Gartner director granted 157 stock equivalents, converts to shares
GARTNER INC director William O. Grabe received a grant of 157 Common Stock Equivalents (CSEs) as compensation for board service, valued at $154.79 per unit, under the company’s Long-Term Incentive Plan.
Accepted by SEC EDGAR
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Form Type
4
Rhea-AI Filing Summary
GARTNER INC director William O. Grabe received a grant of 157 Common Stock Equivalents (CSEs) as compensation for board service, valued at $154.79 per unit, under the company’s Long-Term Incentive Plan. These CSEs convert into common stock when his board service ends or as provided in the plan.
He then elected an immediate distribution of those 157 CSEs into 157 shares of common stock, recorded as an “other” transaction rather than a market trade. After these entries, he holds 47,197 CSEs and 491 common shares directly, plus additional indirect holdings in a 2025 grantor retained annuity trust and several family trusts.
Insider Trade Summary
3 transactions reported
Mixed
3 txns
Insider
GRABE WILLIAM O
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock Equivalents (CSE) | 157 | $154.79 | $24K |
| Other | Common Stock Equivalents (CSE) | 157 | $0.00 | $0.00 |
| Other | Common Stock | 157 | $0.00 | $0.00 |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
| Holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock Equivalents (CSE) — 94,551 contracts (Direct);
Common Stock — 491 shares (Direct);
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 — 1,410 shares (Indirect, Family Trust 3)
Footnotes (3)
- F1. This reporting person has elected to receive an immediate distribution of the CSE shares.
- 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.
- F3. 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: 157 Common Stock Equivalents
Reference value per CSE: $154.79 per unit
Direct CSE holdings: 47,197 CSEs
+5 more
8 metrics
CSE grant
157 Common Stock Equivalents
Grant for outside director service on April 1, 2026
Reference value per CSE
$154.79 per unit
Transaction price per CSE on grant date
Direct CSE holdings
47,197 CSEs
Total Common Stock Equivalents after transactions
Direct common shares
491 shares
Direct Gartner common stock after transactions
2025 GRAT holdings
47,900 shares
Gartner common stock in 2025 grantor retained annuity trust
Family Trust 1 holdings
235 shares
Indirect Gartner common stock via Family Trust 1
Family Trust 2 holdings
235 shares
Indirect Gartner common stock via Family Trust 2
Family Trust 3 holdings
1,410 shares
Indirect Gartner common stock via Family Trust 3
Key Terms
Common Stock Equivalents (CSE), Long-Term Incentive Plan ("LTIP"), grantor retained annuity trust, 2025 GRAT, +1 more
5 terms
Common Stock Equivalents (CSE) financial
"These are Common Stock Equivalents ("CSEs") received as compensation"
Long-Term Incentive Plan ("LTIP") financial
"They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP")."
grantor retained annuity trust financial
"held in a grantor retained annuity trust created on August 22, 2025"
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.
2025 GRAT financial
"the trust (the "2025 GRAT"). These shares are held in trust"
outside director financial
"received as compensation for service as an outside director of Gartner, Inc."
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Gartner (IT) director William O. Grabe receive in this Form 4 filing?
William O. Grabe received 157 Common Stock Equivalents (CSEs) as compensation for serving as an outside director. The CSEs were granted at a reference value of $154.79 under Gartner’s Long-Term Incentive Plan and are designed to convert into common stock.
How were the 157 Common Stock Equivalents handled for Gartner (IT) director Grabe?
After the grant, Grabe elected an immediate distribution of the 157 CSEs into 157 shares of Gartner common stock. This was recorded as an “other” transaction and reflects compensation mechanics, not an open-market purchase or sale of shares.
What are William O. Grabe’s direct Gartner (IT) holdings after the reported transactions?
Following the grant and distribution, Grabe directly holds 47,197 Common Stock Equivalents and 491 shares of Gartner common stock. These positions reflect his ongoing equity-based compensation and ownership as a director, without indicating any open-market buying or selling.
What indirect Gartner (IT) holdings are reported for director William O. Grabe?
Indirectly, holdings are reported in a 2025 grantor retained annuity trust with 47,900 shares and three family trusts with 235, 235, and 1,410 shares. These entities hold Gartner common stock for estate and family planning purposes, separate from his direct share and CSE positions.
Does this Gartner (IT) Form 4 show any open-market stock sales or purchases by William O. Grabe?
The filing does not show any open-market purchases or sales. Instead, it records a grant of 157 Common Stock Equivalents as director compensation and their immediate conversion into 157 common shares, along with updated direct and indirect ownership balances.
What is the 2025 GRAT mentioned in William O. Grabe’s Gartner (IT) holdings?
The 2025 GRAT is a grantor retained annuity trust created on August 22, 2025, funded with 50,000 Gartner shares. It now holds 47,900 shares for the benefit of Grabe and his children, with Grabe serving as trustee and the trust reported as an indirect owner.
AI-generated analysis. How Rhea-AI works. Not financial advice.
