Gartner (NYSE: IT) director updates stock and GRAT holdings
Rhea-AI Filing Summary
FUCHS ANNE SUTHERLAND reported acquisition or exercise transactions in this Form 4 filing.
Gartner Inc. director Anne Sutherland Fuchs reported routine equity compensation and related share movements. She received a grant of 87 Common Stock Equivalents (CSEs) at a reference price of $154.79 per CSE for her service as an outside director under Gartner’s Long-Term Incentive Plan.
She elected an immediate distribution of these 87 CSEs into 87 shares of Gartner common stock, reflected as “other” transactions on both the CSE and common stock lines. After these changes, she holds 29,577 CSEs and 8,306 shares of common stock directly.
In addition, 4,644 shares of Gartner common stock are held indirectly in a 2024 grantor retained annuity trust (the “2024 GRAT”) established for the benefit of Fuchs and her children, for which she serves as trustee.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock Equivalent (CSE) | 87 | $154.79 | $13K |
| Other | Common Stock Equivalent (CSE) | 87 | $0.00 | -- |
| Other | Common Stock | 87 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (1)
- This reporting person has elected to receive an immediate distribution of the CSE shares. These shares are held in a grantor retained annuity trust created on June 4, 2024 when the reporting person transferred 4,644 Gartner shares to the trust (the "2024 GRAT"). These shares are held in trust for the benefit of the reporting person and her children. The reporting person is the Trustee of the 2024 GRAT. These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP.