Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | SVP Worldwide Sales | August 10, 2017 | August 14, 2017 |
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, 2017 · Filed August 14, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,494 |
Reported balance
After 2017-08-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2017-08-10 · Grant · Acquired 1,494 · Balance 1,494 F1: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021.
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, 2017 Filed Aug 14, 2017 20:47 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,494 | $117.11 Strike: $0.00 | $174,962.34 |
DisclosureSEC source: 0001127602-17-025561 · form4.xml · derivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 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 |
| June 02, 2017 Filed Jun 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,425 | $120.41 | $171,586.25 |
DisclosureSEC source: 0001127602-17-020550 · form4.xml · nonDerivative · entry 4 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,033 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 21:05 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 2,744 | $119.96 | $329,166.67 |
DisclosureSEC source: 0001127602-17-020569 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,714 F1 · price: This transaction was executed in multiple trades at prices ranging from $119.95 to $119.99. 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 |
| June 01, 2017 Filed Jun 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 4,726 | $0.00 Strike: $49.37 | $0.00 |
DisclosureSEC source: 0001127602-17-020550 · form4.xml · derivative · entry 5 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,726 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 became exercisable in four substantially equal annual installments commencing on 2/12/2014 and are fully exercisable. F1 · derivative.expiration_date: These SARs became exercisable in four substantially equal annual installments commencing on 2/12/2014 and are fully exercisable. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,365 | $120.57 | $164,578.05 |
DisclosureSEC source: 0001127602-17-020550 · form4.xml · nonDerivative · entry 3 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,458 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 |
| June 01, 2017 Filed Jun 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 1,936 | $120.57 | $233,423.52 |
DisclosureSEC source: 0001127602-17-020550 · form4.xml · nonDerivative · entry 2 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,823 F2 · shares: Represents the simultaneous sale back to the issuer of this number of shares having 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 |
| June 01, 2017 Filed Jun 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,726 | $49.37 | $233,322.62 |
DisclosureSEC source: 0001127602-17-020550 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,759 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 |
| February 13, 2017 Filed Feb 15, 2017 21:53 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 13,000 | $101.50 | $1,319,500.00 |
DisclosureSEC source: 0001127602-17-006342 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,033 Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,892 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · derivative · entry 9 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,892 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. F4 · derivative.exercise_date: These RSUs vest in substantially equal installments, commencing on 02/12/2014. Represents the 2017 installment. F4 · derivative.expiration_date: These RSUs vest in substantially equal installments, commencing on 02/12/2014. Represents the 2017 installment. Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,905 | $101.02 | $192,443.10 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 6 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,033 F5 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 5 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,938 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 10, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,688 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · derivative · entry 8 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 Underlying: Common Stock · 4,688 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. F3 · derivative.exercise_date: These RSUs vest in substantially equal installments, commencing on 02/10/2015. Represents the 2017 installment. F3 · derivative.expiration_date: These RSUs vest in substantially equal installments, commencing on 02/10/2015. Represents the 2017 installment. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 2,117 | $101.02 | $213,859.34 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 4 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,046 F5 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| February 10, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 3 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,163 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, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · derivative · entry 7 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,922 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. F1 · shares: Represents shares acquired upon release of RSUs. F2 · derivative.exercise_date: These RSUs vest in substantially equal installments, commencing on 02/09/2016. Represents the 2017 installment. F2 · derivative.expiration_date: These RSUs vest in substantially equal installments, commencing on 02/09/2016. Represents the 2017 installment. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,361 | $100.27 | $136,467.47 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 2 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,475 F5 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 22:01 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005497 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,836 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 08, 2017 Filed Feb 9, 2017 22:04 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004804 · form4.xml · derivative · entry 4 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 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 22:04 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 16,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004804 · form4.xml · derivative · entry 3 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 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 22:04 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,478 | $98.85 | $146,100.30 |
DisclosureSEC source: 0001127602-17-004804 · form4.xml · nonDerivative · entry 2 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,875 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 22:04 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004804 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,353 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 22:13 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 17,535 | $0.00 Strike: $99.07 | $0.00 |
DisclosureSEC source: 0001127602-17-004638 · form4.xml · derivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 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 |
| December 13, 2016 Filed Dec 15, 2016 21:43 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 14,179 | $0.00 Strike: $49.37 | $0.00 |
DisclosureSEC source: 0001127602-16-070140 · form4.xml · derivative · entry 4 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,726 Underlying: Common Stock · 14,179 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. F1 · derivative.expiration_date: These SARs become exercisable in four substantially equal annual installments commencing on 2/12/2014. Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 21:43 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 3,642 | $103.93 | $378,513.06 |
DisclosureSEC source: 0001127602-16-070140 · form4.xml · nonDerivative · entry 3 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,132 F2 · 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 |
| December 13, 2016 Filed Dec 15, 2016 21:43 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 6,736 | $103.93 | $700,072.48 |
DisclosureSEC source: 0001127602-16-070140 · form4.xml · nonDerivative · entry 2 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,774 F3 · shares: Represents the simultaneous sale back to the issuer of this number of shares having 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 |
| December 13, 2016 Filed Dec 15, 2016 21:43 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 14,179 | $49.37 | $700,017.23 |
DisclosureSEC source: 0001127602-16-070140 · form4.xml · nonDerivative · entry 1 GODFREY DAVID · CIK 0001491224 · SVP Worldwide Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,510 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.