: On October 5, 2021, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 21:10 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | SaleCommon Stock | 20,475 | $339.20 | $6,945,122.05 |
DisclosureSEC source: 0001567619-21-018731 · doc1.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. 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 $336.76 to $341.66 as follows: 200 shares sold at $336.76 to $336.77; 2,392 shares sold at $337.03 to $337.96; 12,570 shares sold at $338.02 to $339.99; 4,423 shares sold at $$340.03 to $340.89; 890 shares sold at $$341.015 to $341.66. 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. F2 · balance_after: On October 5, 2021, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| October 25, 2021 Filed Oct 26, 2021 21:10 UTC | INTUITIVE SURGICAL INC ISR · Entity 2878 | Exercise / conversionCommon Stock | 20,475 | $59.23 | $1,212,689.21 |
DisclosureSEC source: 0001567619-21-018731 · doc1.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,475 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. F2 · balance_after: On October 5, 2021, the common stock and equity grants of Intuitive Surgical split 3-for-1, resulting in the reporting person's ownership of the company's stock and equity grants to increase (for every one share owned or granted, 2 additional shares were issued) and the exercise price of stock option grants to decrease to 1/3rd of the original grant price. Read SEC document |
| August 26, 2021 Filed Aug 27, 2021 17:29 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,421 | $0.00 Strike: $1,042.25 | $0.00 |
DisclosureSEC source: 0001035267-21-000156 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,421 Underlying: Common Stock · 3,421 shares Expires 2031-08-26 F1 · 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 |
| July 26, 2021 Filed Jul 27, 2021 17:43 UTC | PLANTRONICS INC /CA/ POLY · Entity 124134 | GrantCommon Stock | 5,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-014048 · doc1.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,976 F1 · shares: Restricted stock unit award ("RSU") granted as an annual equity grant to non-employee directors pursuant to the Company's Outside Director Compensation Policy under the Amended and Restated 2003 Stock Plan. The RSU will fully vest on the one-year anniversary of the date of grant, subject to the director's continuous service as a member of the Board immediately prior to such date. If the director ceases service prior to such date, the unvested RSU will be forfeited to the Company. Read SEC document |
| July 26, 2021 Filed Jul 27, 2021 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,825 | $0.00 Strike: $171.33 | $0.00 |
DisclosureSEC source: 0001035267-21-000133 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,825 shares Expires 2025-02-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. F3 · 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 |
| July 26, 2021 Filed Jul 27, 2021 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 6,825 | $963.38 | $6,575,080.79 |
DisclosureSEC source: 0001035267-21-000133 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. 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 $955.71 to $971.10,inclusive. 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 |
| July 26, 2021 Filed Jul 27, 2021 22:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 6,825 | $171.33 | $1,169,349.77 |
DisclosureSEC source: 0001035267-21-000133 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,825 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 exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. Read SEC document |
| June 16, 2021 Filed Jun 22, 2021 01:20 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | GrantStock Option (right to buy) · Derivative | 12,885 | $0.00 Strike: $27.90 | $0.00 |
DisclosureSEC source: 0001299130-21-000178 · certent-form4.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,885 Underlying: Common Stock · 12,885 shares Expires 2031-06-16 F1 · derivative.exercise_date: The shares subject to the option will vest in equal monthly installments over a one year period, or, if earlier, on the date of the next annual meeting of stockholders, provided the Reporting Person continues to serve as a director through each vesting date. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 00:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 21,000 | $0.00 Strike: $172.44 | $0.00 |
DisclosureSEC source: 0001035267-21-000100 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,000 shares Expires 2022-08-15 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. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. F4 · 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 |
| April 26, 2021 Filed Apr 28, 2021 00:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,375 | $0.00 Strike: $153.05 | $0.00 |
DisclosureSEC source: 0001035267-21-000100 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,375 shares Expires 2024-08-15 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. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. F4 · 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 |
| April 26, 2021 Filed Apr 28, 2021 00:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 12,588 | $865.74 | $10,897,902.39 |
DisclosureSEC source: 0001035267-21-000100 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,412 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. 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 $861.74 to $870.046,inclusive. 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 |
| April 26, 2021 Filed Apr 28, 2021 00:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 21,000 | $172.44 | $3,621,170.70 |
DisclosureSEC source: 0001035267-21-000100 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 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. F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 00:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 9,375 | $865.63 | $8,115,319.69 |
DisclosureSEC source: 0001035267-21-000100 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Executive VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: These shares were exercised and sold in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on December 2, 2021. 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 $860.174 to $870.00,inclusive. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.