Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| GARTNER INCIT · Entity 465 | EVP, Global Technology Sales | November 08, 2024 | November 12, 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 08, 2024 · Filed November 12, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,955 |
Ending reported balance
After 2024-11-11 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2024-11-08 · Exercise / conversion · Acquired 5,755 · Balance 15,710 F1: Represents shares acquired upon exercise of SARs. Row 2 · 2024-11-08 · Disposition to issuer · Disposed 1,504 · Balance 14,206 F2: Represents shares withheld that had an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs. Row 3 · 2024-11-08 · Tax withholding · Disposed 1,806 · Balance 12,400 F3: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Row 4 · 2024-11-11 · Sale · Disposed 2,445 · Balance 9,955 |
| Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $143.01 · Expires 2026-02-06 | Direct | 0 |
Reported balance
After 2024-11-08 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-11-08 · Exercise / conversion · Disposed 5,755 · Balance 0 F4: These SARs became exercisable in four substantially equal annual installments, commencing on February 6, 2020, and are fully exercisable. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares acquired upon exercise of SARs.
F2: Represents shares withheld that had an aggregate value, based on the market price on the date of exercise, substantially equal to the aggregate exercise price of the SARs.
F3: Represents shares withheld for the payment of applicable income and payroll withholding taxes.
F4: These SARs became exercisable in four substantially equal annual installments, commencing on February 6, 2020, and are fully exercisable.
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 08, 2020 Filed Feb 11, 2020 22:02 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 2,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004883 · form4.xml · nonDerivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,268 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 8, 2019. This represents the 2020 installment. Read SEC document |
| February 08, 2020 Filed Feb 11, 2020 22:02 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 181 | $152.58 | $27,616.98 |
DisclosureSEC source: 0001127602-20-004883 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,828 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 22:02 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004883 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,009 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, 2017. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 01:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · derivative · entry 7 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 630 Underlying: Common Stock · 631 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, 2018. This represents the 2020 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, 2018. This represents the 2020 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, 2018. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 01:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 2,168 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · derivative · entry 6 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,501 Underlying: Common Stock · 2,168 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 the vesting of the first installment of the RSUs noted in footnote 4 on February 6, 2020. The RSUs convert into common stock on a one-for-one basis. F1 · derivative.exercise_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 4 on February 6, 2020. 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 6, 2020. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 01:55 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 8,669 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · derivative · entry 5 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,669 Underlying: Common Stock · 8,669 shares Expires not disclosed F4 · shares: These performance-based RSUs were awarded on February 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 2020. This represents the actual number of RSUs awarded after the performance metric was certified. F4 · derivative.exercise_date: These performance-based RSUs were awarded on February 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 2020. 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 6, 2019 and vest in four substantially equal annual installments, commencing on February 6, 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 01:55 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 183 | $154.29 | $28,235.07 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · nonDerivative · entry 4 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,385 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 01:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · nonDerivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,568 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, 2018. This represents the 2020 installment. Read SEC document |
| February 06, 2020 Filed Feb 11, 2020 01:55 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 710 | $154.29 | $109,545.90 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,937 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 01:55 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 2,168 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-004741 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647 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 6, 2020. The RSUs convert into common stock on a one-for-one basis. Read SEC document |
| February 05, 2020 Filed Feb 7, 2020 23:15 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 12,272 | $0.00 Strike: $154.31 | $0.00 |
DisclosureSEC source: 0001127602-20-004421 · form4.xml · derivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,272 Underlying: Common Stock · 12,272 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 |
| November 30, 2019 Filed Dec 3, 2019 21:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034113 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 413 Underlying: Common Stock · 207 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. F2 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on November 30, 2018. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on November 30, 2018. This represents the 2019 installment. Read SEC document |
| November 30, 2019 Filed Dec 3, 2019 21:08 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 92 | $160.46 | $14,762.32 |
DisclosureSEC source: 0001127602-19-034113 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,479 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| November 30, 2019 Filed Dec 3, 2019 21:08 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-034113 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,571 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 |
| June 07, 2019 Filed Jun 10, 2019 20:43 UTC | GARTNER INC IT · Entity 465 | SaleCommon Stock | 4,032 | $157.29 | $634,193.28 |
DisclosureSEC source: 0001127602-19-021248 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,364 F1 · price: This transaction was executed in multiple trades at prices ranging from $157.28 to $157.39. 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 |
| April 30, 2019 Filed May 2, 2019 20:39 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016969 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143 Underlying: Common Stock · 143 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, 2017. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on April 30, 2017. This represents the 2019 installment. Read SEC document |
| April 30, 2019 Filed May 2, 2019 20:39 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 63 | $158.97 | $10,015.11 |
DisclosureSEC source: 0001127602-19-016969 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,396 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 20:39 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-016969 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,459 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, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 481 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · derivative · entry 10 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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. F4 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. F4 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. F4 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 140 | $138.74 | $19,423.60 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 6 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,314 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 09, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 5 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,454 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. F4 · shares: These RSUs vest in four substantially equal annual installments, commencing on February 9, 2016. This represents the 2019 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 624 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · derivative · entry 9 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 624 Underlying: Common Stock · 624 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: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2018 installment. F3 · derivative.exercise_date: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2018 installment. F3 · derivative.expiration_date: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2018 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 2,440 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · derivative · entry 8 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,318 Underlying: Common Stock · 2,440 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 the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. F2 · derivative.exercise_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. F2 · derivative.expiration_date: Represents shares acquired upon the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | GrantRestricted Stock Units · Derivative | 9,758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · derivative · entry 7 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,758 Underlying: Common Stock · 9,758 shares Expires not disclosed F1 · shares: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. F1 · derivative.exercise_date: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. F1 · derivative.expiration_date: These performance-based RSUs were awarded on February 8, 2018 and vest in four substantially equal annual installments, commencing on February 8, 2019. This represents the actual number of RSUs awarded after the performance metric was certified. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 181 | $138.74 | $25,111.94 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 4 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,973 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,154 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: These RSUs vest in four substantially equal annual installments, commencing on February 8, 2017. This represents the 2018 installment. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 797 | $138.74 | $110,575.78 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,530 F5 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2019 Filed Feb 12, 2019 23:45 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 2,440 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-005461 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,327 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 the vesting of the first installment of the RSUs noted in footnote 1 on February 8, 2019. Read SEC document |
| February 08, 2019 Filed Apr 16, 2019 20:39 UTC Amendment | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 795 | $138.74 | $110,298.30 |
DisclosureSEC source: 0001127602-19-015570 · form4a.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,532 F1 · shares: This reflects the corrected number of shares withheld for the payment of applicable taxes. The original Form 4 overstated the number of shares withheld by 2 shares. As a result, the number of shares beneficially owned following this transaction as reported on the original Form 4, as well as the number of shares reported in Item 5 for all subsequent transactions on the original Form 4, were understated by 2 shares. F1 · balance_after: This reflects the corrected number of shares withheld for the payment of applicable taxes. The original Form 4 overstated the number of shares withheld by 2 shares. As a result, the number of shares beneficially owned following this transaction as reported on the original Form 4, as well as the number of shares reported in Item 5 for all subsequent transactions on the original Form 4, were understated by 2 shares. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:11 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 11,511 | $0.00 Strike: $143.01 | $0.00 |
DisclosureSEC source: 0001127602-19-004889 · form4.xml · derivative · entry 4 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,511 Underlying: Common Stock · 11,511 shares Expires 2026-02-06 F4 · shares: These SARs become exercisable in four substantially equal annual installments, commencing on February 6, 2020. F4 · derivative.exercise_date: These SARs become exercisable in four substantially equal annual installments, commencing on February 6, 2020. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:11 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004889 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,261 Underlying: Common Stock · 631 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 annual installments, commencing on February 6, 2018. This represents the 2019 installment. F2 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 6, 2018. This represents the 2019 installment. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:11 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 183 | $143.01 | $26,170.83 |
DisclosureSEC source: 0001127602-19-004889 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,887 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2019 Filed Feb 8, 2019 23:11 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-004889 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,070 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 |
| November 30, 2018 Filed Dec 4, 2018 21:32 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 207 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035127 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 620 Underlying: Common Stock · 207 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: These RSUs are scheduled to vest ratably over four years on November 30, 2018, November 30, 2019, November 30, 2020, and November 30, 2021. F1 · derivative.expiration_date: These RSUs are scheduled to vest ratably over four years on November 30, 2018, November 30, 2019, November 30, 2020, and November 30, 2021. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:32 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 96 | $153.19 | $14,706.24 |
DisclosureSEC source: 0001127602-18-035127 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,439 F2 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 21:32 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 207 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-035127 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,535 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 30, 2018 Filed May 7, 2018 21:17 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016524 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 286 Underlying: Common Stock · 143 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: These RSUs are scheduled to vest ratably over three years on April 30, 2018, April 30, 2019, and April 30, 2020. F1 · derivative.expiration_date: These RSUs are scheduled to vest ratably over three years on April 30, 2018, April 30, 2019, and April 30, 2020. Read SEC document |
| April 30, 2018 Filed May 7, 2018 21:17 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 59 | $121.29 | $7,156.11 |
DisclosureSEC source: 0001127602-18-016524 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,328 F2 · shares: Represents shares withheld from released RSUs for the payment of applicable income and payroll withholding taxes due on release. Read SEC document |
| April 30, 2018 Filed May 7, 2018 21:17 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-016524 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,387 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 10, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 580 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · derivative · entry 6 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 580 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 annual installments, commencing on February 10, 2015. This represents the 2018 installment. F3 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 10, 2015. This represents the 2018 installment. Read SEC document |
| February 10, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 239 | $115.49 | $27,602.11 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · nonDerivative · entry 4 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,244 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 10, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · nonDerivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,483 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, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 481 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · derivative · entry 5 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 481 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. F1 · shares: Represents shares acquired upon release of RSUs. F2 · derivative.exercise_date: These RSUs vest in substantially equal annual installments, commencing on February 9, 2016. This represents the 2018 installment. F2 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 9, 2016. This represents the 2018 installment. Read SEC document |
| February 09, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 198 | $115.49 | $22,867.02 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,903 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 09, 2018 Filed Feb 13, 2018 21:49 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 481 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005531 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,101 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, 2018 Filed Feb 13, 2018 02:09 UTC | GARTNER INC IT · Entity 465 | GrantStock Appreciation Rights · Derivative | 12,993 | $114.26 Strike: $114.26 | $1,484,580.18 |
DisclosureSEC source: 0001127602-18-005275 · form4.xml · derivative · entry 4 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,993 Underlying: Common Stock · 12,993 shares Expires 2025-02-08 F4 · shares: These SARs become exerecisable in four substantially equal annual installments, commencing on 2/8/2019. F4 · derivative.exercise_date: These SARs become exerecisable in four substantially equal annual installments, commencing on 2/8/2019. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 02:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 625 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005275 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,248 Underlying: Common Stock · 625 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 annual installments, commencing on February 8, 2017. This represents the 2018 installments. F2 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 8, 2017. This represents the 2018 installments. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 02:09 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 205 | $114.26 | $23,423.30 |
DisclosureSEC source: 0001127602-18-005275 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,620 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 08, 2018 Filed Feb 13, 2018 02:09 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 625 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-005275 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,825 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 06, 2018 Filed Feb 8, 2018 21:52 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionRestricted Stock Units · Derivative | 631 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004621 · form4.xml · derivative · entry 3 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,892 Underlying: Common Stock · 631 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 annual installments, commencing on February 6, 2018. This represents the 2018 installments. F2 · derivative.expiration_date: These RSUs vest in substantially equal annual installments, commencing on February 6, 2018. This represents the 2018 installments. 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.