Gartner director exercises 1,744 RSUs into shares
Gartner Inc. director Eileen Serra reported a compensation-related equity delivery, exercising restricted stock units into 1,744 shares of Common Stock.
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 Trade Summary
1,744 shares exercised/converted
Exercise
3 txns
Insider
Serra Eileen
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 1,744 | $0.00 | $0.00 |
| Exercise | Common Stock | 1,744 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Restricted Stock Units — 0 contracts (Direct);
Common Stock — 4,076 shares (Direct);
Common Stock — 700 shares (Indirect, Family Trust)
Footnotes (1)
- F1. 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.
Key Figures
RSUs converted: 1,744 shares
Direct holdings after transaction: 4,076 shares
Indirect holdings: 700 shares
+3 more
6 metrics
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
Key Terms
Restricted Stock Units, derivative security, Family Trust, vesting
4 terms
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.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
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.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
