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 |
|---|---|---|---|---|---|---|
| October 30, 2017 Filed Oct 31, 2017 19:31 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $111.43 | $0.00 |
DisclosureSEC source: 0001035267-17-000160 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,250 Underlying: Common Stock · 6,000 shares Expires 2020-02-16 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. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 19:31 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 6,000 | $372.22 | $2,233,329.00 |
DisclosureSEC source: 0001035267-17-000160 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316 F1 · kind: These shares were executed per a 10b5-1 Trading Plan entered into by the filer on September 15, 2017. Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 19:31 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 6,000 | $111.43 | $668,599.80 |
DisclosureSEC source: 0001035267-17-000160 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,316 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 24, 2017 Filed Oct 26, 2017 22:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000155 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,316 F1 · balance_after: On October 6, 2017, 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 15, 2017 Filed Aug 17, 2017 17:22 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $985.37 | $0.00 |
DisclosureSEC source: 0001035267-17-000122 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2027-08-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| August 03, 2017 Filed Aug 7, 2017 15:02 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | GrantCOMMON STOCK | 3,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001463252-17-000048 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,734 F1 · shares: Restricted Stock Award will vest as to 100% of the Shares subject to the award on the anniversary of the date of grant, provided that the Outside Director continues to serve as a Director through such date. Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:12 UTC | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. PACB · Entity 5650 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $3.81 | $0.00 |
DisclosureSEC source: 0001209191-17-035323 · doc4.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-05-24 F1 · derivative.exercise_date: The shares subject to the option will vest in equal monthly installments over a one year period. Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,000 | $53.07 Strike: $30.21 | $53,070.50 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: COMMON STOCK · 1,000 shares Expires 2017-07-27 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: This option shall become exercisable in installments cumulatively with respect to twenty-five percent (25%) of the Optioned Stock one year after the date of grant and as to an additional six and one-quarter percent (6.25%) of the Optioned Stock each three months thereafter, if on such dates Optionee has remained in Continuous Status as a Director, so that one hundred percent (100%) of the Optioned Stock shall be exercisable four years after the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $53.17 Strike: $30.21 | $106,344.00 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · derivative · entry 5 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,000 Underlying: COMMON STOCK · 2,000 shares Expires 2017-07-27 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: This option shall become exercisable in installments cumulatively with respect to twenty-five percent (25%) of the Optioned Stock one year after the date of grant and as to an additional six and one-quarter percent (6.25%) of the Optioned Stock each three months thereafter, if on such dates Optionee has remained in Continuous Status as a Director, so that one hundred percent (100%) of the Optioned Stock shall be exercisable four years after the date of grant. Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | SaleCOMMON STOCK | 1,000 | $53.08 | $53,075.00 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,384 Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | Exercise / conversionCOMMON STOCK | 1,000 | $30.21 | $30,210.00 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | SaleCOMMON STOCK | 2,000 | $53.17 | $106,344.00 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,384 Read SEC document |
| May 17, 2017 Filed May 18, 2017 19:23 UTC | PLANTRONICS INC /CA/ PLT · Entity 124134 | Exercise / conversionCOMMON STOCK | 2,000 | $30.21 | $60,420.00 |
DisclosureSEC source: 0001463252-17-000040 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,384 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $334.30 | $0.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · derivative · entry 10 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,750 Underlying: Common Stock · 2,500 shares Expires 2020-02-16 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. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,250 | $0.00 Strike: $334.30 | $0.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · derivative · entry 9 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,250 Underlying: Common Stock · 4,250 shares Expires 2020-02-16 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. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,200 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,200 shares Expires 2018-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,200 | $835.78 | $1,838,719.96 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,200 | $303.27 | $667,194.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,372 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $835.76 | $2,089,400.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $334.30 | $835,750.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,672 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 4,250 | $836.02 | $3,553,078.20 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| April 27, 2017 Filed Apr 28, 2017 23:41 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,250 | $334.30 | $1,420,775.00 |
DisclosureSEC source: 0001035267-17-000081 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,422 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 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,250 | $0.00 Strike: $334.30 | $0.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,500 Underlying: Common Stock · 2,250 shares Expires 2020-02-16 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. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,200 Underlying: Common Stock · 2,000 shares Expires 2018-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $750.00 | $1,500,000.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,000 | $303.27 | $606,540.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,172 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 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,250 | $750.00 | $1,687,500.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| March 15, 2017 Filed Mar 16, 2017 16:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,250 | $334.30 | $752,175.00 |
DisclosureSEC source: 0001035267-17-000053 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,422 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · derivative · entry 10 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 520 Underlying: Common Stock · 521 shares Expires 2018-02-18 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. F5 · 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 21, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,172 F3 · kind: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/21/17, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account Read SEC document |
| February 21, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 521 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,444 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 704 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · derivative · entry 9 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,408 Underlying: Common Stock · 704 shares Expires 2018-02-17 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. F5 · 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 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,200 Underlying: Common Stock · 2,000 shares Expires 2018-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,923 F2 · kind: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/17/17, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $725.00 | $1,450,000.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,000 | $303.27 | $606,540.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,291 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 17, 2017 Filed Feb 22, 2017 18:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000041 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,291 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 17:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000027 · edgardoc.xml · derivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,875 Underlying: Common Stock · 625 shares Expires 2020-02-17 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. F3 · 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 16, 2017 Filed Feb 17, 2017 17:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000027 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,587 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 16, 2017 Filed Feb 17, 2017 17:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 327 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000027 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 962 F1 · kind: On 2/16/16, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the vest date on a one-for-one basis. On 2/16/17, 25% of the shares were released and a portion of the shares were held back to cover the statutory tax withholding requirement. The net shares were deposited into the holders account Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 17:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 1,667 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-17-000027 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,667 Underlying: Common Stock · 1,667 shares Expires 2021-02-15 F3 · 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, 2017 Filed Feb 17, 2017 17:58 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $716.74 | $0.00 |
DisclosureSEC source: 0001035267-17-000027 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 Underlying: Common Stock · 2,500 shares Expires 2027-02-15 F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-17-000018 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,200 Underlying: Common Stock · 2,000 shares Expires 2018-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,000 | $700.00 | $1,400,000.00 |
DisclosureSEC source: 0001035267-17-000018 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,289 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on November 7, 2016. Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 22:16 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,000 | $303.27 | $606,540.00 |
DisclosureSEC source: 0001035267-17-000018 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,289 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 31, 2016 Filed Nov 4, 2016 21:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000241 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · by Son Disclosed balance after: 242 F3 · balance_after: The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or for any other purposes. Read SEC document |
| October 31, 2016 Filed Nov 4, 2016 21:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000241 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,241 F2 · kind: Represents the transfer of shares to a son who resides with the reporting person. Read SEC document |
| October 31, 2016 Filed Nov 4, 2016 21:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 242 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000241 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,483 F1 · kind: Represents the transfer of shares to a son who does not reside with the reporting person. Read SEC document |
| August 15, 2016 Filed Aug 16, 2016 17:49 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,250 | $0.00 Strike: $692.99 | $0.00 |
DisclosureSEC source: 0001035267-16-000225 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Underlying: Common Stock · 1,250 shares Expires 2026-08-15 F1 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2010 Employee Stock Option Plan. Option shall vest 7/48 one month after the date of grant and 1/48th each month thereafter. Read SEC document |
| July 27, 2016 Filed Jul 28, 2016 20:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-16-000218 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,200 Underlying: Common Stock · 5,000 shares Expires 2018-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. Option shall vest 1/8 six months after the date of grant and 1/48th each month thereafter. 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.