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Gartner (NYSE: IT) EVP exercises 3,052 SARs, reports 4,441 shares owned

Filing Impact
(Very High)
Filing Sentiment
(Positive)
Form Type
4

Rhea-AI Filing Summary

Gartner Inc. executive Claire Herkes, EVP, Conferences, reported equity transactions in company stock. On 11/28/2025, she exercised stock appreciation rights at a conversion price of $180.64, acquiring 3,052 shares of common stock. On the same date, 2,369 shares were withheld at a price of $232.74 to cover the aggregate exercise price of the stock appreciation rights and 316 shares were withheld at $232.74 to cover income and payroll tax obligations. After these transactions, she held 4,441 shares of Gartner common stock directly.

Positive

  • None.

Negative

  • None.
Insider Herkes Claire
Role EVP, Conferences
Type Security Shares Price Value
Exercise Stock Appreciation Rights 3,052 $0.00 --
Exercise Common Stock 3,052 $180.64 $551K
Disposition Common Stock 2,369 $232.74 $551K
Tax Withholding Common Stock 316 $232.74 $74K
Holdings After Transaction: Stock Appreciation Rights — 0 shares (Direct); Common Stock — 7,126 shares (Direct)
Footnotes (1)
  1. Represents shares acquired upon exercise of SARs. 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. Represents shares withheld for the payment of applicable income and payroll withholding taxes. These SARs are part of an award that became exercisable in four substantially equal annual installments, commencing on February 10, 2022, and are fully exercisable.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Herkes Claire
(Last) (First) (Middle)
56 TOP GALLANT ROAD
(Street)
STAMFORD CT 06902
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
GARTNER INC [ IT ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Conferences
3. Date of Earliest Transaction (Month/Day/Year)
11/28/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 11/28/2025 M 3,052(1) A $180.64 7,126 D
Common Stock 11/28/2025 D 2,369(2) D $232.74 4,757 D
Common Stock 11/28/2025 F 316(3) D $232.74 4,441 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Stock Appreciation Rights $180.64 11/28/2025 M 3,052 02/10/2022(4) 02/10/2028 Common Stock 3,052 $0 0 D
Explanation of Responses:
1. Represents shares acquired upon exercise of SARs.
2. 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.
3. Represents shares withheld for the payment of applicable income and payroll withholding taxes.
4. These SARs are part of an award that became exercisable in four substantially equal annual installments, commencing on February 10, 2022, and are fully exercisable.
/s/ Kevin Tang for Claire Herkes 12/02/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did Gartner Inc (IT) disclose in this Form 4?

The filing reports that EVP, Conferences Claire Herkes exercised 3,052 stock appreciation rights on 11/28/2025, resulting in the acquisition of 3,052 shares of Gartner common stock.

How many Gartner (IT) shares does the reporting person own after the transaction?

Following the reported transactions, Claire Herkes beneficially owns 4,441 shares of Gartner common stock in direct ownership.

What portion of the Gartner (IT) shares was withheld to cover the exercise price?

The report states that 2,369 shares of Gartner common stock were withheld at $232.74 per share, with an aggregate value substantially equal to the aggregate exercise price of the stock appreciation rights.

How many Gartner (IT) shares were withheld for taxes in this Form 4?

The filing explains that 316 shares of Gartner common stock were withheld at $232.74 per share to pay applicable income and payroll withholding taxes.

What are the key terms of the stock appreciation rights exercised at Gartner (IT)?

The stock appreciation rights carried a $180.64 conversion or exercise price, related to 3,052 underlying shares, and were part of an award that became exercisable in four substantially equal annual installments starting on February 10, 2022, and are fully exercisable with an expiration date of February 10, 2028.

What is the reporting person’s role at Gartner Inc (IT)?

The reporting person, Claire Herkes, is identified as an Officer of Gartner Inc. with the title EVP, Conferences.