Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Global Business Sales | February 08, 2020 | February 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 February 08, 2020 · Filed February 11, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,527 |
Ending reported balance
After 2020-02-08 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-02-08 · Exercise / conversion · Acquired 4,220 · Balance 17,778 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 February 8, 2017. This represents the 2020 installment. Row 2 · 2020-02-08 · Tax withholding · Disposed 2,067 · Balance 15,711 F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Row 3 · 2020-02-08 · Exercise / conversion · Acquired 3,559 · Balance 19,270 F3: 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. Row 4 · 2020-02-08 · Tax withholding · Disposed 1,743 · Balance 17,527 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 | 0 |
Reported balance
After 2020-02-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2020-02-08 · Exercise / conversion · Disposed 4,220 · Balance 0 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 February 8, 2017. This represents the 2020 installment. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 7,118 |
Reported balance
After 2020-02-08 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2020-02-08 · Exercise / conversion · Disposed 3,559 · Balance 7,118 F3: 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. |
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 February 8, 2017. This represents the 2020 installment.
F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes.
F3: 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.
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, 2018 Filed Feb 8, 2018 21:19 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004601 · form4.xml · nonDerivative · entry 1 McVeigh David K · CIK 0001458011 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,657 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 these RSUs on 2/6/2018. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 21:40 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027760 · form4.xml · derivative · entry 3 McVeigh David K · CIK 0001458011 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,861 Underlying: Common Stock · 1,431 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 · derivative.exercise_date: These RSUs vest in four equal annual installments, beginning on September 15, 2016. F2 · derivative.expiration_date: These RSUs vest in four equal annual installments, beginning on September 15, 2016. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 21:40 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 530 | $121.26 | $64,267.80 |
DisclosureSEC source: 0001127602-17-027760 · form4.xml · nonDerivative · entry 2 McVeigh David K · CIK 0001458011 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,434 F1 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| September 15, 2017 Filed Sep 19, 2017 21:40 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027760 · form4.xml · nonDerivative · entry 1 McVeigh David K · CIK 0001458011 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,964 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. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:52 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,494 | $117.11 Strike: $0.00 | $174,962.34 |
DisclosureSEC source: 0001127602-17-025569 · form4.xml · derivative · entry 1 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,494 Underlying: Common Stock · 1,494 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021. F1 · derivative.expiration_date: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:13 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004814 · form4.xml · derivative · entry 4 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,662 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. F2 · shares: Represents shares acquired upon release of RSUs. F3 · derivative.exercise_date: These RSUs vest in four substantially equal installments, commencing on 02/08/2017. Represents 2017 installment. F3 · derivative.expiration_date: These RSUs vest in four substantially equal installments, commencing on 02/08/2017. Represents 2017 installment. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:13 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 16,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004814 · form4.xml · derivative · entry 3 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,883 Underlying: Common Stock · 16,883 shares Expires not disclosed F1 · derivative.exercise_date: These performance-based RSUs were awarded on February 8, 2016 and vest in four substantially equal annual installments, commencing on 2/8/2017, the date the performance metric was certified and the actual number of RSUs awarded was determined. F1 · derivative.expiration_date: These performance-based RSUs were awarded on February 8, 2016 and vest in four substantially equal annual installments, commencing on 2/8/2017, the date the performance metric was certified and the actual number of RSUs awarded was determined. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:13 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,589 | $98.85 | $157,072.65 |
DisclosureSEC source: 0001127602-17-004814 · form4.xml · nonDerivative · entry 2 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,533 F4 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| February 08, 2017 Filed Feb 9, 2017 22:13 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004814 · form4.xml · nonDerivative · entry 1 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,122 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 release of RSUs. Read SEC document |
| February 06, 2017 Filed Feb 8, 2017 22:18 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 17,535 | $0.00 Strike: $99.07 | $0.00 |
DisclosureSEC source: 0001127602-17-004645 · form4.xml · derivative · entry 1 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,535 Underlying: Common Stock · 17,535 shares Expires 2024-02-06 F1 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments commencing on 2/6/2018. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:40 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,431 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062801 · form4.xml · derivative · entry 3 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,292 Underlying: Common Stock · 1,431 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 equal annual installments, beginning on September 15, 2016. F2 · derivative.expiration_date: These RSUs vest in four equal annual installments, beginning on September 15, 2016. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:40 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 530 | $90.33 | $47,874.90 |
DisclosureSEC source: 0001127602-16-062801 · form4.xml · nonDerivative · entry 2 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 901 F3 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| September 15, 2016 Filed Sep 19, 2016 20:40 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,431 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-062801 · form4.xml · nonDerivative · entry 1 McVeigh David K · CIK 0001458011 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,431 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.