Gartner director Grabe receives 35,371 shares

Available on EDGAR 11/13/2026 - 04:07 PM EST Accepted by SEC EDGAR 11/13/2026 - 04:05 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

Gartner Inc. (IT) director William O. Grabe reported that the 2025 GRAT, of which he is trustee, made an annual annuity payment of 35,371 common shares to him on November 10, 2026. After the transfer, the GRAT held 12,529 shares and Grabe held 37,393 shares directly. His separately listed indirect holdings were 235 shares in Family Trust 1, 235 in Family Trust 2, and 1,410 in Family Trust 3.

Insider Trade Summary

Other: 70,742 shares

Other 2 txns

Insider GRABE WILLIAM O

Role Director

Type	Security	Shares	Price	Value
Other	Common Stock F1, F2	35,371	$0.00	$0.00
Other	Common Stock F1	35,371	$0.00	$0.00
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 12,529 shares (Indirect, 2025 GRAT); Common Stock — 37,393 shares (Direct); 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)

Holdings Before and After: Common Stock, 47,900 to 12,529 shares (Indirect, 2025 GRAT); Common Stock, 2,022 to 37,393 shares (Direct)

Footnotes (2)

1. F1. The reported shares represent an annual annuity payment from a grantor retained annuity trust created on August 22, 2025 (the "2025 GRAT") to the reporting person.
2. F2. These shares are held in 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.

Key Figures

Shares transferred: 35,371 shares Shares held directly after transfer: 37,393 shares Shares held by 2025 GRAT after transfer: 12,529 shares +3 more

6 metrics

Shares transferred 35,371 shares Annual annuity payment from the 2025 GRAT to William O. Grabe on November 10, 2026

Shares held directly after transfer 37,393 shares William O. Grabe's reported direct position on November 10, 2026

Shares held by 2025 GRAT after transfer 12,529 shares Reported position on November 10, 2026

Family Trust 1 holdings 235 shares Reported indirect position on November 10, 2026

Family Trust 2 holdings 235 shares Reported indirect position on November 10, 2026

Family Trust 3 holdings 1,410 shares Reported indirect position on November 10, 2026

Key Terms

grantor retained annuity trust, annual annuity payment

2 terms

grantor retained annuity trust financial

"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.

annual annuity payment financial

"annual annuity payment from a grantor retained annuity trust"

FAQ

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How many Gartner (IT) shares did William O. Grabe receive from the 2025 GRAT?

William O. Grabe received 35,371 common shares from the 2025 GRAT as an annual annuity payment on November 10, 2026. No Rule 10b5-1 plan is reported; after the transfer, he held 37,393 shares directly and the GRAT held 12,529.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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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 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)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
11/10/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	11/10/2026		J		35,371(1)	D	$0	12,529	I	2025 GRAT(2)
Common Stock	11/10/2026		J		35,371(1)	A	$0	37,393	D
Common Stock								235	I	Family Trust 1
Common Stock								235	I	Family Trust 2
Common Stock								1,410	I	Family 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)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The reported shares represent an annual annuity payment from a grantor retained annuity trust created on August 22, 2025 (the "2025 GRAT") to the reporting person.

2. These shares are held in 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.

	/s/ Kevin Tang for William O. Grabe	11/13/2026
	** 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.
* Form 4: SEC 1474 (03-26)