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 06, 2018 Filed Feb 8, 2018 21:52 UTC | GARTNER INC IT · Entity 465 | Tax withholdingCommon Stock | 165 | $124.02 | $20,463.30 |
DisclosureSEC source: 0001127602-18-004621 · form4.xml · nonDerivative · entry 2 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,200 F3 · shares: Represents shares withheld for the payment of applicable income and payroll withholding taxes. Read SEC document |
| February 06, 2018 Filed Feb 8, 2018 21:52 UTC | GARTNER INC IT · Entity 465 | Exercise / conversionCommon Stock | 631 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-004621 · form4.xml · nonDerivative · entry 1 Beck Joseph P. · CIK 0001729479 · EVP, Global Technology Sales 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,365 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.