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Gartner (IT) director Eileen Serra converts 1,744 RSUs, holds 4,076 shares

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Gartner Inc. director Eileen Serra reported a compensation-related equity delivery, exercising restricted stock units into 1,744 shares of Common Stock. The RSUs had fully vested on June 8, 2021, and she had previously elected to defer release of the underlying shares until the fifth anniversary of that vesting date.

After this transaction, Serra directly holds 4,076 shares of Gartner Common Stock. She also has an additional 700 shares held indirectly through a Family Trust. The filing shows no open-market purchases or sales, only the conversion of RSUs into common shares.

Positive

  • None.

Negative

  • None.
Insider Serra Eileen
Role null
Type Security Shares Price Value
Exercise Restricted Stock Units 1,744 $0.00 --
Exercise Common Stock 1,744 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 4,076 shares (Direct, null); Common Stock — 700 shares (Indirect, Family Trust)
Footnotes (1)
  1. [object Object]
RSUs converted 1,744 shares Restricted Stock Units converted into Common Stock on June 8, 2026
Direct holdings after transaction 4,076 shares Common Stock directly owned following RSU conversion
Indirect holdings 700 shares Common Stock held indirectly through a Family Trust
Exercise price per share $0.00 per share Price for converting 1,744 RSUs into Common Stock
Exercise transactions 1 exercise, 1,744 shares Derivative exercise count and shares from transaction summary
Holding entries 1 entry One indirect Family Trust holding noted in the filing
Restricted Stock Units financial
"The security title “Restricted Stock Units” converted into 1,744 shares of Common Stock."
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.
derivative security financial
"The transaction code description states “Exercise or conversion of derivative security.”"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
Family Trust financial
"700 Common Stock shares are reported as held indirectly with nature of ownership “Family Trust.”"
vesting financial
"The footnote explains that 100% of the RSUs vested on June 8, 2021."
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.
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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*
Serra Eileen
(Last)(First)(Middle)
56 TOP GALLANT RD.
(Street)
STAMFORD CONNECTICUT 06902
(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)
06/08/2026		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 Stock06/08/2026M1,744A$04,076D
Common Stock700IFamily Trust
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
Restricted Stock Units$006/08/2026M1,744 (1) (1)Common Stock1,744$00D
Explanation of Responses:
1. One Hundred Percent (100%) of the RSUs vested on June 8, 2021. The Reporting Person elected to defer the release of the underlying shares until the 5th anniversary of the original vesting date.
/s/ Kevin Tang for Eileen Serra06/10/2026
** 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 insider transaction did Gartner (IT) director Eileen Serra report?

Eileen Serra reported exercising restricted stock units into 1,744 Gartner Common Stock shares. These RSUs were fully vested in June 2021, and the share release occurred on their fifth anniversary as previously elected, without any open-market buying or selling.

How many Gartner (IT) shares does Eileen Serra hold after this Form 4?

After the RSU conversion, Eileen Serra directly holds 4,076 Gartner Common Stock shares. She also has 700 additional shares held indirectly through a Family Trust, giving the filing’s visible combined position of 4,776 shares across direct and indirect holdings.

Were Eileen Serra’s Gartner (IT) transactions open-market buys or sells?

The reported activity reflects an RSU conversion, not an open-market trade. Serra exercised 1,744 vested restricted stock units into common shares at a stated price of $0.00 per share, with no disclosed purchases or sales on the open market in this filing.

What do the restricted stock units in Gartner (IT) director’s filing represent?

The restricted stock units represent equity compensation that fully vested on June 8, 2021. Serra elected to defer delivery of the underlying 1,744 shares until the fifth anniversary of vesting, so the 2026 transaction records the actual release and conversion into common stock.

Does the Gartner (IT) Form 4 show any remaining RSUs for Eileen Serra?

The filing shows the RSU position tied to this transaction going to zero after converting 1,744 units into common shares. The derivative summary contains no remaining derivative securities, indicating this specific RSU award has been fully settled in shares.

How are Eileen Serra’s indirect Gartner (IT) holdings structured?

The Form 4 lists 700 Gartner Common Stock shares held indirectly through a Family Trust. This indirect ownership is separate from her 4,076 directly held shares, and the filing categorizes the 700-share position with an “I” ownership code for indirect holdings.