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 |
|---|---|---|---|---|---|---|
| July 27, 2016 Filed Jul 28, 2016 20:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $684.09 | $3,420,433.00 |
DisclosureSEC source: 0001035267-16-000218 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,725 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on September 11, 2015. F2 · price: The shares were sold at an average price of $684.086638. The actual selling price of the shares was: $682.00 - $682.99 = 551 shares sold; $683.00 - $683.99 = 2,100 shares sold; $684.00 - $684.99 = 1,649 shares; $685.00 - $685.99 = 300 shares sold; $686.00 - $686.99 = 400 shares sold. Read SEC document |
| July 27, 2016 Filed Jul 28, 2016 20:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-16-000218 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,725 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 02, 2016 Filed May 2, 2016 22:04 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: 0001035267-16-000202 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,200 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 |
| May 02, 2016 Filed May 2, 2016 22:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $631.63 | $3,158,165.00 |
DisclosureSEC source: 0001035267-16-000202 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,121 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on September 11, 2015. F2 · price: The average selling price for the transactions was $631.632988 The shares sold at: $626.00 - $626.99 = 100 shares; $627.00 - $627.99 = 100 shares; $628.00 - $628.99 = 100 shares; $629.00 - $629.99 = 200 shares; $630.00 to $630.99 = 500 shares; $631.00 - $631.99 = 500 shares; $632.00 - $632.99 = 2,000 shares; $633.00 to $633.99 = 1,500 shares. Read SEC document |
| May 02, 2016 Filed May 2, 2016 22:04 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $303.27 | $1,516,350.00 |
DisclosureSEC source: 0001035267-16-000202 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,121 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 03, 2016 Filed Mar 4, 2016 18:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-16-000156 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2019-02-17 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. 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 03, 2016 Filed Mar 4, 2016 18:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $575.00 | $1,437,500.00 |
DisclosureSEC source: 0001035267-16-000156 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,121 F1 · price: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on September 11, 2015. Read SEC document |
| March 03, 2016 Filed Mar 4, 2016 18:15 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $107.27 | $268,175.00 |
DisclosureSEC source: 0001035267-16-000156 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,621 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 18, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041 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. F4 · 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 18, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 272 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,121 F2 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/18/16, 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 18, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 521 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,393 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 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/18/16, 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, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 705 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,112 Underlying: Common Stock · 705 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. F4 · 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, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 368 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 872 F1 · price: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/17/16, 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, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 705 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,240 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 · price: On 2/17/15, RSU shares were granted, vesting 25% per year over a four year period. RSUs convert into common stock on the grant date on a one-for-one basis. On 2/17/16, 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 16, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 2,500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · derivative · entry 8 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 2020-02-17 F4 · 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, 2016 Filed Feb 19, 2016 01:08 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 1,250 | $0.00 Strike: $535.16 | $0.00 |
DisclosureSEC source: 0001035267-16-000145 · edgardoc.xml · derivative · entry 5 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 2026-02-16 F3 · 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 04, 2016 Filed Feb 5, 2016 23:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-16-000131 · edgardoc.xml · derivative · entry 3 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 2019-02-17 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. 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 04, 2016 Filed Feb 5, 2016 23:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $550.00 | $1,375,000.00 |
DisclosureSEC source: 0001035267-16-000131 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 535 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on September 11, 2015. Read SEC document |
| February 04, 2016 Filed Feb 5, 2016 23:07 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $107.27 | $268,175.00 |
DisclosureSEC source: 0001035267-16-000131 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,035 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 |
| September 11, 2015 Filed Dec 31, 2015 01:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000116 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 488 F1 · price: The shares were donated to a Charitable Gift Fund. Read SEC document |
| September 11, 2015 Filed Jul 28, 2016 20:13 UTC Amendment | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 0 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-16-000217 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,092 F1 · shares: The donation of 604 shares to a Charitable Gift Fund was inadvertently reported twice, originally on a Form 4 dated 9/11/15 and again on a Form 4 dated 12/30/15. Accordingly, this amended Form 4 increases the number of shares owned by Mr. Mohr on 9/11/15 from 488 to 1092. Read SEC document |
| September 04, 2015 Filed Sep 10, 2015 17:42 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GiftCommon Stock | 604 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000100 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,092 F1 · price: The shares were donated to a Donor Advised Fund. Read SEC document |
| August 17, 2015 Filed Aug 18, 2015 19:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,275 | $0.00 Strike: $533.05 | $0.00 |
DisclosureSEC source: 0001035267-15-000093 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock · 2,275 shares Expires 2025-08-17 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 |
| April 27, 2015 Filed Apr 28, 2015 16:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-15-000047 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 10,000 shares Expires 2019-02-17 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: 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, 2015 Filed Apr 28, 2015 16:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 10,000 | $504.08 | $5,040,767.00 |
DisclosureSEC source: 0001035267-15-000047 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 F1 · kind: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 12, 2014. F2 · price: The average selling price for the transactions was $504.076686. The shares sold at: $500.00 - $500.99 = 202 shares; $501.00 to $501.99 = 1,925 shares; $502.00 - $502.99 = 1,710 shares; $503.00 - $503.99 = 1,626 shares; $504.00 - $504.99 = 864 shares; $505.00 - $505.99 = 1,087 shares; $506.00 - $506.99 = 1,700 shares; $507.00 - $507.99 = 398 shares; $508.00 - $508.99 = 2 shares; $509.00 - $509.99 = 286 shares; $510.00 - $510.99 = 200 shares. Read SEC document |
| April 27, 2015 Filed Apr 28, 2015 16:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 10,000 | $107.27 | $1,072,700.00 |
DisclosureSEC source: 0001035267-15-000047 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,696 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 18, 2015 Filed Feb 19, 2015 19:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionRestricted Stock Units · Derivative | 521 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000018 · edgardoc.xml · derivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,562 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. 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 18, 2015 Filed Feb 19, 2015 19:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Tax withholdingCommon Stock | 272 | $512.86 | $139,497.92 |
DisclosureSEC source: 0001035267-15-000018 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,696 Read SEC document |
| February 18, 2015 Filed Feb 19, 2015 19:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 521 | $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000018 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,968 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 · price: On 2/18/14, RSU shares were granted, vesting 25% per year over a four year period. RSUs convect into common stock on the grant date on a one-for-one basis. On 2/18/15, 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, 2015 Filed Feb 19, 2015 19:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 2,817 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000018 · edgardoc.xml · derivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,817 Underlying: Common Stock · 2,817 shares Expires 2018-02-17 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 17, 2015 Filed Feb 19, 2015 19:28 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 2,275 | $0.00 Strike: $514.00 | $0.00 |
DisclosureSEC source: 0001035267-15-000018 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,275 Underlying: Common Stock · 2,275 shares Expires 2025-02-17 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 |
| January 27, 2015 Filed Jan 28, 2015 15:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-15-000007 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 5,000 shares Expires 2019-02-17 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: 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 |
| January 27, 2015 Filed Jan 28, 2015 15:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 5,000 | $511.14 | $2,555,677.50 |
DisclosureSEC source: 0001035267-15-000007 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 12, 2014. F2 · price: The shares were sold at an average price of $511.135464. The actual selling price of the shares was: $506.00 - $506.99 - 400 shares sold; $507.00 - $507.99 - 200 shares sold; $508.00 - $508.99 - 200 shares; $509.00 - $509.99 - 300 shares sold; $510.00 - $510.99 - 376 shares sold; $511 - $511.99 - 1148 shares sold; $512 - $512.99 - 1575 shares sold; $513 - $513.99 - 580 shares sold; $514 - $514.99 - 220 shares sold; $515 - $515.99 - 1 shares sold. Read SEC document |
| January 27, 2015 Filed Jan 28, 2015 15:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $107.27 | $536,350.00 |
DisclosureSEC source: 0001035267-15-000007 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,383 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, 2014 Filed Nov 4, 2014 16:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 7,500 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-14-000109 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 Underlying: Common Stock · 7,500 shares Expires 2019-02-17 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. 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 31, 2014 Filed Nov 4, 2014 16:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 7,500 | $500.00 | $3,750,000.00 |
DisclosureSEC source: 0001035267-14-000109 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 12, 2014. Read SEC document |
| October 31, 2014 Filed Nov 4, 2014 16:01 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 7,500 | $107.27 | $804,525.00 |
DisclosureSEC source: 0001035267-14-000109 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,883 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 27, 2014 Filed Oct 28, 2014 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $107.27 | $0.00 |
DisclosureSEC source: 0001035267-14-000107 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,500 Underlying: Common Stock · 2,500 shares Expires 2019-02-17 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. 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 27, 2014 Filed Oct 28, 2014 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $473.50 | $1,183,759.50 |
DisclosureSEC source: 0001035267-14-000107 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,383 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on June 12, 2014. Read SEC document |
| October 27, 2014 Filed Oct 28, 2014 20:12 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $107.27 | $268,175.00 |
DisclosureSEC source: 0001035267-14-000107 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,883 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 |
| August 15, 2014 Filed Aug 18, 2014 17:47 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $459.14 | $0.00 |
DisclosureSEC source: 0001035267-14-000089 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 Underlying: Common Stock · 3,125 shares Expires 2024-08-15 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 |
| February 18, 2014 Filed Feb 19, 2014 22:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantRestricted Stock Units · Derivative | 2,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001035267-14-000023 · edgardoc.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Common Stock · 2,083 shares Expires 2018-02-18 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 18, 2014 Filed Feb 19, 2014 22:30 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 3,125 | $0.00 Strike: $444.09 | $0.00 |
DisclosureSEC source: 0001035267-14-000023 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,125 Underlying: Common Stock · 3,125 shares Expires 2024-02-18 F1 · 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 |
| August 15, 2013 Filed Aug 16, 2013 21:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $383.73 | $0.00 |
DisclosureSEC source: 0001035267-13-000026 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2023-08-15 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 |
| February 15, 2013 Filed Aug 16, 2013 21:19 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 6,000 | $0.00 Strike: $569.21 | $0.00 |
DisclosureSEC source: 0001035267-13-000026 · edgardoc.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 6,000 shares Expires 2023-02-15 F2 · 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 |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,600 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · derivative · entry 9 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,200 Underlying: Common Stock · 3,600 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 |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,200 | $0.00 Strike: $303.27 | $0.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,800 Underlying: Common Stock · 3,200 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 |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,200 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,200 Underlying: Common Stock · 1,200 shares Expires 2017-02-15 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 |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,200 | $574.57 | $689,489.76 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. Read SEC document |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 1,200 | $112.66 | $135,192.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,442 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.