| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | ISRG | Common Stock | Options Exercise | $1.44M | +25.2K | +164.08% | $57.11 | 40.6K | Jul 30, 2024 | Direct | F1 |
| transaction | ISRG | Common Stock | Sale | -$10.4M | -23.4K | -57.67% | $443.07 | 17.2K | Jul 30, 2024 | Direct | F1, F2 |
| transaction | ISRG | Common Stock | Gift | $0 | -12.5K | -1.04% | $0.00 | 1.19M | Jul 30, 2024 | by Trust | F3 |
| transaction | ISRG | Common Stock | Sale | -$1.66M | -3.72K | -13.6% | $445.07 | 23.6K | Jul 30, 2024 | by Trust FBO Daughte | F1, F4 |
| transaction | ISRG | Common Stock | Sale | -$1.66M | -3.72K | -13.6% | $445.12 | 23.6K | Jul 30, 2024 | by Trust FBO Son | F1, F5 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | ISRG | Non-Qualified Stock Option (right to buy) | Options Exercise | $0 | -25.2K | -100% | $0.00* | 0 | Jul 30, 2024 | Common Stock | 25.2K | $57.11 | Direct | F1, F6 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | The transaction took place in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on April 30, 2025. |
| F2 | The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $437.94 to $447.76 as follows: 1,797 shares sold at $437.94 to $438.93; 1,345 shares sold at $439.00 to $440.00; 3,108 shares sold at $440.11 to $441.10; 5,000 shares sold at $442.35 to $443.29; 5,182 shares sold at $443.38 to $444.36; 4,556 shares sold at $444.39 to $445.25; 800 shares sold at $445.62 to $445.80; and 1,600 shares sold at $447.00 to $447.76. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. |
| F3 | The shares were donated to a Donor Advised Fund (DAF) in accordance with a Trading Plan that complies with SEC Rule 10b5-1 and expires on April 30, 2025. |
| F4 | The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $443.66 to $447.85 as follows: 1,465 shares sold at $443.66 to $444.31; 1,601 shares sold at $444.93 to $445.80; 554 shares sold at $446.46 to $447.08; and 100 shares sold at $447.85. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. |
| F5 | The price reported in Column 4 is a weighted average sale price. These shares were sold in multiple transactions at prices ranging from $443.66 to $447.85 as follows: 1,552 shares sold at $443.66 to $444.62; 1,400 shares sold at $444.84.00 to $445.29; 568 shares sold at $446.46 to $447.33; and 200 shares sold at $447.76 to $447.85. The Reporting Person hereby undertakes to provide to the Securities and Exchange Commission staff, the Issuer, or a security holder of the Issuer, upon request, full information regarding the number of shares sold at each respective price within the range set forth in this footnote. |
| F6 | Non-statutory stock option granted pursuant to the 2010 Incentive Award Plan. The option vests 1/8th six months after the date of grant and 1/48th monthly thereafter. |