Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP & CFO | August 31, 2026 | September 02, 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.
GARTNER INC
Report date August 31, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 83,090 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Other · Acquired 18 · Balance 83,090 F1: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective May 1, 2024) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective May 1, 2024) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c).
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 |
|---|---|---|---|---|---|---|
| May 31, 2017 Filed Jun 1, 2017 21:06 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 22 | $113.62 | $2,499.64 |
DisclosureSEC source: 0001127602-17-020065 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,119 F1 · shares: Represents shares acquired under Gartner Inc.'s 2011 Employee Stock Purchase Plan in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:50 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 60 | $98.05 | $5,882.97 |
DisclosureSEC source: 0001127602-17-009777 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,097 F1 · shares: Represents shares acquired under Gartner Inc.'s 2011 Employee Stock Purchase Plan in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| February 23, 2017 Filed Feb 27, 2017 21:52 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 4,000 | $102.46 | $409,856.00 |
DisclosureSEC source: 0001127602-17-008611 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,037 F1 · price: This transaction was executed in multiple trades at prices ranging from $102.4523 to $102.50. The price above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 2,025 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · derivative · entry 9 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,025 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 22:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,045 | $101.02 | $105,565.90 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 6 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,037 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 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 2,025 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 5 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,082 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 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,740 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · derivative · entry 8 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,740 Underlying: Common Stock · 1,740 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 22:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 801 | $101.02 | $80,917.02 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 4 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,057 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 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 3 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,858 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 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,321 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · derivative · entry 7 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,641 Underlying: Common Stock · 4,321 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 22:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,598 | $100.27 | $160,231.46 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 2 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,118 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 22:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,321 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005505 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,716 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 22:17 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 5,059 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004818 · form4.xml · derivative · entry 4 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,174 Underlying: Common Stock · 5,059 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 22:17 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 20,233 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004818 · form4.xml · derivative · entry 3 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,233 Underlying: Common Stock · 20,233 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 22:17 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,894 | $98.95 | $187,411.30 |
DisclosureSEC source: 0001127602-17-004818 · form4.xml · nonDerivative · entry 2 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,395 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 22:17 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 5,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004818 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,289 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 22:23 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 22,378 | $0.00 Strike: $99.07 | $0.00 |
DisclosureSEC source: 0001127602-17-004652 · form4.xml · derivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,378 Underlying: Common Stock · 22,378 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 |
| November 30, 2016 Filed Dec 1, 2016 21:40 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 25 | $97.68 | $2,441.98 |
DisclosureSEC source: 0001127602-16-068834 · form4.xml · nonDerivative · entry 1 Safian Craig · CIK 0001610073 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,230 F1 · shares: Represents shares acquired under Gartner Inc.'s 2011 Employee Stock Purchase Plan in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). 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.