ISRG CFO reports equity grants and tax share withholding

Intuitive Surgical EVP & CFO Jamie Samath reported multiple equity-compensation transactions in company stock.

Rhea-AI Filing Summary

Intuitive Surgical EVP & CFO Jamie Samath reported multiple equity-compensation transactions in company stock. He received a grant of 3,591 performance stock units originally awarded on February 28, 2023, after performance criteria were certified, and 6,720 new restricted stock units granted on February 26, 2026. In addition, 1,908 and 1,488 restricted stock units from prior awards converted into common shares at no cash cost, reflecting scheduled vesting. To cover statutory tax withholding on these vestings, 900 and 738 common shares were withheld and delivered for taxes, leaving the remaining net shares in his account.

Insider Trade Summary

3,396 shares exercised/converted

Exercise 8 txns

Insider Samath Jamie

Role EVP & CFO & Enterprise Technol

Type	Security	Shares	Price	Value
Grant/Award	Performance Stock Units - 2-28-2023	3,591	$0.00	$0.00
Exercise	Restricted Stock Units - 2-26-2024	1,908	$0.00	$0.00
Exercise	Restricted Stock Units - 2-26-2025	1,488	$0.00	$0.00
Grant/Award	Restricted Stock Units - 2-26-2026	6,720	$0.00	$0.00
Exercise	Common Stock	1,908	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	900	$506.17	$456K
Exercise	Common Stock	1,488	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	738	$506.17	$374K

Holdings After Transaction: Performance Stock Units - 2-28-2023 — 10,773 contracts (Direct); Restricted Stock Units - 2-26-2024 — 3,815 contracts (Direct); Restricted Stock Units - 2-26-2025 — 4,463 contracts (Direct); Restricted Stock Units - 2-26-2026 — 6,720 contracts (Direct); Common Stock — 9,557 shares (Direct)

Footnotes (3)

1. F1. RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25% of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.
2. F2. Represents performance stock units ("PSUs") initially granted to the Reporting Person on February 28, 2023 subject to achievement of certain performance metrics. The performance criteria for the PSUs reported herein have been achieved, as determined by the Compensation Committee of the Issuer. The PSUs reported herein vest on February 28, 2026, the third anniversary of the grant date, subject to Reporting Person's continuous service to the Issuer through each such vesting date.
3. F3. Each RSU granted represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did ISRG EVP & CFO Jamie Samath report?

Jamie Samath reported equity compensation activity, including performance stock units and restricted stock units vesting into common shares, plus new RSU and PSU grants. Some resulting shares were withheld to satisfy tax obligations rather than sold in open-market transactions.

Did the ISRG Form 4 for Jamie Samath show any open-market stock sales?

The filing shows no open-market sales. Dispositions coded “F” reflect shares withheld to pay taxes tied to vesting and exercises, not discretionary selling, with remaining net shares deposited into the executive’s account.

How many performance stock units were reported by ISRG CFO Jamie Samath?

He reported 3,591 performance stock units tied to a February 28, 2023 award. The compensation committee confirmed performance achievement, and these units are scheduled to vest on February 28, 2026, subject to his continued service with Intuitive Surgical.

What restricted stock unit activity was disclosed for ISRG’s Jamie Samath?

The Form 4 shows earlier RSU awards from 2024 and 2025 converting into common shares as they vested, plus a new grant of 6,720 RSUs. RSUs vest 25% per year over four years and convert one-for-one into common stock on each vesting date.

Why were some ISRG shares withheld in Jamie Samath’s Form 4 filing?

Shares coded with transaction type “F” were withheld to cover statutory tax withholding triggered by RSU vesting and derivative exercises. This method uses part of the vested shares to pay taxes instead of requiring separate cash payments.

Does the ISRG Form 4 indicate Jamie Samath’s ownership is direct or indirect?

All reported common stock, RSU, and PSU positions are listed as directly owned. The filing does not attribute the holdings to any trust, partnership, or other entity, and there are no footnotes disclaiming beneficial ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 02/27/2026 - 02:45 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a 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). See Instruction 10.

1. Name and Address of Reporting Person^*

Samath Jamie

(Last) (First) (Middle)

1020 KIFER ROAD

(Street)

SUNNYVALE CA 94086

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
INTUITIVE SURGICAL INC [ ISRG ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP & CFO & Enterprise Technol

3. Date of Earliest Transaction (Month/Day/Year)
02/26/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	02/26/2026		M(1)		1,908	A	$0.0	9,707	D
Common Stock	02/26/2026		F(1)		900	D	$506.17	8,807	D
Common Stock	02/26/2026		M(1)		1,488	A	$0.0	10,295	D
Common Stock	02/26/2026		F(1)		738	D	$506.17	9,557	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Performance Stock Units - 2-28-2023	$0.0	02/26/2026		A		3,591		(2)	(2)	Common Stock	3,591	$0.0	10,773	D
Restricted Stock Units - 2-26-2024	$0.0	02/26/2026		M			1,908	(3)	(3)	Common Stock	1,908	$0.0	3,815	D
Restricted Stock Units - 2-26-2025	$0.0	02/26/2026		M			1,488	(3)	(3)	Common Stock	1,488	$0.0	4,463	D
Restricted Stock Units - 2-26-2026	$0.0	02/26/2026		A		6,720		(3)	(3)	Common Stock	6,720	$0.0	6,720	D

Explanation of Responses:

1. RSUs vest 25% per year over a four year period, commencing on the first anniversary of the grant date. RSUs convert into common stock on the vest date on a one-for-one basis. 25% of the shares have been released and a portion of the shares were held back to cover the statutory tax withholding requirements. The net shares were deposited into the holders account.

2. Represents performance stock units ("PSUs") initially granted to the Reporting Person on February 28, 2023 subject to achievement of certain performance metrics. The performance criteria for the PSUs reported herein have been achieved, as determined by the Compensation Committee of the Issuer. The PSUs reported herein vest on February 28, 2026, the third anniversary of the grant date, subject to Reporting Person's continuous service to the Issuer through each such vesting date.

3. Each RSU granted represents a contingent right to receive one share of Intuitive Surgical common stock. The grant vests 25% on the first anniversary of the date of grant and annually thereafter, over a four year period.

	By: Stephanie Lim-Ignacio For: Samath, Jamie	02/27/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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