Gartner Inc (IT) director granted 100 CSEs and updates equity holdings
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
FUCHS ANNE SUTHERLAND reported acquisition or exercise transactions in this Form 4 filing.
Gartner Inc director Anne Sutherland Fuchs reported compensation-related and restructuring transactions in company equity on Common Stock and Common Stock Equivalents (CSEs). She received 100 CSEs as a grant under the Gartner Long-Term Incentive Plan, which are awarded for service as an outside director.
Related entries show 100 CSEs and 100 shares of Common Stock moved through "other" transactions, reflecting an immediate distribution of CSE shares into common stock rather than open-market trading. After these updates, she holds 8,957 shares of Common Stock directly, 4,644 shares indirectly through a 2024 grantor retained annuity trust, and 29,677 CSEs as deferred compensation.
Positive
- None.
Negative
- None.
Insider Trade Summary
4 transactions reported
Mixed
4 txns
Insider
FUCHS ANNE SUTHERLAND
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock Equivalents (CSE) | 100 | $133.76 | $13K |
| Other | Common Stock Equivalents (CSE) | 100 | $0.00 | -- |
| Other | Common Stock | 100 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock Equivalents (CSE) — 29,677 shares (Direct, null);
Common Stock — 8,957 shares (Direct, null);
Common Stock — 4,644 shares (Indirect, 2024 GRAT)
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.
Key Figures
CSE grant: 100 Common Stock Equivalents
CSE reference price: $133.76 per CSE
Direct common shares: 8,957 shares
+3 more
6 metrics
CSE grant
100 Common Stock Equivalents
Grant under Gartner Long-Term Incentive Plan on 2026-07-01
CSE reference price
$133.76 per CSE
Price per share field for 100 CSE grant
Direct common shares
8,957 shares
Total Gartner common stock held directly after transactions
Indirect common shares (2024 GRAT)
4,644 shares
Shares held in 2024 grantor retained annuity trust
Common Stock Equivalents balance
29,677 CSEs
Total CSEs held after reported transactions
Restructuring shares
200 shares/CSEs
Shares involved in two J-code restructuring transactions
Key Terms
Common Stock Equivalents ("CSEs"), grantor retained annuity trust, Long-Term Incentive Plan ("LTIP"), outside director
4 terms
Common Stock Equivalents ("CSEs") financial
"These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director"
grantor retained annuity trust financial
"These shares are held in a grantor retained annuity trust created on June 4, 2024"
A grantor retained annuity trust (GRAT) is an estate-planning tool where the person who creates the trust transfers assets into it but receives fixed cash payments (an annuity) from the trust for a set number of years; whatever remains after that term passes to designated beneficiaries. It matters to investors because it can shift future appreciation of assets out of the creator’s taxable estate—like putting an asset into a timed vending machine that pays you fixed amounts while any extra value that grows inside the machine goes to heirs with reduced gift or estate tax consequences.
Long-Term Incentive Plan ("LTIP") financial
"They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP")."
outside director financial
"received as compensation for service as an outside director of Gartner, Inc."
FAQ
What did Gartner Inc (IT) director Anne Sutherland Fuchs report in this Form 4?
Anne Sutherland Fuchs reported compensation-related and restructuring transactions in Gartner equity. The filing shows a new grant of Common Stock Equivalents and movements between CSEs and common stock, but no open-market purchases or sales by the director.
How many Common Stock Equivalents did Anne Sutherland Fuchs receive from Gartner Inc (IT)?
She received 100 Common Stock Equivalents (CSEs) as a grant. These were awarded as compensation for her service as an outside director under Gartner’s Long-Term Incentive Plan and will convert into common stock when her board service ends.
Were any of Anne Sutherland Fuchs’s Gartner Inc (IT) transactions open-market buys or sells?
No open-market buys or sells were reported. The Form 4 shows a grant of Common Stock Equivalents and "other" code transactions that reflect compensation and restructuring of existing awards, including an immediate distribution of CSE shares into common stock.
What is the 2024 GRAT referenced in Anne Sutherland Fuchs’s Gartner Inc (IT) holdings?
The 2024 GRAT is a grantor retained annuity trust created in June 2024. Fuchs transferred 4,644 Gartner shares into this trust, which holds shares for her and her children, with her serving as trustee and reporting these as indirect ownership.