Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | Director | July 02, 2018 | July 05, 2018 |
| N-able, Inc.NABL · Entity 5203 | Director | May 28, 2026 | June 01, 2026 |
| SoFi Technologies, Inc.SOFI · Entity 3232 | Director | December 02, 2024 | December 05, 2024 |
| SolarWinds CorpSWI · Entity 80691 | Director | December 07, 2020 | December 09, 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 July 02, 2018 · Filed July 05, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,305 |
Reported balance
After 2018-07-02 transaction · row 1
1 source rowRow 1 · 2018-07-02 · Other · Acquired 131 · Balance 30,305 F2: This reporting person has elected to receive an immediate distribution of the CSE shares. |
| Common Stock Equivalent (CSE)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,198 |
Reported balance
After 2018-07-02 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-07-02 · Grant · Acquired 131 · Balance 2,198 F1: 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. |
| Common Stock Equivalent (CSE)SEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 2,067 |
Reported balance
After 2018-07-02 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-07-02 · Other · Disposed 131 · Balance 2,067 F2: This reporting person has elected to receive an immediate distribution of the CSE shares. F1: 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. |
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 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.
F2: This reporting person has elected to receive an immediate distribution of the CSE shares.
N-able, Inc.
Report date May 28, 2026 · Filed June 01, 2026
Jointly reported with SLTA IV (GP), L.L.C., Silver Lake Group, L.L.C., Silver Lake Technology Associates IV, L.P., Silver Lake Partners IV, L.P., Silver Lake Technology Investors IV, L.P., SLTA III (GP), L.L.C., Silver Lake Technology Associates III, L.P., SLP Denali Co-Invest GP, L.L.C., SLP Aurora Co-Invest, L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 352,499 |
Reported balance
After 2026-05-28 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2026-05-28 · Grant · Acquired 104,346 · Balance 352,499 F1: Represents restricted stock units awarded to each of Michael J. Bingle and Michael Widmann, directors of the Issuer and executives of Silver Lake Group, L.L.C. ("SLG") as part of the Issuer's non-employee director compensation program. The restricted stock units vest in full on the day immediately preceding the Issuer's next annual meeting of stockholders following the grant date, subject to the director's continued service through such date. F2: Includes restricted stock units described in footnote (1) above and shares of common stock held by Kenneth Y. Hao, Michael J. Bingle, Michael Widmann and Jason White, executives of SLG, who were awarded shares of common stock of SolarWinds Corporation ("SolarWinds"), as part of SolarWinds's non-employee director compensation policy, and as a result of the spin-off of the Issuer from SolarWinds, received shares of common stock of the Issuer. Such shares of common stock of the Issuer are held for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners. |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Partners IV, L.P. | 43,338,406 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 43,338,406 F3: These securities are directly held by SLP IV. The general partner of SLP IV is Silver Lake Technology Associates IV, L.P. ("SLTA IV"), and the general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"). F7: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Technology Investors IV, L.P. | 712,320 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 712,320 F4: These securities are directly held by SLTI IV. The general partner of SLTI IV is SLTA IV, and the general partner of SLTA IV is SLTA IV GP. F7: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectHeld through SLP Aurora Co-Invest, L.P. | 17,323,318 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 17,323,318 F5: These securities are directly held by SLP Aurora. The general partner of SLP Aurora is SLP Denali Co-Invest GP, L.L.C. ("SLP Denali GP"). The managing member of SLP Denali GP is Silver Lake Technology Associates III, L.P. ("SLTA III"), and the general partner of SLTA III is SLTA III (GP), L.L.C. ("SLTA III GP"). F7: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Technology Associates IV L.P. | 99,825 |
Reported balance
Holding disclosure · report date 2026-05-28 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 99,825 F6: These securities are directly held by Silver Lake Technology Associates IV, L.P. ("SLTA IV"), which expects at a future date to further distribute such shares to certain direct and indirect partners of SLTA IV, for the sole purpose of charitable giving. F7: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units awarded to each of Michael J. Bingle and Michael Widmann, directors of the Issuer and executives of Silver Lake Group, L.L.C. ("SLG") as part of the Issuer's non-employee director compensation program. The restricted stock units vest in full on the day immediately preceding the Issuer's next annual meeting of stockholders following the grant date, subject to the director's continued service through such date.
F2: Includes restricted stock units described in footnote (1) above and shares of common stock held by Kenneth Y. Hao, Michael J. Bingle, Michael Widmann and Jason White, executives of SLG, who were awarded shares of common stock of SolarWinds Corporation ("SolarWinds"), as part of SolarWinds's non-employee director compensation policy, and as a result of the spin-off of the Issuer from SolarWinds, received shares of common stock of the Issuer. Such shares of common stock of the Issuer are held for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners.
F3: These securities are directly held by SLP IV. The general partner of SLP IV is Silver Lake Technology Associates IV, L.P. ("SLTA IV"), and the general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP").
F4: These securities are directly held by SLTI IV. The general partner of SLTI IV is SLTA IV, and the general partner of SLTA IV is SLTA IV GP.
F5: These securities are directly held by SLP Aurora. The general partner of SLP Aurora is SLP Denali Co-Invest GP, L.L.C. ("SLP Denali GP"). The managing member of SLP Denali GP is Silver Lake Technology Associates III, L.P. ("SLTA III"), and the general partner of SLTA III is SLTA III (GP), L.L.C. ("SLTA III GP").
F6: These securities are directly held by Silver Lake Technology Associates IV, L.P. ("SLTA IV"), which expects at a future date to further distribute such shares to certain direct and indirect partners of SLTA IV, for the sole purpose of charitable giving.
F7: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any.
SoFi Technologies, Inc.
Report date December 02, 2024 · Filed December 05, 2024
Jointly reported with SLTA IV (GP), L.L.C., Silver Lake Group, L.L.C., Silver Lake Technology Associates IV, L.P., Silver Lake Partners IV, L.P., Silver Lake Technology Investors IV (Delaware II), L.P.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Partners IV, L.P. | 23,710,576 |
Last balance in matching sequence
After 2024-12-03 transaction · row 5
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 1 · 2024-12-02 · Sale · Disposed 1,729,713 · Balance 28,913,529 F4: Represents shares of common stock and restricted stock units held by Michael Bingle, a director of the Issuer and Vice Chairman of SLG, as part of the Issuer's non-employee director compensation policy, for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners. F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.88 to $16.60 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). Row 3 · 2024-12-03 · Sale · Disposed 5,142,822 · Balance 23,770,707 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.75 to $16.14 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). Row 5 · 2024-12-03 · Sale · Disposed 60,131 · Balance 23,710,576 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.00 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Technology Investors IV (Delaware II), L.P. | 395,332 |
Last balance in matching sequence
After 2024-12-03 transaction · row 6
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
3 source rowsRow 2 · 2024-12-02 · Sale · Disposed 28,840 · Balance 482,083 F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.88 to $16.60 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). Row 4 · 2024-12-03 · Sale · Disposed 85,748 · Balance 396,335 F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.75 to $16.14 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). Row 6 · 2024-12-03 · Sale · Disposed 1,003 · Balance 395,332 F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.00 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Partners IV, L.P. | 4,320,831 |
Reported balance
After 2024-12-04 transaction · row 7
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 7 · 2024-12-04 · Sale · Disposed 19,389,745 · Balance 4,320,831 F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Technology Investors IV (Delaware II), L.P. | 0 |
Last balance in matching sequence
After 2024-12-04 transaction · row 10
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 8 · 2024-12-04 · Sale · Disposed 323,290 · Balance 72,042 F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). Row 10 · 2024-12-04 · Sale · Disposed 72,042 · Balance 0 F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.43 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Partners IV, L.P. | 0 |
Reported balance
After 2024-12-04 transaction · row 9
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 9 · 2024-12-04 · Sale · Disposed 4,320,831 · Balance 0 F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.43 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV"). F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer"). |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 112,971 |
Reported balance
Holding disclosure · report date 2024-12-02 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 112,971 F4: Represents shares of common stock and restricted stock units held by Michael Bingle, a director of the Issuer and Vice Chairman of SLG, as part of the Issuer's non-employee director compensation policy, for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners. |
Filing footnotes · ownership attribution and instrument terms
F1: These securities are directly owned by Silver Lake Partners IV, L.P. ("SLP IV").
F2: These securities are directly owned by Silver Lake Technology Investors IV (Delaware II), L.P. ("SLTI IV").
F3: Silver Lake Technology Associates IV, L.P. ("SLTA IV") is the general partner of SLP IV and SLTI IV. The general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"), the managing member of which is Silver Lake Group, L.L.C. ("SLG"). Michael Bingle is a director of the Issuer and Vice Chairman of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP and SLG may be deemed to be a director by deputization of SoFi Technologies, Inc. (the "Issuer").
F4: Represents shares of common stock and restricted stock units held by Michael Bingle, a director of the Issuer and Vice Chairman of SLG, as part of the Issuer's non-employee director compensation policy, for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners.
F5: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.88 to $16.60 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F6: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.75 to $16.14 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F7: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.00 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F8: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $15.90 to $16.43 per share, inclusive. The Reporting Persons undertake to provide to the Issuer, any security holder of the Issuer, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
SolarWinds Corp
Report date December 07, 2020 · Filed December 09, 2020
Jointly reported with Silver Lake Group, L.L.C., SLTA IV (GP), L.L.C., Silver Lake Technology Associates IV, L.P., Silver Lake Partners IV, L.P., Silver Lake Technology Investors IV, L.P., SLTA III (GP), L.L.C., Silver Lake Technology Investors III, L.P., Hao Kenneth
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Partners IV, L.P. | 86,876,462 |
Reported balance
After 2020-12-07 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2020-12-07 · Sale · Disposed 5,003,523 · Balance 86,876,462 F1: On December 7, 2020, Silver Lake Partners IV, L.P. ("SLP IV"), Silver Lake Technology Investors IV, L.P. ("SLTI IV") and SLP Aurora Co-Invest, L.P. ("SLP Aurora") entered into a Stock Purchase Agreement to sell shares of common stock of the Issuer at a price of $21.97 per share, subject to potential adjustment under certain circumstances. In connection with the closing, SLP IV expects to make an in-kind distribution of additional shares of common stock to certain of its direct and indirect partners, for the sole purpose of charitable giving, with the number of shares distributed to be separately reported on a Form 4 shortly following closing. F2: These securities are directly held by SLP IV. The general partner of SLP IV is Silver Lake Technology Associates IV, L.P. ("SLTA IV"), and the general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"). F5: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Kenneth Y. Hao, Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectHeld through Silver Lake Technology Investors IV, L.P. | 1,424,641 |
Reported balance
After 2020-12-07 transaction · row 2
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 2 · 2020-12-07 · Sale · Disposed 85,520 · Balance 1,424,641 F1: On December 7, 2020, Silver Lake Partners IV, L.P. ("SLP IV"), Silver Lake Technology Investors IV, L.P. ("SLTI IV") and SLP Aurora Co-Invest, L.P. ("SLP Aurora") entered into a Stock Purchase Agreement to sell shares of common stock of the Issuer at a price of $21.97 per share, subject to potential adjustment under certain circumstances. In connection with the closing, SLP IV expects to make an in-kind distribution of additional shares of common stock to certain of its direct and indirect partners, for the sole purpose of charitable giving, with the number of shares distributed to be separately reported on a Form 4 shortly following closing. F3: These securities are directly held by SLTI IV. The general partner of SLTI IV is SLTA IV, and the general partner of SLTA IV is SLTA IV GP. F5: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Kenneth Y. Hao, Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectHeld through SLP Aurora Co-Invest, L.P. | 34,646,637 |
Reported balance
After 2020-12-07 transaction · row 3
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 3 · 2020-12-07 · Sale · Disposed 2,079,823 · Balance 34,646,637 F1: On December 7, 2020, Silver Lake Partners IV, L.P. ("SLP IV"), Silver Lake Technology Investors IV, L.P. ("SLTI IV") and SLP Aurora Co-Invest, L.P. ("SLP Aurora") entered into a Stock Purchase Agreement to sell shares of common stock of the Issuer at a price of $21.97 per share, subject to potential adjustment under certain circumstances. In connection with the closing, SLP IV expects to make an in-kind distribution of additional shares of common stock to certain of its direct and indirect partners, for the sole purpose of charitable giving, with the number of shares distributed to be separately reported on a Form 4 shortly following closing. F4: These securities are directly held by SLP Aurora. The general partner of SLP Aurora is SLP Denali Co-Invest GP, L.L.C. ("SLP Denali GP"). The managing member of SLP Denali GP is Silver Lake Technology Associates III, L.P. ("SLTA III"), and the general partner of SLTA III is SLTA III (GP), L.L.C. ("SLTA III GP"). F5: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Kenneth Y. Hao, Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. |
| Common StockSEC Table I · non-derivative | IndirectSee footnote | 160,347 |
Reported balance
Holding disclosure · report date 2020-12-07 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 160,347 F6: Represents restricted stock units or shares of common stock held by Kenneth Y. Hao, Michael J. Bingle and Michael Widmann, directors of the Issuer and executives of SLG, and Jason White, a former director of the Issuer and an executive of SLG, as part of the Issuer's non-employee director compensation policy, for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners. |
Filing footnotes · ownership attribution and instrument terms
F1: On December 7, 2020, Silver Lake Partners IV, L.P. ("SLP IV"), Silver Lake Technology Investors IV, L.P. ("SLTI IV") and SLP Aurora Co-Invest, L.P. ("SLP Aurora") entered into a Stock Purchase Agreement to sell shares of common stock of the Issuer at a price of $21.97 per share, subject to potential adjustment under certain circumstances. In connection with the closing, SLP IV expects to make an in-kind distribution of additional shares of common stock to certain of its direct and indirect partners, for the sole purpose of charitable giving, with the number of shares distributed to be separately reported on a Form 4 shortly following closing.
F2: These securities are directly held by SLP IV. The general partner of SLP IV is Silver Lake Technology Associates IV, L.P. ("SLTA IV"), and the general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP").
F3: These securities are directly held by SLTI IV. The general partner of SLTI IV is SLTA IV, and the general partner of SLTA IV is SLTA IV GP.
F4: These securities are directly held by SLP Aurora. The general partner of SLP Aurora is SLP Denali Co-Invest GP, L.L.C. ("SLP Denali GP"). The managing member of SLP Denali GP is Silver Lake Technology Associates III, L.P. ("SLTA III"), and the general partner of SLTA III is SLTA III (GP), L.L.C. ("SLTA III GP").
F5: SLG is the managing member of SLTA III GP and SLTA IV GP. Messrs. Kenneth Y. Hao, Michael J. Bingle and Michael Widmann serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any.
F6: Represents restricted stock units or shares of common stock held by Kenneth Y. Hao, Michael J. Bingle and Michael Widmann, directors of the Issuer and executives of SLG, and Jason White, a former director of the Issuer and an executive of SLG, as part of the Issuer's non-employee director compensation policy, for the benefit of one or more of the Reporting Persons and/or certain of their affiliates or certain of the funds they manage ("Silver Lake"). Pursuant to Silver Lake's policies with respect to director compensation, upon the sale of these securities, the proceeds from each sale will be expected to be remitted to Silver Lake and/or its limited partners.
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 23, 2018 Filed Oct 24, 2018 21:24 UTC | SolarWinds Corp SWI · Entity 80691 | ConversionCommon Stock | 62,370,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-18-027389 · doc4.xml · nonDerivative · entry 1 Silver Lake Group, L.L.C. · CIK 0001418226 · Director · 10% owner SLTA IV (GP), L.L.C. · CIK 0001672568 · Director · 10% owner Silver Lake Technology Associates IV, L.P. · CIK 0001672566 · Director · 10% owner Silver Lake Partners IV, L.P. · CIK 0001552054 · Director · 10% owner Silver Lake Technology Investors IV, L.P. · CIK 0001672565 · Director · 10% owner SLTA III (GP), L.L.C. · CIK 0001491808 · Director · 10% owner Silver Lake Technology Associates III, L.P. · CIK 0001491809 · Director · 10% owner Hao Kenneth · CIK 0001415357 · Director Bingle Michael J · CIK 0001306831 · Director Joint disclosure: these amounts are not allocated separately to each reporting owner. 10b5-1 filing: Not disclosed Ownership: Indirect · Held through Silver Lake Partners IV, L.P. Disclosed balance after: 97,209,272 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 · security: Immediately prior to the completion of the Issuer's initial public offering and following the conversion of the Issuer's Class A Common Stock into Class B Common Stock, each share of Class B Common Stock was reclassified into one share of Common Stock. F2 · kind: Immediately prior to the completion of the Issuer's initial public offering, each outstanding share of Class A Common Stock automatically converted into a number of shares of Class B Common Stock equal to the result of the liquidation value of such share of Class A Common Stock divided by $19.00. The liquidation value for each share of Class A Common Stock was equal to $1,000 plus accrued and unpaid dividends on such share of Class A Common Stock through October 18, 2018. In addition, the shares of the Issuer's Class A Common Stock were convertible, at the option of the holder, into shares of Class B Common Stock for a specified period of time ending on November 7, 2018. F2 · price: Immediately prior to the completion of the Issuer's initial public offering, each outstanding share of Class A Common Stock automatically converted into a number of shares of Class B Common Stock equal to the result of the liquidation value of such share of Class A Common Stock divided by $19.00. The liquidation value for each share of Class A Common Stock was equal to $1,000 plus accrued and unpaid dividends on such share of Class A Common Stock through October 18, 2018. In addition, the shares of the Issuer's Class A Common Stock were convertible, at the option of the holder, into shares of Class B Common Stock for a specified period of time ending on November 7, 2018. F3 · ownership.nature: These securities are directly held by Silver Lake Partners IV, L.P. ("SLP IV"). The general partner of SLP IV is Silver Lake Technology Associates IV, L.P. ("SLTA IV"), and the general partner of SLTA IV is SLTA IV (GP), L.L.C. ("SLTA IV GP"). F6 · ownership.nature: Silver Lake Group, L.L.C. ("SLG") is the managing member of SLTA III GP and SLTA IV GP. Kenneth Y. Hao, Michael J. Bingle and Jason White serve as directors of the Issuer and are executives of SLG. Each of SLP IV, SLTI IV, SLTA IV, SLTA IV GP, SLP Aurora, SLP Denali GP, SLTA III, SLTA III GP and SLG may be deemed to be a director by deputization of the Issuer. This filing shall not be deemed an admission that for purposes of Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise, that the Reporting Persons are the beneficial owners of any equity securities in excess of their respective pecuniary interests, and each Reporting Person disclaims beneficial ownership of the securities reported herein, except to the extent of such Reporting Person's pecuniary interest therein, if any. Read SEC document |
| July 02, 2018 Filed Jul 5, 2018 20:45 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 131 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022838 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 131 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 02, 2018 Filed Jul 5, 2018 20:45 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 131 | $133.33 Strike: $0.00 | $17,466.23 |
DisclosureSEC source: 0001127602-18-022838 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,198 Underlying: Common Stock · 131 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 02, 2018 Filed Jul 5, 2018 20:45 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-022838 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,305 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:33 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019756 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,658 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 June 1, 2018. F1 · derivative.expiration_date: This award vests in its entirety on June 1, 2018. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:33 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019756 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,174 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 |
| May 24, 2018 Filed May 29, 2018 20:35 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,828 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-019078 · form4.xml · derivative · entry 1 Bingle Michael J · CIK 0001306831 · 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 4, 2018 23:59 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014150 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 151 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| April 02, 2018 Filed Apr 4, 2018 23:59 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 151 | $116.06 Strike: $0.00 | $17,525.06 |
DisclosureSEC source: 0001127602-18-014150 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 151 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 |
| April 02, 2018 Filed Apr 4, 2018 23:59 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-014150 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,516 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| January 02, 2018 Filed Jan 3, 2018 22:00 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000701 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 140 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| January 02, 2018 Filed Jan 3, 2018 22:00 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 140 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000701 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,207 Underlying: Common Stock · 140 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 |
| January 02, 2018 Filed Jan 3, 2018 22:00 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 140 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-000701 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,365 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| October 02, 2017 Filed Oct 4, 2017 20:50 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 141 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029225 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 141 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| October 02, 2017 Filed Oct 4, 2017 20:50 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 141 | $124.57 Strike: $0.00 | $17,564.37 |
DisclosureSEC source: 0001127602-17-029225 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,208 Underlying: Common Stock · 141 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 |
| October 02, 2017 Filed Oct 4, 2017 20:50 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-029225 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,225 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| July 03, 2017 Filed Jul 6, 2017 21:12 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 151 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023275 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 151 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| July 03, 2017 Filed Jul 6, 2017 21:12 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 151 | $124.10 Strike: $0.00 | $18,739.10 |
DisclosureSEC source: 0001127602-17-023275 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,218 Underlying: Common Stock · 151 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 |
| July 03, 2017 Filed Jul 6, 2017 21:12 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 151 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-023275 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,084 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 20:50 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-020564 · form4.xml · derivative · entry 1 Bingle Michael J · CIK 0001306831 · 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 20:42 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,960 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019855 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,960 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 20:42 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,960 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-019855 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,933 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 20:34 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 178 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014322 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 178 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| April 03, 2017 Filed Apr 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 178 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014322 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,245 Underlying: Common Stock · 178 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 |
| April 03, 2017 Filed Apr 5, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 178 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-014322 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,973 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| January 03, 2017 Filed Jan 5, 2017 21:38 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 194 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001085 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 194 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 21:38 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 194 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001085 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,261 Underlying: Common Stock · 194 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 21:38 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001085 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,795 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:37 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock Equivalent (CSE) · Derivative | 219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064031 · form4.xml · derivative · entry 3 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,067 Underlying: Common Stock · 219 shares Expires not disclosed F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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 |
| October 03, 2016 Filed Oct 4, 2016 20:37 UTC | GARTNER INC IT · Entity 465 | GrantCommon Stock Equivalent (CSE) · Derivative | 219 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064031 · form4.xml · derivative · entry 2 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,286 Underlying: Common Stock · 219 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 |
| October 03, 2016 Filed Oct 4, 2016 20:37 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 219 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-064031 · form4.xml · nonDerivative · entry 1 Bingle Michael J · CIK 0001306831 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,601 F2 · kind: This reporting person has elected to receive an immediate distribution of the CSE shares. 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.