Gartner (NYSE: IT) director shifts 45,800 shares from family trusts
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Gartner Inc. director Raul E. Cesan reported internal restructuring transactions involving 45,800 shares of common stock. The filing describes transfers of 18,500 shares from Family Trust #2 and 4,400 shares from Family Trust #1 to his direct ownership, all for no consideration.
The reporting person characterizes these moves as changes in the form of beneficial ownership, relying on an exemption under Rule 16a-13 of the Exchange Act. These are entity-to-person transfers rather than open-market purchases or sales, so they do not reflect new cash investment or share disposals.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
CESAN RAUL E
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 4,400 | $0.00 | -- |
| Other | Common Stock | 4,400 | $0.00 | -- |
| Other | Common Stock | 18,500 | $0.00 | -- |
| Other | Common Stock | 18,500 | $0.00 | -- |
Holdings After Transaction:
Common Stock — 14,000 shares (Indirect, Family Trust #1);
Common Stock — 34,845 shares (Direct, null)
Footnotes (1)
- Reflects a transfer of 4,400 shares from Family Trust #1 to the reporting person directly for no consideration. The reporting person believes that this transfer of shares constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934, as amended (the "Exchange Act"). Reflects a transfer of 18,500 shares from Family Trust #2 to the reporting person directly for no consideration. The reporting person believes that this transfer of shares constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Exchange Act.
Key Figures
Restructured shares: 45,800 shares
Family Trust #2 transfer: 18,500 shares
Family Trust #1 transfer: 4,400 shares
+2 more
5 metrics
Restructured shares
45,800 shares
Total common shares in J-code restructuring transactions
Family Trust #2 transfer
18,500 shares
Transferred from Family Trust #2 to direct ownership for no consideration
Family Trust #1 transfer
4,400 shares
Transferred from Family Trust #1 to direct ownership for no consideration
Transaction date
May 11, 2026
Date of reported restructuring transactions
Price per share
$0.00
Reported transaction price, indicating no consideration paid
Key Terms
Rule 16a-13, beneficial ownership, Family Trust #1, Family Trust #2, +1 more
5 terms
Rule 16a-13 regulatory
"exempted by Rule 16a-13 under the Securities Exchange Act of 1934"
beneficial ownership financial
"constitutes a change in form of beneficial ownership of the shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
Family Trust #1 financial
"Reflects a transfer of 4,400 shares from Family Trust #1 to the reporting person"
Family Trust #2 financial
"Reflects a transfer of 18,500 shares from Family Trust #2 to the reporting person"
other acquisition or disposition financial
"transaction code description: Other acquisition or disposition"
FAQ
What insider activity did Gartner (IT) disclose in this Form 4?
Gartner reported that director Raul E. Cesan restructured ownership of 45,800 common shares. The transactions moved shares from two family trusts into his direct ownership, with no cash paid, as an internal change in beneficial ownership form.
How does Rule 16a-13 apply to Raul Cesan’s Gartner (IT) transactions?
The filing states the reporting person believes these transfers qualify as changes in the form of beneficial ownership under Rule 16a-13. That rule can exempt certain internal reallocations from short-swing profit rules, since overall economic ownership is not materially changed.
What role do Family Trust #1 and Family Trust #2 play in this Gartner (IT) filing?
Family Trust #1 and Family Trust #2 are entities holding Gartner shares for Raul Cesan’s benefit. The Form 4 records transfers of 4,400 and 18,500 shares respectively from these trusts into his direct ownership, reported as non-market restructuring transactions.