Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Research & Advisory | August 30, 2021 | September 01, 2021 |
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.
GARTNER INC
Report date August 30, 2021 · Filed September 01, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,280 |
Ending reported balance
After 2021-08-30 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2021-08-30 · Exercise / conversion · Acquired 847 · Balance 9,656 F1: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on August 30, 2019. This represents the 2021 installment. Row 2 · 2021-08-30 · Tax withholding · Disposed 376 · Balance 9,280 F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 846 |
Reported balance
After 2021-08-30 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2021-08-30 · Exercise / conversion · Disposed 847 · Balance 846 F1: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on August 30, 2019. This represents the 2021 installment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on August 30, 2019. This represents the 2021 installment.
F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes.
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 |
|---|---|---|---|---|---|---|
| February 06, 2019 Filed Feb 8, 2019 23:13 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 219 | $143.01 | $31,319.19 |
DisclosureSEC source: 0001127602-19-004891 · form4.xml · nonDerivative · entry 2 Harris Michael P · CIK 0001757148 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,499 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:13 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004891 · form4.xml · nonDerivative · entry 1 Harris Michael P · CIK 0001757148 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,718 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 · shares: Represents shares acquired upon release of RSUs. 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.