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 |
|---|---|---|---|---|---|---|
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,600 | $574.57 | $2,068,469.28 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 4 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 | 3,600 | $303.27 | $1,091,772.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,842 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 |
| January 28, 2013 Filed Jan 29, 2013 16:34 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,200 | $574.12 | $1,837,190.72 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 2 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 | 3,200 | $303.27 | $970,464.00 |
DisclosureSEC source: 0001035267-13-000005 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,442 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 |
| October 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,300 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · derivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,400 Underlying: Common Stock · 3,300 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. F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| October 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · derivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,700 Underlying: Common Stock · 4,000 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. F4 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 Employee Stock Option Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. Read SEC document |
| October 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,300 | $543.22 | $1,792,635.24 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · nonDerivative · entry 4 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. F3 · price: The average selling price for the transactions was $543.222788 The shares sold at: $542.00 - $542.99 = 2,800 shares; $548.00 to $548.99 = 500 shares. Read SEC document |
| October 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,300 | $112.66 | $371,778.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,542 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 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 4,000 | $543.02 | $2,172,092.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · nonDerivative · entry 2 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. F2 · price: The average selling price for the transactions was $543.02295 The shares sold at: $541.00 - $541.99 = 495 shares; $542.00 - $542.99 = 3,005 shares; $548.00 to $548.99 = 500 shares. Read SEC document |
| October 22, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 4,000 | $112.66 | $450,640.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,242 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, 2012 Filed Oct 23, 2012 21:24 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $517.31 | $0.00 |
DisclosureSEC source: 0001035267-12-000044 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2022-08-15 F5 · 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 25, 2012 Filed Jul 27, 2012 16:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,300 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000036 · edgardoc.xml · derivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,700 Underlying: Common Stock · 3,300 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 |
| July 25, 2012 Filed Jul 27, 2012 16:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,300 | $478.58 | $1,579,314.00 |
DisclosureSEC source: 0001035267-12-000036 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 F1 · price: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 14, 2012. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 16:38 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,300 | $112.66 | $371,778.00 |
DisclosureSEC source: 0001035267-12-000036 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,491 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,500 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · derivative · entry 9 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,800 Underlying: Common Stock · 2,500 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. F5 · 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 3,500 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,300 Underlying: Common Stock · 3,500 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. F5 · 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 2,200 | $0.00 Strike: $112.66 | $0.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · derivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,800 Underlying: Common Stock · 2,200 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. F5 · 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,500 | $583.20 | $1,458,007.25 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 13, 2012. F4 · price: The average selling price for the transactions was $583.202908 The shares sold at: $580.00 - $580.99 = 300; $581.00 - $581.99 = 700 shares; $583.00 - $583.99 = 600 shares; $584.00 - $584.99 = 300 shares; $585.00 - $585.99 = 400 shares; $586.00 - $586.99 = 200 shares. Read SEC document |
| April 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,500 | $112.66 | $281,650.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,691 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 3,500 | $583.05 | $2,040,681.65 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 13, 2012. F3 · price: The average selling price for the transactions was $583.051911 The shares sold at: $581.00 - $581.99 = 1,000 shares; $582.00 to $582.99 = 300 shares; $583.00 - $583.99 = 1,200 shares; $584.00 - $584.99 = 400 shares; $585.00 - $585.99 = 400 shares; $586.00 - $586.99 = 200 shares. Read SEC document |
| April 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 3,500 | $112.66 | $394,310.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,691 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 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,200 | $583.07 | $1,282,761.92 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 F1 · shares: These shares were sold pursuant to a Rule 10b5-1 Trading Plan, entered into on March 13, 2012. F2 · price: The average selling price for the transactions was $583.073645 The shares sold at: $580.00 - $580.99 = 100 shares; $581.00 - $581.99 = 700 shares; $582.00 to $582.99 = 200 shares; $583.00 - $583.99 = 400 shares; $584.00 - $584.99 = 200 shares; $585.00 - $585.99 = 500 shares; $586.00 - $586.99 = 100 shares. Read SEC document |
| April 30, 2012 Filed May 2, 2012 17:33 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 2,200 | $112.66 | $247,852.00 |
DisclosureSEC source: 0001035267-12-000029 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,391 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 15, 2012 Filed Feb 22, 2012 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 7,000 | $0.00 Strike: $505.23 | $0.00 |
DisclosureSEC source: 0001035267-12-000009 · edgardoc.xml · derivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 7,000 shares Expires 2022-02-15 F2 · derivative.exercise_date: Non-statutory stock option granted pursuant to the 2000 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 31, 2012 Filed Feb 22, 2012 00:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | OtherCommon Stock | 103 | $274.47 | $28,270.77 |
DisclosureSEC source: 0001035267-12-000009 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,191 F1 · balance_after: The shares beneficially owned increased due to a qualified ESPP purchase that took place on 1/31/12. The purchase of these shares is being reported on a voluntary basis. Read SEC document |
| July 22, 2011 Filed Jul 23, 2011 00:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 9,298 | $0.00 Strike: $98.37 | $0.00 |
DisclosureSEC source: 0001035267-11-000003 · 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 · 9,298 shares Expires 2016-03-17 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 · 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 |
| July 22, 2011 Filed Jul 23, 2011 00:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 9,298 | $403.51 | $3,751,835.98 |
DisclosureSEC source: 0001035267-11-000003 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,088 Read SEC document |
| July 22, 2011 Filed Jul 23, 2011 00:23 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 9,298 | $98.37 | $914,644.26 |
DisclosureSEC source: 0001035267-11-000003 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,386 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 15, 2011 Filed Feb 17, 2011 01:17 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 16,000 | $0.00 Strike: $341.19 | $0.00 |
DisclosureSEC source: 0001252986-11-000019 · edgardoc.xml · derivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,000 Underlying: Common Stock · 16,000 shares Expires 2021-02-15 F1 · 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 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $98.37 | $0.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · derivative · entry 14 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,298 Underlying: Common Stock · 5,000 shares Expires 2016-03-17 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 · 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 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 2,900 | $335.20 | $972,080.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 13 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.23 | $33,523.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 12 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,746 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.31 | $33,531.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 11 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,846 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.44 | $33,544.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 10 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,946 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.56 | $33,556.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 9 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,046 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.65 | $33,565.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,146 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.68 | $33,568.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,246 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.70 | $33,570.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,346 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 200 | $335.77 | $67,154.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,446 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.78 | $33,578.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,646 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.79 | $33,579.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,746 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 1,000 | $335.75 | $335,750.10 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,846 Read SEC document |
| February 10, 2011 Filed Feb 11, 2011 18:55 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionCommon Stock | 5,000 | $98.37 | $491,850.00 |
DisclosureSEC source: 0001252986-11-000014 · edgardoc.xml · nonDerivative · entry 1 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,846 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 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,702 | $0.00 Strike: $98.37 | $0.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · derivative · entry 8 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,298 Underlying: Common Stock · 1,702 shares Expires 2016-03-17 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 · 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 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 717 | $335.00 | $240,195.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 7 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 846 Read SEC document |
| February 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 185 | $335.01 | $61,976.85 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 6 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,563 Read SEC document |
| February 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.08 | $33,508.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 5 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,748 Read SEC document |
| February 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $335.25 | $100,575.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 4 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,848 Read SEC document |
| February 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 300 | $335.26 | $100,578.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 3 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,148 Read SEC document |
| February 01, 2011 Filed Feb 2, 2011 01:53 UTC | INTUITIVE SURGICAL INC ISRG · Entity 2878 | SaleCommon Stock | 100 | $335.28 | $33,528.00 |
DisclosureSEC source: 0001252986-11-000006 · edgardoc.xml · nonDerivative · entry 2 MOHR MARSHALL · CIK 0001252986 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,448 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.