Gartner director reports stock gifts and trust moves

Gartner Inc. director William O. Grabe reported non-market changes in his holdings.

Accepted by SEC EDGAR 03/13/2026 - 04:27 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Gartner Inc. director William O. Grabe reported non-market changes in his holdings. He restructured ownership of 4,200 common shares tied to a 2025 grantor retained annuity trust (2025 GRAT), moving shares between the trust and his direct ownership in exchange for a $336,021 contribution to the GRAT.

He also made bona fide gifts totaling 3,760 common shares to three family trusts (Family Trusts 1–3), for which he disclaims beneficial ownership except for any pecuniary interest. After these moves, he continues to hold 47,900 shares indirectly through the 2025 GRAT, along with remaining direct and trust holdings.

Insider Trade Summary

3,760 shares gifted

Gift 8 txns

Insider GRABE WILLIAM O

Role Director

Type	Security	Shares	Price	Value
Other	Common Stock	2,100	$160.01	$336K
Other	Common Stock	2,100	$160.01	$336K
Gift	Common Stock	235	$0.00	$0.00
Gift	Common Stock	235	$0.00	$0.00
Gift	Common Stock	235	$0.00	$0.00
Gift	Common Stock	235	$0.00	$0.00
Gift	Common Stock	1,410	$0.00	$0.00
Gift	Common Stock	1,410	$0.00	$0.00

Holdings After Transaction: Common Stock — 47,900 shares (Indirect, 2025 GRAT); Common Stock — 235 shares (Indirect, Family Trust 1); Common Stock — 235 shares (Indirect, Family Trust 2); Common Stock — 334 shares (Direct); Common Stock — 1,410 shares (Indirect, Family Trust 3)

Holdings Before and After: Common Stock, 470 to 235 shares (Indirect, Family Trust 1); Common Stock, 470 to 235 shares (Indirect, Family Trust 2); Common Stock, 2,820 to 1,410 shares (Indirect, Family Trust 3)

Footnotes (5)

1. F1. Pursuant to a power of substitution, the reporting person, who is the trustee of the 2025 GRAT (see footnote 2 below for more information about the 2025 GRAT), transferred the shares from the 2025 GRAT to himself in exchange for a contribution of $336,021 by the reporting person to the 2025 GRAT. The transfer resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the 2025 GRAT and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this transfer of shares from the 2025 GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
2. F2. These shares are held in a grantor retained annuity trust created on August 22, 2025 when the reporting person transferred 50,000 Gartner shares to the trust (the "2025 GRAT"). These shares are held in trust for the benefit of the reporting person and his children. The reporting person is the Trustee of the 2025 GRAT.
3. F3. The reporting person transferred the shares to a family trust, Family Trust 1 ("Family Trust 1"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 1 except to the extent, if any, of his pecuniary interest therein.
4. F4. The reporting person transferred the shares to a family trust, Family Trust 2 ("Family Trust 2"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 2 except to the extent, if any, of his pecuniary interest therein.
5. F5. The reporting person transferred the shares to a family trust, Family Trust 3 ("Family Trust 3"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 3 except to the extent, if any, of his pecuniary interest therein.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transactions did William O. Grabe report for Gartner (IT)?

Director William O. Grabe reported non-market changes in Gartner common stock on March 11, 2026. These included a restructuring of 4,200 shares involving a 2025 grantor retained annuity trust and bona fide gifts totaling 3,760 shares to three separate family trusts.

How many Gartner (IT) shares did William O. Grabe gift in this Form 4?

William O. Grabe reported bona fide gifts of 3,760 Gartner common shares. The gifts were split among three entities labeled Family Trust 1, Family Trust 2, and Family Trust 3, and he disclaims beneficial ownership of those trust-held shares except for any pecuniary interest.

Were William O. Grabe’s Gartner (IT) transactions open-market buys or sells?

The reported Gartner transactions were not open-market buys or sells. They consisted of Form 4 code J restructuring transfers and code G bona fide gifts, including trust-related movements and family trust gifts, rather than purchases or sales on the open market.

What is the 2025 GRAT mentioned in William O. Grabe’s Gartner (IT) filing?

The 2025 GRAT is a grantor retained annuity trust created on August 22, 2025, initially funded with 50,000 Gartner shares. It holds shares for the benefit of William O. Grabe and his children, with Grabe serving as trustee of the trust.

How many Gartner (IT) shares does William O. Grabe hold through the 2025 GRAT?

After the reported restructuring, one transaction entry shows William O. Grabe holding 47,900 Gartner common shares indirectly through the 2025 GRAT. This figure reflects shares attributed to the trust, separate from his other direct and family trust holdings.

What cash consideration was involved in William O. Grabe’s Gartner (IT) trust transfer?

In connection with the 2025 GRAT restructuring, William O. Grabe contributed $336,021 to the 2025 GRAT. In exchange, shares were transferred from the trust to him directly, changing the form of his beneficial ownership without constituting an open-market stock transaction.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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^*

GRABE WILLIAM O

(Last) (First) (Middle)

56 TOP GALLANT RD

P.O. BOX 10212

(Street)

STAMFORD CT 06904-2212

(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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
03/11/2026

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	03/11/2026		J(1)		2,100	D	$160.01	47,900	I	2025 GRAT(2)
Common Stock	03/11/2026		J(1)		2,100	A	$160.01	2,214	D
Common Stock	03/11/2026		G(3)		235	D	$0	1,979	D
Common Stock	03/11/2026		G(3)		235	A	$0	235	I	Family Trust 1(3)
Common Stock	03/11/2026		G(4)		235	D	$0	1,744	D
Common Stock	03/11/2026		G(4)		235	A	$0	235	I	Family Trust 2(4)
Common Stock	03/11/2026		G(5)		1,410	D	$0	334	D
Common Stock	03/11/2026		G(5)		1,410	A	$0	1,410	I	Family Trust 3(5)

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

Explanation of Responses:

1. Pursuant to a power of substitution, the reporting person, who is the trustee of the 2025 GRAT (see footnote 2 below for more information about the 2025 GRAT), transferred the shares from the 2025 GRAT to himself in exchange for a contribution of $336,021 by the reporting person to the 2025 GRAT. The transfer resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the 2025 GRAT and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this transfer of shares from the 2025 GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.

2. These shares are held in a grantor retained annuity trust created on August 22, 2025 when the reporting person transferred 50,000 Gartner shares to the trust (the "2025 GRAT"). These shares are held in trust for the benefit of the reporting person and his children. The reporting person is the Trustee of the 2025 GRAT.

3. The reporting person transferred the shares to a family trust, Family Trust 1 ("Family Trust 1"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 1 except to the extent, if any, of his pecuniary interest therein.

4. The reporting person transferred the shares to a family trust, Family Trust 2 ("Family Trust 2"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 2 except to the extent, if any, of his pecuniary interest therein.

5. The reporting person transferred the shares to a family trust, Family Trust 3 ("Family Trust 3"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 3 except to the extent, if any, of his pecuniary interest therein.

	/s/ Kevin Tang for William O. Grabe	03/13/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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