Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Research & Advisory | 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 | 12,992 |
Ending reported balance
After 2025-02-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-02-10 · Exercise / conversion · Acquired 484 · Balance 13,127 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 135 · Balance 12,992 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 484 · 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 09, 2023 Filed Feb 10, 2023 23:07 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 977 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-004533 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,474 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 3 on February 9, 2023. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 09, 2023 Filed Feb 13, 2023 22:39 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 3,710 | $0.00 Strike: $351.03 | $0.00 |
DisclosureSEC source: 0001127602-23-004964 · form4.xml · derivative · entry 3 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,710 Underlying: Common Stock · 3,710 shares Expires 2030-02-09 F3 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 9, 2024. F3 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 9, 2024. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · derivative · entry 6 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480 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. F3 · 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 6, 2020. This represents the 2023 installment. F3 · 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 6, 2020. This represents the 2023 installment. F3 · 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 6, 2020. This represents the 2023 installment. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 145 | $340.93 | $49,434.85 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · nonDerivative · entry 4 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,497 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · nonDerivative · entry 3 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,642 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. F3 · 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 6, 2020. This represents the 2023 installment. Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 526 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · derivative · entry 5 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 526 Underlying: Common Stock · 526 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 5, 2021. This represents the 2023 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 5, 2021. This represents the 2023 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 5, 2021. This represents the 2023 installment. Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 176 | $341.95 | $60,183.20 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · nonDerivative · entry 2 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,162 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 05, 2023 Filed Feb 7, 2023 23:25 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 526 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-003841 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · EVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,338 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 5, 2021. This represents the 2023 installment. Read SEC document |
| November 30, 2022 Filed Dec 2, 2022 22:25 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 17 | $332.85 | $5,658.45 |
DisclosureSEC source: 0001127602-22-026809 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,812 F1 · shares: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective September 1, 2021) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| August 31, 2022 Filed Sep 2, 2022 20:31 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 21 | $271.05 | $5,692.05 |
DisclosureSEC source: 0001127602-22-022008 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,795 F1 · shares: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective September 1, 2021) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| May 31, 2022 Filed Jun 2, 2022 21:20 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 23 | $249.28 | $5,733.44 |
DisclosureSEC source: 0001127602-22-016447 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,774 F1 · shares: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective September 1, 2021) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 22:02 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 20 | $266.40 | $5,328.00 |
DisclosureSEC source: 0001127602-22-007751 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,751 F1 · shares: Represents shares acquired under Gartner, Inc.'s 2011 Employee Stock Purchase Plan (as amended and restated effective September 1, 2021) in a transaction exempt from Section 16(b) pursuant to Rule 16b-3(c). Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 22:02 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004611 · form4.xml · derivative · entry 4 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,453 Underlying: Common Stock · 485 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 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 2022 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 10, 2022. This represents the 2022 installment. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 22:02 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 146 | $219.12 | $31,991.52 |
DisclosureSEC source: 0001127602-22-004611 · form4.xml · nonDerivative · entry 2 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,731 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 10, 2022 Filed Feb 11, 2022 22:02 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 485 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004611 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,877 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 10, 2022. This represents the 2022 installment. Read SEC document |
| February 09, 2022 Filed Feb 11, 2022 22:02 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 4,167 | $0.00 Strike: $302.90 | $0.00 |
DisclosureSEC source: 0001127602-22-004611 · form4.xml · derivative · entry 3 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,167 Underlying: Common Stock · 4,167 shares Expires 2029-02-09 F3 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 9, 2023. F3 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 9, 2023. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:57 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 601 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004296 · form4.xml · derivative · entry 3 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 601 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 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 2022 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 2022 installment. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:57 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 181 | $302.66 | $54,781.46 |
DisclosureSEC source: 0001127602-22-004296 · form4.xml · nonDerivative · entry 2 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,392 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2022 Filed Feb 10, 2022 21:57 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-004296 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,573 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 2022 installment. Read SEC document |
| February 06, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 481 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · derivative · entry 6 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 480 Underlying: Common Stock · 481 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. F3 · 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 6, 2020. This represents the 2022 installment. F3 · 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 6, 2020. This represents the 2022 installment. Read SEC document |
| February 06, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 145 | $294.64 | $42,722.80 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · nonDerivative · entry 4 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,972 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · nonDerivative · entry 3 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,117 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. F3 · 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 6, 2020. This represents the 2022 installment. Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 527 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · derivative · entry 5 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052 Underlying: Common Stock · 527 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 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 5, 2021. This represents the 2022 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 5, 2021. This represents the 2022 installment. Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 179 | $294.64 | $52,740.56 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · nonDerivative · entry 2 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,636 F2 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 05, 2022 Filed Feb 8, 2022 23:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 527 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-003790 · form4.xml · nonDerivative · entry 1 Sribar Valentin · CIK 0001907594 · SVP, Research & Advisory 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,815 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 5, 2021. This represents the 2022 installment. 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.