Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Global Business Sales | November 29, 2024 | December 03, 2024 |
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 November 29, 2024 · Filed December 03, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 52,674 |
Reported balance
After 2024-11-29 transaction · row 1
1 source rowRow 1 · 2024-11-29 · Other · Acquired 12 · Balance 52,674 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 |
|---|---|---|---|---|---|---|
| August 31, 2017 Filed Sep 5, 2017 21:06 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 51 | $114.56 | $5,842.59 |
DisclosureSEC source: 0001127602-17-026982 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,750 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 |
| August 22, 2017 Filed Aug 24, 2017 20:41 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,000 | $119.21 | $119,212.30 |
DisclosureSEC source: 0001127602-17-026412 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,699 Read SEC document |
| August 17, 2017 Filed Aug 18, 2017 21:02 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,000 | $119.62 | $119,617.40 |
DisclosureSEC source: 0001127602-17-026048 · form4.xml · nonDerivative · entry 3 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,699 Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 21:02 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 438 | $118.42 | $51,866.21 |
DisclosureSEC source: 0001127602-17-026048 · form4.xml · nonDerivative · entry 2 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,699 Read SEC document |
| August 16, 2017 Filed Aug 18, 2017 21:02 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,000 | $117.73 | $117,734.90 |
DisclosureSEC source: 0001127602-17-026048 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,137 Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:43 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 1,494 | $117.11 Strike: $0.00 | $174,962.34 |
DisclosureSEC source: 0001127602-17-025550 · form4.xml · derivative · entry 2 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,494 Underlying: Common Stock · 1,494 shares Expires not disclosed F1 · derivative.exercise_date: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021. F1 · derivative.expiration_date: These RSUs vest in four substantially equal installments on August 10, 2018, 2019, 2020 and 2021. Read SEC document |
| August 10, 2017 Filed Aug 14, 2017 20:43 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,000 | $118.62 | $118,624.80 |
DisclosureSEC source: 0001127602-17-025550 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,137 Read SEC document |
| May 31, 2017 Filed Jun 1, 2017 21:02 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 52 | $113.62 | $5,908.24 |
DisclosureSEC source: 0001127602-17-020058 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,137 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 |
| May 25, 2017 Filed May 30, 2017 20:43 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,000 | $117.86 | $117,859.00 |
DisclosureSEC source: 0001127602-17-019690 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,085 Read SEC document |
| May 24, 2017 Filed May 25, 2017 20:34 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 1,400 | $116.05 | $162,472.66 |
DisclosureSEC source: 0001127602-17-019413 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,085 Read SEC document |
| February 28, 2017 Filed Mar 2, 2017 21:45 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 60 | $98.05 | $5,882.97 |
DisclosureSEC source: 0001127602-17-009764 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,485 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 14, 2017 Filed Feb 15, 2017 21:55 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 5,000 | $101.35 | $506,753.00 |
DisclosureSEC source: 0001127602-17-006344 · form4.xml · nonDerivative · entry 4 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,425 F4 · price: This transaction was executed in multiple trades at prices ranging from $101.34 to $101.374. The price reported 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 13, 2017 Filed Feb 15, 2017 21:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionStock Appreciation Rights · Derivative | 20,239 | $0.00 Strike: $37.81 | $0.00 |
DisclosureSEC source: 0001127602-17-006344 · form4.xml · derivative · entry 5 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 20,239 shares Expires 2019-02-09 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: These SARs become exercisable in four substantially equal annual installments commencing on 2/9/2013 and are fully exercisable. F1 · derivative.expiration_date: These SARs become exercisable in four substantially equal annual installments commencing on 2/9/2013 and are fully exercisable. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:55 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 6,212 | $101.42 | $630,021.04 |
DisclosureSEC source: 0001127602-17-006344 · form4.xml · nonDerivative · entry 3 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,425 F3 · shares: Represents shares withheld from the settlement of the SARs for the payment of applicable income and payroll tax withholding due upon exercise. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:55 UTC | GARTNER INC IT · Entity 465 | Disposition to issuerCommon Stock | 7,546 | $101.42 | $765,315.32 |
DisclosureSEC source: 0001127602-17-006344 · form4.xml · nonDerivative · entry 2 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,637 F2 · shares: Represents the simultaneous sale back to the issuer of this number of shares having an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 20,239 | $37.81 | $765,236.59 |
DisclosureSEC source: 0001127602-17-006344 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,183 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 |
| February 12, 2017 Filed Feb 13, 2017 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,892 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · derivative · entry 9 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,892 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 21:58 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,905 | $101.02 | $192,443.10 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 6 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,944 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 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 5 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,849 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 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,688 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · derivative · entry 8 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,688 Underlying: Common Stock · 4,688 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 21:58 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 2,250 | $101.02 | $227,295.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 4 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,957 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 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 3 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,207 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 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 3,961 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · derivative · entry 7 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,922 Underlying: Common Stock · 3,961 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 21:58 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,361 | $100.27 | $136,467.47 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 2 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,519 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 21:58 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 3,961 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-005491 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,880 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 22:07 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 4,221 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004807 · form4.xml · derivative · entry 4 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,662 Underlying: Common Stock · 4,221 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 22:07 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 16,883 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004807 · form4.xml · derivative · entry 3 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,883 Underlying: Common Stock · 16,883 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 22:07 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 1,478 | $98.85 | $146,100.30 |
DisclosureSEC source: 0001127602-17-004807 · form4.xml · nonDerivative · entry 2 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,919 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 22:07 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 4,221 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-004807 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,397 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 22:07 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 17,535 | $0.00 Strike: $99.07 | $0.00 |
DisclosureSEC source: 0001127602-17-004632 · form4.xml · derivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,535 Underlying: Common Stock · 17,535 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 21:45 UTC | GARTNER INC IT · Entity 465 | OtherCommon Stock | 60 | $97.68 | $5,860.74 |
DisclosureSEC source: 0001127602-16-068838 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,176 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 |
| November 07, 2016 Filed Nov 8, 2016 21:33 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 2,600 | $94.99 | $246,967.50 |
DisclosureSEC source: 0001127602-16-066405 · form4.xml · nonDerivative · entry 1 Dawkins Alwyn · CIK 0001439796 · SVP, Events 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,116 F1 · price: This transaction was executed in multiple trades at prices ranging from $94.98 to $98.99. The price reported 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.