Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Products and Services | August 10, 2020 | August 11, 2020 |
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 10, 2020 · Filed August 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,559 |
Ending reported balance
After 2020-08-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-08-10 · Exercise / conversion · Acquired 373 · Balance 142,732 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 August 10, 2018. This represents the 2020 installment. Row 2 · 2020-08-10 · Tax withholding · Disposed 173 · Balance 142,559 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 | 373 |
Reported balance
After 2020-08-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2020-08-10 · Exercise / conversion · Disposed 373 · Balance 373 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 August 10, 2018. This represents the 2020 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 August 10, 2018. This represents the 2020 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 |
|---|---|---|---|---|---|---|
| August 10, 2020 Filed Aug 11, 2020 20:34 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 373 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023385 · form4.xml · derivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 373 Underlying: Common Stock · 373 shares Expires not disclosed 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing August 10, 2018. This represents the 2020 installment. F1 · derivative.exercise_date: 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 August 10, 2018. This represents the 2020 installment. F1 · derivative.expiration_date: 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 August 10, 2018. This represents the 2020 installment. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:34 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 173 | $132.63 | $22,944.99 |
DisclosureSEC source: 0001127602-20-023385 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,559 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| August 10, 2020 Filed Aug 11, 2020 20:34 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-023385 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,732 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing August 10, 2018. This represents the 2020 installment. Read SEC document |
| August 07, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 8,588 | $131.03 | $1,125,285.64 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 7 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,359 F4 · shares: This transaction was executed in multiple trades at prices ranging from $130.26 to $131.53. The price above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 21,675 | $0.00 Strike: $80.06 | $0.00 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · derivative · entry 9 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 21,675 shares Expires 2023-02-08 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. F6 · derivative.exercise_date: These SARs became exercisable in four substantially equal annual installments, commencing on February 8, 2017 and are fully exercisable. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 18,855 | $0.00 Strike: $77.92 | $0.00 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · derivative · entry 8 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,855 shares Expires 2022-02-09 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: These SARs became exercisable in four substantially equal annual installments, commencing on February 9, 2016 and are fully exercisable. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 3,889 | $130.66 | $508,136.74 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 6 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 150,947 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 13,282 | $130.66 | $1,735,426.12 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 5 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154,836 F2 · shares: Represents shares withheld that had an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 21,675 | $80.06 | $1,735,300.50 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168,118 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 the exercise of SARs. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 3,526 | $130.66 | $460,707.16 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,443 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 11,245 | $130.66 | $1,469,271.70 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,969 F2 · shares: Represents shares withheld that had an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs. Read SEC document |
| August 06, 2020 Filed Aug 10, 2020 20:56 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 18,855 | $77.92 | $1,469,181.60 |
DisclosureSEC source: 0001127602-20-023267 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 161,214 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 the exercise of SARs. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · derivative · entry 6 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,118 Underlying: Common Stock · 3,559 shares Expires not disclosed 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. F3 · shares: 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 February 8, 2019. This represents the 2020 installment. F3 · derivative.exercise_date: 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 February 8, 2019. This represents the 2020 installment. F3 · derivative.expiration_date: 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 February 8, 2019. This represents the 2020 installment. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,220 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · derivative · entry 5 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,220 shares Expires not disclosed 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2020 installment. F1 · derivative.exercise_date: 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 February 8, 2017. This represents the 2020 installment. F1 · derivative.expiration_date: 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 February 8, 2017. This represents the 2020 installment. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,650 | $152.58 | $251,757.00 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · nonDerivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,359 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · nonDerivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,009 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. F3 · shares: 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 February 8, 2019. This represents the 2020 installment. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,956 | $152.58 | $298,446.48 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 140,450 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:16 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,220 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004911 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,406 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · derivative · entry 12 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,222 Underlying: Common Stock · 4,222 shares Expires not disclosed 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. F7 · shares: 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 February 6, 2018. This represents the 2020 installment. F7 · derivative.exercise_date: 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 February 6, 2018. This represents the 2020 installment. F7 · derivative.expiration_date: 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 February 6, 2018. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 2,977 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · derivative · entry 11 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,928 Underlying: Common Stock · 2,977 shares Expires not disclosed 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 · shares: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 9 on February 6, 2020. The RSUs convert into common stock on a one-for-one basis. F5 · derivative.exercise_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 9 on February 6, 2020. The RSUs convert into common stock on a one-for-one basis. F5 · derivative.expiration_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 9 on February 6, 2020. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 11,905 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · derivative · entry 10 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,905 Underlying: Common Stock · 11,905 shares Expires not disclosed F9 · shares: These performance-based RSUs were awarded on February 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. F9 · derivative.exercise_date: These performance-based RSUs were awarded on February 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. F9 · derivative.expiration_date: These performance-based RSUs were awarded on February 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 20,080 | $0.00 Strike: $64.64 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · derivative · entry 9 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,080 shares Expires 2021-02-10 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. F8 · derivative.exercise_date: These SARs became exercisable in four substantially equal annual installments, commencing on February 10, 2015 and are fully exercisable. F8 · derivative.expiration_date: These SARs became exercisable in four substantially equal annual installments, commencing on February 10, 2015 and are fully exercisable. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,353 | $154.29 | $208,754.37 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 8 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 138,186 F6 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 7 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,539 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. F7 · shares: 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 February 6, 2018. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,041 | $154.29 | $160,615.89 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 6 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,317 F6 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 2,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 5 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,358 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 · shares: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 9 on February 6, 2020. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 6,262 | $154.02 | $964,473.24 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,381 F4 · shares: This transaction was executed in multiple trades at prices ranging from $153.71 to $154.42. The price above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 5,406 | $154.30 | $834,145.80 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 139,643 F3 · shares: Represents shares withheld from the settlement of the SARs for the payment of applicable income and payroll tax withholding due upon exercise. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 8,412 | $154.30 | $1,297,971.60 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,049 F2 · shares: Represents shares withheld that had an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 20,080 | $64.64 | $1,297,971.20 |
DisclosureSEC source: 0001127602-20-004746 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,461 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 the exercise of SARs. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 23:21 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 15,484 | $0.00 Strike: $154.31 | $0.00 |
DisclosureSEC source: 0001127602-20-004427 · form4.xml · derivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,484 Underlying: Common Stock · 15,484 shares Expires 2027-02-05 F1 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 5, 2021. F1 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 5, 2021. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 20:31 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 374 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026556 · form4.xml · derivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 746 Underlying: Common Stock · 374 shares Expires not disclosed 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. F2 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on August 10, 2018. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on August 10, 2018. This represents the 2019 installment. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 20:31 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 174 | $130.58 | $22,720.92 |
DisclosureSEC source: 0001127602-19-026556 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,381 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| August 10, 2019 Filed Aug 13, 2019 20:31 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 374 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-026556 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,555 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 |
| February 09, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · derivative · entry 10 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,961 shares Expires not disclosed 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 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. F4 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. F4 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,836 | $138.74 | $254,726.64 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 6 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,181 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 5 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,017 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 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · derivative · entry 9 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,220 Underlying: Common Stock · 4,221 shares Expires not disclosed 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. F3 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2019 installment. F3 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2019 installment. F3 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2019 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,559 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · derivative · entry 8 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,677 Underlying: Common Stock · 3,559 shares Expires not disclosed 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 · shares: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. F2 · derivative.exercise_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. F2 · derivative.expiration_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 14,236 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · derivative · entry 7 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,236 Underlying: Common Stock · 14,236 shares Expires not disclosed F1 · shares: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. F1 · derivative.exercise_date: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. F1 · derivative.expiration_date: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,528 | $138.74 | $211,994.72 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 131,056 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,584 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. F3 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2019 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,650 | $138.74 | $228,921.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,363 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:47 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005465 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,013 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 · shares: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:30 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 15,809 | $0.00 Strike: $143.01 | $0.00 |
DisclosureSEC source: 0001127602-19-004899 · form4.xml · derivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,809 Underlying: Common Stock · 15,809 shares Expires 2026-02-06 F4 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 6, 2020. F4 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 6, 2020. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:30 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,222 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004899 · form4.xml · derivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,444 Underlying: Common Stock · 4,222 shares Expires not disclosed 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. F2 · derivative.exercise_date: These RSUs vest in substantially equal annual installments, commencing on February 6, 2018. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 6, 2018. This represents the 2019 installment. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:30 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,354 | $143.01 | $193,635.54 |
DisclosureSEC source: 0001127602-19-004899 · form4.xml · nonDerivative · entry 2 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,454 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 23:30 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,222 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004899 · form4.xml · nonDerivative · entry 1 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,808 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 |
| November 08, 2018 Filed Nov 13, 2018 21:59 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 18,905 | $0.00 Strike: $49.37 | $0.00 |
DisclosureSEC source: 0001127602-18-032918 · form4.xml · derivative · entry 4 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,905 shares Expires 2020-02-12 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: These SARs become exercisable in four substantially equal annual installments commencing on 2/12/2014 and are fully exercisable. F1 · derivative.expiration_date: These SARs become exercisable in four substantially equal annual installments commencing on 2/12/2014 and are fully exercisable. Read SEC document |
| November 08, 2018 Filed Nov 13, 2018 21:59 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 5,813 | $146.78 | $853,232.14 |
DisclosureSEC source: 0001127602-18-032918 · form4.xml · nonDerivative · entry 3 Davis Kendall B · CIK 0001339793 · EVP, Products and Services 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,586 F3 · shares: Represents shares withheld from the settlement of the SARs for the payment of applicable income and payroll tax withholding due upon exercise. 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.