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Gartner (NYSE: IT) director awarded 157 CSEs, converts into 157 common shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
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.

Positive

  • None.

Negative

  • None.
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 --
Other Common Stock 157 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock Equivalents (CSE) — 47,354 shares (Direct); Common Stock — 491 shares (Direct); Common Stock — 47,900 shares (Indirect, 2025 GRAT)
Footnotes (1)
  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 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. 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.
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
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."
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4UNITED 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 CONNECTICUT 06904-2212
(City)(State)(Zip)
UNITED STATES
(Country)		2. Issuer Name and Ticker or Trading Symbol
GARTNER INC [ IT ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
04/01/2026		6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock04/01/2026J(1)157A$0491D
Common Stock47,900I2025 GRAT(2)
Common Stock235IFamily Trust 1
Common Stock235IFamily Trust 2
Common Stock1,410IFamily Trust 3
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Common Stock Equivalents (CSE)$004/01/2026A157 (3) (3)Common Stock157$154.7947,354D
Common Stock Equivalents (CSE)$004/01/2026J(1)157 (3) (3)Common Stock157$047,197D
Explanation of Responses:
1. This reporting person has elected to receive an immediate distribution of the CSE shares.
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. 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.
/s/ Kevin Tang for William O. Grabe04/03/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

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.