Gartner director gets 1,489 RSUs, exercises 551
Gartner Inc. director William O. Grabe increased his equity exposure through compensation-related awards and an option-like conversion.
Rhea-AI Filing Summary
Gartner Inc. director William O. Grabe increased his equity exposure through compensation-related awards and an option-like conversion. He received 1,489 Restricted Stock Units (RSUs) that will vest 100% on May 28, 2027, subject to his continued service as a director.
He also exercised 551 RSUs into 551 shares of common stock on May 29, 2026, bringing his direct common stock holdings to 1,042 shares. In addition, he reports indirect ownership of common stock held in several trusts, including 47,900 shares in a 2025 grantor retained annuity trust and 1,410 shares in a family trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
551 shares exercised/converted
Exercise
7 txns
Insider
GRABE WILLIAM O
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 551 | $0.00 | $0.00 |
| Exercise | Common Stock | 551 | $0.00 | $0.00 |
| Grant/Award | Restricted Stock Units | 1,489 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 1,489 contracts (Direct);
Common Stock — 1,042 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. These shares are held in a grantor retained annuity trust created on August 22, 2025 (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.
- F2. One hundred percent (100%) of the RSUs shall vest on May 28, 2027, subject to the Grantee's continued service as a director through such date.
- F3. One hundred percent (100%) of the RSUs shall vest on May 29, 2026, subject to Grantee's continued service as a director through such date.
Key Figures
RSUs granted: 1,489 RSUs
RSUs exercised: 551 RSUs
Direct common shares after exercise: 1,042 shares
+4 more
7 metrics
RSUs granted
1,489 RSUs
Award to director on May 28, 2026, vesting May 28, 2027
RSUs exercised
551 RSUs
Converted into 551 common shares on May 29, 2026
Direct common shares after exercise
1,042 shares
Director’s direct Gartner common stock holdings after transactions
2025 GRAT holdings
47,900 shares
Common stock held indirectly in a 2025 grantor retained annuity trust
Family Trust 3 holdings
1,410 shares
Common stock reported as indirectly owned via Family Trust 3
RSU vesting date
May 28, 2027
100% vesting date for 1,489 RSUs, subject to continued service
Prior RSU vesting date
May 29, 2026
100% vesting date referenced for RSUs that were exercised
Key Terms
Restricted Stock Units, grantor retained annuity trust, 2025 GRAT, Family Trust, +1 more
5 terms
Restricted Stock Units financial
"security_title: "Restricted Stock Units" and vesting footnotes"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
grantor retained annuity trust financial
"These shares are 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
"These shares are held in a grantor retained annuity trust created on August 22, 2025 (the "2025 GRAT")"
Family Trust financial
"nature_of_ownership: "Family Trust 3" and similar trust holdings"
vesting financial
"One hundred percent (100%) of the RSUs shall vest on May 28, 2027"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What did Gartner (IT) director William O. Grabe report in this Form 4?
Director William O. Grabe reported a grant of 1,489 Restricted Stock Units and the exercise of 551 RSUs into 551 shares of Gartner common stock, increasing his directly held common shares to 1,042 after the transactions.
How many Gartner (IT) RSUs did William O. Grabe receive and when do they vest?
He received 1,489 Restricted Stock Units. According to the disclosure, 100% of these RSUs will vest on May 28, 2027, provided he continues to serve as a director through that date, making them a time-based equity award.
What RSU exercise or conversion did William O. Grabe report for Gartner (IT)?
He exercised 551 Restricted Stock Units into 551 shares of Gartner common stock. After this conversion, his directly held common stock position totaled 1,042 shares, reflecting a shift from derivative RSU holdings into actual shares.
Is William O. Grabe’s Gartner (IT) transaction an open-market stock purchase or sale?
No, the reported activity consists of an RSU grant and an exercise or conversion of RSUs into common stock, both compensation-related. There are no open-market purchase or sale codes such as P or S disclosed in these transactions.
What is the role of the 2025 GRAT in William O. Grabe’s Gartner (IT) holdings?
A 2025 grantor retained annuity trust holds 47,900 Gartner common shares for the benefit of William O. Grabe and his children. He serves as trustee of this 2025 GRAT, and the shares are reported as indirect ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
