Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Digital Markets | February 10, 2025 | February 12, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
GARTNER INC
Report date February 10, 2025 · Filed February 12, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,340 |
Ending reported balance
After 2025-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-10 · Exercise / conversion · Acquired 2,470 · Balance 13,706 F1: Represents shares acquired upon the release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on February 10, 2022. This represents the 2025 installment. Row 2 · 2025-02-10 · Tax withholding · Disposed 1,366 · Balance 12,340 F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2025-02-10 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-02-10 · Exercise / conversion · Disposed 2,470 · Balance 0 F1: Represents shares acquired upon the release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on February 10, 2022. This represents the 2025 installment. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon the release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on February 10, 2022. This represents the 2025 installment.
F2: Represents shares withheld for the payment of applicable income and payroll withholding taxes.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 05, 2021 Filed Feb 9, 2021 22:11 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,208 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004748 · form4.xml · derivative · entry 6 Allard Kenneth · CIK 0001774166 · CMO & EVP, Digital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,624 Underlying: Common Stock · 1,208 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: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 4 on February 5, 2021. The RSUs convert into common stock on a one-for-one basis. F1 · derivative.expiration_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 4 on February 5, 2021. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:11 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 4,832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004748 · form4.xml · derivative · entry 5 Allard Kenneth · CIK 0001774166 · CMO & EVP, Digital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,832 Underlying: Common Stock · 4,832 shares Expires not disclosed F4 · derivative.exercise_date: These performance-based RSUs were awarded on February 5, 2020 and vest in four substantially equal annual installments, commencing on February 5, 2021. This represents the actual number of RSUs awarded after the performance metric was certified. F4 · derivative.expiration_date: These performance-based RSUs were awarded on February 5, 2020 and vest in four substantially equal annual installments, commencing on February 5, 2021. This represents the actual number of RSUs awarded after the performance metric was certified. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:11 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 486 | $164.50 | $79,947.00 |
DisclosureSEC source: 0001127602-21-004748 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · CMO & EVP, Digital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,944 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 05, 2021 Filed Feb 9, 2021 22:11 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,208 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-004748 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · CMO & EVP, Digital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,430 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 the vesting of the first installment of the RSUs noted in footnote 4 on February 5, 2021. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| May 08, 2020 Filed May 11, 2020 21:41 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 1,029 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016110 · form4.xml · derivative · entry 3 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,084 Underlying: Common Stock · 1,029 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing May 8, 2020. This represents the first installment. F1 · derivative.exercise_date: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing May 8, 2020. This represents the first installment. F1 · derivative.expiration_date: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing May 8, 2020. This represents the first installment. Read SEC document |
| May 08, 2020 Filed May 11, 2020 21:41 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 394 | $122.58 | $48,296.52 |
DisclosureSEC source: 0001127602-20-016110 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,222 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| May 08, 2020 Filed May 11, 2020 21:41 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-016110 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,616 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing May 8, 2020. This represents the first installment. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015091 · form4.xml · derivative · entry 3 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 412 Underlying: Common Stock · 206 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, which convert into common stock on a one-for-one basis. F3 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on April 30, 2019. This represents the 2020 installment. F3 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on April 30, 2019. This represents the 2020 installment. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:58 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 79 | $118.81 | $9,385.99 |
DisclosureSEC source: 0001127602-20-015091 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 587 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| April 30, 2020 Filed May 1, 2020 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-015091 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · EVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 666 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, which convert into common stock on a one-for-one basis. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:38 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 328 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004933 · form4.xml · derivative · entry 3 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 656 Underlying: Common Stock · 328 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the 2020 installment. F1 · derivative.exercise_date: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the 2020 installment. F1 · derivative.expiration_date: Represents shares acquired upon release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the 2020 installment. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:38 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 143 | $152.58 | $21,818.94 |
DisclosureSEC source: 0001127602-20-004933 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 460 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:38 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004933 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 603 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, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:20 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 263 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004748 · form4.xml · derivative · entry 4 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 786 Underlying: Common Stock · 263 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, which convert into common stock on a one-for-one basis. F4 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the 2020 installment. F4 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:20 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 4,113 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004748 · form4.xml · derivative · entry 3 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,113 Underlying: Common Stock · 4,113 shares Expires not disclosed F3 · shares: These performance-based RSUs were awarded May 8, 2019 and vest in four substantially equal annual installments, commencing May 8, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. F3 · derivative.exercise_date: These performance-based RSUs were awarded May 8, 2019 and vest in four substantially equal annual installments, commencing May 8, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. F3 · derivative.expiration_date: These performance-based RSUs were awarded May 8, 2019 and vest in four substantially equal annual installments, commencing May 8, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:20 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 115 | $154.29 | $17,743.35 |
DisclosureSEC source: 0001127602-20-004748 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 02:20 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004748 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 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, which convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 22:40 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 9,633 | $0.00 Strike: $154.31 | $0.00 |
DisclosureSEC source: 0001127602-20-004389 · form4.xml · derivative · entry 1 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,633 Underlying: Common Stock · 9,633 shares Expires 2027-02-05 F1 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 5, 2021. F1 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 5, 2021. Read SEC document |
| May 08, 2019 Filed May 10, 2019 20:13 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 5,510 | $0.00 Strike: $153.70 | $0.00 |
DisclosureSEC source: 0001127602-19-018142 · form4.xml · derivative · entry 1 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,510 Underlying: Common Stock · 5,510 shares Expires 2026-05-08 F1 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on May 8, 2020. F1 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on May 8, 2020. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:41 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 206 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016971 · form4.xml · derivative · entry 3 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 618 Underlying: Common Stock · 206 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares acquired upon release of RSUs. F2 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on April 30, 2019. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on April 30, 2019. This represents the 2019 installment. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:41 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 79 | $158.97 | $12,558.63 |
DisclosureSEC source: 0001127602-19-016971 · form4.xml · nonDerivative · entry 2 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:41 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 206 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016971 · form4.xml · nonDerivative · entry 1 Allard Kenneth · CIK 0001774166 · SVP, New Market Programs 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 206 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Represents shares acquired upon release of RSUs. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.