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Gartner Form 4: 107-share CSE distribution; updated holdings

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Form Type
4

Rhea-AI Filing Summary

Gartner (IT) director reported routine equity activity on 10/01/2025. The filing shows receipt of 107 common shares at $0 following an election to distribute an equivalent number of Common Stock Equivalents (CSEs) from the director compensation plan. After these transactions, directly held common stock stood at 4,136 shares, while CSE holdings decreased to 47,197 from 47,304.

The report also lists 50,000 shares held indirectly in a grantor retained annuity trust created on August 22, 2025 (the “2025 GRAT”), for which the reporting person serves as annuitant and trustee. The CSEs were granted under Gartner’s Long‑Term Incentive Plan and typically convert to common stock upon termination of board service or as provided in the plan.

Positive

  • None.

Negative

  • None.

Insights

Routine CSE-to-stock distribution; holdings updated.

The director elected to take an immediate distribution of 107 CSEs into common shares at $0, moving them from deferred units into directly held stock. This reduced CSE balances to 47,197 and lifted direct common stock to 4,136 shares.

CSEs are board compensation units that convert to common stock under plan terms. The filing also notes 50,000 shares held indirectly in a 2025 GRAT formed on August 22, 2025. These updates are administrative and do not indicate new cash proceeds.

Insider GRABE WILLIAM O
Role Director
Type Security Shares Price Value
Grant/Award Common Stock Equivalents (CSE) 107 $251.00 $27K
Other Common Stock Equivalents (CSE) 107 $0.00 --
Other Common Stock 107 $0.00 --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock Equivalents (CSE) — 47,304 shares (Direct); Common Stock — 4,136 shares (Direct); Common Stock — 50,000 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"). The reporting person is the annuitant and 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.
Form 4 Insider Transactions: What Each Field Means →
SEC Form 4
FORM 4 UNITED 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 CT 06904-2212
(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
GARTNER INC [ IT ] 		5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
10/01/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
 6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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)
Code V Amount (A) or (D) Price
Common Stock 10/01/2025 J(1) 107 A $0 4,136 D
Common Stock 50,000 I 2025 GRAT(2)
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Common Stock Equivalents (CSE) $0 10/01/2025 A 107 (3) (3) Common Stock 107 $251 47,304 D
Common Stock Equivalents (CSE) $0 10/01/2025 J 107 (3) (3) Common Stock 107 $0 47,197 D
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"). The reporting person is the annuitant and 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. Grabe 10/03/2025
** Signature of Reporting Person Date
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.

Source: View Original Filing on SEC EDGAR

FAQ

What did Gartner (IT) disclose in this Form 4?

A director received 107 common shares from a distribution of CSEs on 10/01/2025, with corresponding updates to direct and CSE holdings.

How many Gartner shares does the director now hold directly?

Directly held common stock totaled 4,136 shares following the transactions.

What happened to the director’s Common Stock Equivalents (CSEs)?

CSE holdings decreased to 47,197 from 47,304 after distributing 107 units into common shares.

What is the 2025 GRAT mentioned for Gartner (IT)?

It’s a grantor retained annuity trust created on August 22, 2025 holding 50,000 shares indirectly for the reporting person.

What do the transaction codes mean in this Form 4?

Code A reflects acquisition of shares; code J ties to the election to distribute CSEs into stock, per the footnotes.

Under which plan were the CSEs granted?

They were granted under Gartner’s Long‑Term Incentive Plan for outside directors.