Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AUTOMATIC DATA PROCESSING INCADP · Entity 1584 | Director | November 12, 2025 | November 14, 2025 |
| GARTNER INCIT · Entity 465 | Director | October 01, 2026 | October 05, 2026 |
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.
AUTOMATIC DATA PROCESSING INC
Report date November 12, 2025 · Filed November 14, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,769 |
Reported balance
After 2025-11-12 transaction · row 1
1 source rowRow 1 · 2025-11-12 · Grant · Acquired 1,521 · Balance 22,769 |
GARTNER INC
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock Equivalents (CSE)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 4,189 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 136 · Balance 4,189 F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP. |
Filing footnotes · ownership attribution and instrument terms
F1: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP.
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 |
|---|---|---|---|---|---|---|
| October 01, 2018 Filed Oct 3, 2018 21:11 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 107 | $158.27 Strike: $0.00 | $16,934.89 |
DisclosureSEC source: 0001127602-18-029419 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,232 Underlying: Common Stock · 107 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:50 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 127 | $133.33 Strike: $0.00 | $16,932.91 |
DisclosureSEC source: 0001127602-18-022841 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,125 Underlying: Common Stock · 127 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| May 24, 2018 Filed May 29, 2018 20:39 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019085 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,828 Underlying: Common Stock · 1,828 shares Expires not disclosed F1 · derivative.exercise_date: One Hundred Percent (100%) of the RSUs shall vest on May 24, 2019, subject to Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One Hundred Percent (100%) of the RSUs shall vest on May 24, 2019, subject to Grantee's continued service as a director through such date. Read SEC document |
| April 02, 2018 Filed Apr 5, 2018 00:01 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 145 | $116.06 Strike: $0.00 | $16,828.70 |
DisclosureSEC source: 0001127602-18-014151 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998 Underlying: Common Stock · 145 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 21:57 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 135 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000691 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 853 Underlying: Common Stock · 135 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| November 07, 2017 Filed Nov 8, 2017 22:08 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 2,572 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-017081 · doc4.xml · nonDerivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,460 Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:51 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 135 | $124.57 Strike: $0.00 | $16,816.95 |
DisclosureSEC source: 0001127602-17-029227 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 718 Underlying: Common Stock · 135 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan ("2014 LTIP"). The CSEs convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan ("2014 LTIP"). The CSEs convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:13 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 126 | $124.10 Strike: $0.00 | $15,636.60 |
DisclosureSEC source: 0001127602-17-023276 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 583 Underlying: Common Stock · 126 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, unless the director elects accelerated release as provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, unless the director elects accelerated release as provided in the 2014 LTIP. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:49 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020563 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,658 Underlying: Common Stock · 1,658 shares Expires not disclosed F1 · derivative.exercise_date: One Hundred Percent (100%) of the RSUs shall vest on June 1, 2018, subject to Grantee's continued service as a director through such date. F1 · derivative.expiration_date: One Hundred Percent (100%) of the RSUs shall vest on June 1, 2018, subject to Grantee's continued service as a director through such date. Read SEC document |
| May 26, 2017 Filed May 31, 2017 20:43 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,743 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019857 · form4.xml · derivative · entry 2 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,743 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 · derivative.exercise_date: This award vests in its entirety on May 26, 2017. F1 · derivative.expiration_date: This award vests in its entirety on May 26, 2017. Read SEC document |
| May 26, 2017 Filed May 31, 2017 20:43 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019857 · form4.xml · nonDerivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,743 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 |
| April 03, 2017 Filed Apr 5, 2017 20:35 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 138 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014326 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 457 Underlying: Common Stock · 138 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:40 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 150 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001088 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. Read SEC document |
| November 08, 2016 Filed Nov 9, 2016 20:52 UTC | AUTOMATIC DATA PROCESSING INC ADP · Entity 1584 | GrantCommon Stock | 3,181 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-041400 · doc4.xml · nonDerivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,888 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:39 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 169 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064035 · form4.xml · derivative · entry 1 Bisson Peter · CIK 0001650029 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 169 Underlying: Common Stock · 169 shares Expires not disclosed F1 · derivative.exercise_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. F1 · derivative.expiration_date: These are Common Stock Equivalents (CSE) received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan (2014 LTIP). The Common Stock Equivalents convert into Gartner Common Stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the 2014 LTIP. 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.