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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Sep-24 4:53 PM View:  | Veeva Systems Inc (VEEV) | 01-Sep-24 | Option Exercise | 385 | -- | -- | 12% 3.28K to 3.67K | |
| 03-Sep-24 4:07 PM View: | Intuitive Surgical, Inc. (ISRG) | 31-Aug-24 | Grant | 3,348 | -- | -- | 2% 149.85K to 153.2K | |
| 03-Sep-24 4:07 PM View: | Intuitive Surgical, Inc. (ISRG) | 31-Aug-24 | Payment of Exercise | 1,698 | $492.63 | $836,486.00 | (1%) 153.2K to 151.5K | |
| 20-Jun-24 5:00 PM View: | Pacific Biosciences Of Cali... (PACB) | 18-Jun-24 | Grant | 22,821 | -- | -- | 21% 110.0K to 132.82K | |
| 03-Jun-24 5:08 PM View: | Veeva Systems Inc (VEEV) | 01-Jun-24 | Option Exercise | 339 | -- | -- | 12% 2.94K to 3.28K | |
| 05-Mar-24 4:27 PM View: | Pacific Biosciences Of Cali... (PACB) | 01-Mar-24 | Option Exercise | 25,000 | $4.45 | $111,250.00 | 29% 85.0K to 110.0K | |
| 05-Mar-24 2:26 PM View: | Veeva Systems Inc (VEEV) | 01-Mar-24 | Option Exercise | 339 | -- | -- | 13% 2.6K to 2.94K | |
| 29-Feb-24 7:17 PM View: | Intuitive Surgical, Inc. (ISRG) | 29-Feb-24 | Payment of Exercise | 1,651 | $386.59 | $638,260.00 | (1%) 151.51K to 149.85K | |
| 29-Feb-24 7:17 PM View: | Intuitive Surgical, Inc. (ISRG) | 29-Feb-24 | Option Exercise | 3,256 | -- | -- | 2% 148.25K to 151.51K | |
| 29-Feb-24 7:17 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-24 | Option Exercise | 129,810 | $142.35 | $18,478,400.00 | 102% 127.23K to 257.04K | |
| 29-Feb-24 7:17 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-24 | Planned Option Sale | 108,790 | $385.08 | $41,893,100.00 | (42%) 257.04K to 148.25K | |
| 27-Feb-24 3:35 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-24 | Payment of Exercise | 867 | $389.77 | $337,931.00 | (< 1%) 128.1K to 127.23K | |
| 27-Feb-24 3:35 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-24 | Option Exercise | 1,710 | -- | -- | 1% 126.39K to 128.1K | |
| 12-Feb-24 3:21 PM View: | Intuitive Surgical, Inc. (ISRG) | 10-Feb-24 | Payment of Exercise | 1,085 | $388.22 | $421,219.00 | (< 1%) 127.47K to 126.39K | |
| 12-Feb-24 3:21 PM View: | Intuitive Surgical, Inc. (ISRG) | 10-Feb-24 | Option Exercise | 2,873 | -- | -- | 2% 124.6K to 127.47K | |
| 01-Dec-23 6:50 PM View: | Veeva Systems Inc (VEEV) | 01-Dec-23 | Option Exercise | 340 | -- | -- | 15% 2.26K to 2.6K | |
| 05-Sep-23 7:52 PM View: | Veeva Systems Inc (VEEV) | 01-Sep-23 | Option Exercise | 339 | -- | -- | 18% 1.93K to 2.26K | |
| 15-Jun-23 5:29 PM View: | Intuitive Surgical, Inc. (ISRG) | 14-Jun-23 | Option Exercise | 11,250 | $59.46 | $668,950.00 | 9% 124.49K to 135.74K | |
| 15-Jun-23 5:29 PM View: | Intuitive Surgical, Inc. (ISRG) | 14-Jun-23 | Planned Option Sale | 11,250 | $325.00 | $3,656,250.00 | (8%) 135.74K to 124.49K | |
| 05-Jun-23 5:15 PM View: | Veeva Systems Inc (VEEV) | 01-Jun-23 | Option Exercise | 366 | -- | -- | 23% 1.56K to 1.93K | |
| 22-May-23 4:57 PM View: | Pacific Biosciences Of Cali... (PACB) | 18-May-23 | Option Exercise | 25,000 | $2.54 | $63,500.00 | 42% 60.0K to 85.0K | |
| 03-Mar-23 3:22 PM View: | Veeva Systems Inc (VEEV) | 01-Mar-23 | Option Exercise | 366 | -- | -- | 31% 1.19K to 1.56K | |
| 01-Mar-23 5:44 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-23 | Payment of Exercise | 1,617 | $229.39 | $370,924.00 | (1%) 126.11K to 124.49K | |
| 01-Mar-23 5:44 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-23 | Option Exercise | 3,259 | -- | -- | 3% 122.85K to 126.11K | |
| 27-Feb-23 5:15 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-23 | Payment of Exercise | 848 | $231.05 | $195,930.00 | (< 1%) 123.69K to 122.85K | |
| 27-Feb-23 5:15 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-23 | Option Exercise | 1,710 | -- | -- | 1% 121.98K to 123.69K | |
| 16-Feb-23 9:39 PM View: | Intuitive Surgical, Inc. (ISRG) | 15-Feb-23 | Payment of Exercise | 868 | $244.77 | $212,460.00 | (< 1%) 122.85K to 121.98K | |
| 16-Feb-23 9:39 PM View: | Intuitive Surgical, Inc. (ISRG) | 15-Feb-23 | Option Exercise | 1,749 | -- | -- | 1% 121.1K to 122.85K | |
| 14-Feb-23 6:44 PM View: | Intuitive Surgical, Inc. (ISRG) | 13-Feb-23 | Option Exercise | 54,000 | $63.25 | $3,415,260.00 | 54% 100.35K to 154.35K | |
| 14-Feb-23 6:44 PM View: | Intuitive Surgical, Inc. (ISRG) | 13-Feb-23 | Planned Option Sale | 33,249 | $245.61 | $8,166,380.00 | (22%) 154.35K to 121.1K | |
| 05-Dec-22 6:28 PM View: | Veeva Systems Inc (VEEV) | 01-Dec-22 | Option Exercise | 367 | -- | -- | 44% 0.83K to 1.19K | |
| 06-Sep-22 7:53 PM View: | Veeva Systems Inc (VEEV) | 01-Sep-22 | Option Exercise | 366 | -- | -- | 80% 0.46K to 0.83K | |
| 31-Aug-22 7:34 PM View: | Plantronics Inc. (POLY) | 29-Aug-22 | Disposition | 68,507 | $40.00 | $2,740,280.00 | (100%) 68.51K to 0 | |
| 13-Jun-22 8:36 PM View: | Pacific Biosciences Of Cali... (PACB) | 10-Jun-22 | Option Exercise | 35,000 | $1.83 | $64,050.00 | 140% 25.0K to 60.0K | |
| 02-Jun-22 7:52 PM View: | Veeva Systems Inc (VEEV) | 01-Jun-22 | Option Exercise | 276 | -- | -- | 150% 0.18K to 0.46K | |
| 03-Mar-22 6:40 PM View: | Veeva Systems Inc (VEEV) | 01-Mar-22 | Option Exercise | 184 | -- | -- | 100% 0 to 0.18K | |
| 01-Mar-22 10:00 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-22 | Payment of Exercise | 1,119 | $290.33 | $324,879.00 | (1%) 101.36K to 100.24K | |
| 01-Mar-22 10:00 PM View: | Intuitive Surgical, Inc. (ISRG) | 28-Feb-22 | Option Exercise | 2,256 | -- | -- | 2% 99.11K to 101.36K | |
| 01-Mar-22 10:00 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-22 | Payment of Exercise | 850 | $293.51 | $249,484.00 | (< 1%) 99.96K to 99.11K | |
| 01-Mar-22 10:00 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Feb-22 | Option Exercise | 1,713 | -- | -- | 2% 98.24K to 99.96K | |
| 17-Feb-22 4:59 PM View: | Intuitive Surgical, Inc. (ISRG) | 15-Feb-22 | Payment of Exercise | 1,417 | $289.31 | $409,952.00 | (1%) 99.66K to 98.24K | |
| 17-Feb-22 4:59 PM View: | Intuitive Surgical, Inc. (ISRG) | 15-Feb-22 | Option Exercise | 3,873 | -- | -- | 4% 95.79K to 99.66K | |
| 19-Jan-22 6:54 PM View: | Pacific Biosciences Of Cali... (PACB) | 14-Jan-22 | Option Exercise | 25,000 | $3.57 | $89,250.00 | 100% 0 to 25.0K | |
| 26-Oct-21 5:10 PM View: | Intuitive Surgical, Inc. (ISRG) | 25-Oct-21 | Option Exercise | 20,475 | $59.23 | $1,212,690.00 | 21% 95.71K to 116.19K | |
| 26-Oct-21 5:10 PM View: | Intuitive Surgical, Inc. (ISRG) | 25-Oct-21 | Market Option Sale (Planned) | 20,475 | $339.20 | $6,945,120.00 | (18%) 116.19K to 95.71K | |
| 27-Jul-21 5:43 PM View: | Plantronics Inc. (POLY) | 26-Jul-21 | Grant | 5,715 | -- | -- | 14% 42.26K to 47.98K | |
| 27-Jul-21 6:41 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Jul-21 | Option Exercise | 6,825 | $171.33 | $1,169,350.00 | 21% 31.9K to 38.73K | |
| 27-Jul-21 6:41 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Jul-21 | Market Option Sale (Planned) | 6,825 | $963.38 | $6,575,080.00 | (18%) 38.73K to 31.9K | |
| 27-Apr-21 8:24 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Apr-21 | Option Exercise | 30,375 | $166.45 | $5,055,980.00 | 129% 23.49K to 53.87K | |
| 27-Apr-21 8:24 PM View: | Intuitive Surgical, Inc. (ISRG) | 26-Apr-21 | Market Option Sale (Planned) | 21,963 | $865.69 | $19,013,200.00 | (41%) 53.87K to 31.9K |