Gartner (NYSE: IT) director awarded 182 common stock equivalents
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
GRABE WILLIAM O reported acquisition or exercise transactions in this Form 4 filing.
Gartner Inc. director William O. Grabe reported routine equity compensation and related reallocations of existing awards. On July 1, 2026, he received 182 Common Stock Equivalents (CSEs) as compensation for service as an outside director under Gartner’s Long-Term Incentive Plan at a reference price of $133.76 per CSE, increasing his directly held CSE balance to 47,379 units.
Related "other" transactions reclassified 182 CSEs into an equivalent number of common shares following his election to receive an immediate distribution, leaving him with 1,224 Gartner common shares held directly. He also holds additional common stock indirectly through family trusts and a 2025 grantor retained annuity trust.
Positive
- None.
Negative
- None.
Insider Trade Summary
7 transactions reported
Mixed
7 txns
Insider
GRABE WILLIAM O
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Grant/Award | Common Stock Equivalents (CSE) | 182 | $133.76 | $24K |
| Other | Common Stock Equivalents (CSE) | 182 | $0.00 | -- |
| Other | Common Stock | 182 | $0.00 | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock Equivalents (CSE) — 47,379 shares (Direct, null);
Common Stock — 1,224 shares (Direct, null);
Common Stock — 47,900 shares (Indirect, 2025 GRAT)
Footnotes (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 (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. 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.
Key Figures
CSE grant size: 182 units
CSE grant reference price: $133.76 per unit
CSE balance after grant: 47,379 units
+5 more
8 metrics
CSE grant size
182 units
Common Stock Equivalents granted as outside director compensation
CSE grant reference price
$133.76 per unit
Value used for newly granted CSEs
CSE balance after grant
47,379 units
Total directly held Common Stock Equivalents following transactions
Common shares after reclassification
1,224 shares
Direct Gartner common stock holdings following CSE distribution
2025 GRAT indirect holding
47,900 shares
Common stock held indirectly in 2025 grantor retained annuity trust
Family Trust 3 holding
1,410 shares
Common stock held indirectly via Family Trust 3
Family Trust 1 holding
235 shares
Common stock held indirectly via Family Trust 1
Family Trust 2 holding
235 shares
Common stock held indirectly via Family Trust 2
Key Terms
Common Stock Equivalents (CSEs), grantor retained annuity trust, 2025 GRAT, Long-Term Incentive Plan ("LTIP"), +2 more
6 terms
Common Stock Equivalents (CSEs) financial
"These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc."
grantor retained annuity trust financial
"These shares are held in a grantor retained annuity trust created on August 22, 2025 (the "2025 GRAT")."
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")."
Long-Term Incentive Plan ("LTIP") financial
"They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP")."
outside director financial
"These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc."
restructuring financial
"transaction_code "J" is categorized as other acquisition or disposition and counted in restructuringShares."
Restructuring is a deliberate rearrangement of a company’s operations, finances, or ownership—like reorganizing a cluttered house to run more efficiently—often involving cost cuts, asset sales, debt changes, or staff moves. Investors pay attention because restructuring can improve profitability and free up cash, but it can also signal distress, incur one-time costs, or dilute shareholder value; its success affects future earnings and stock performance.
FAQ
What insider activity did Gartner (IT) report for William O. Grabe?
Gartner director William O. Grabe reported routine equity compensation and reallocations. He received 182 Common Stock Equivalents as director compensation and related entries shifted an equivalent number of CSEs into common shares after he elected immediate distribution of those units.
How many Common Stock Equivalents did the Gartner (IT) director receive?
William O. Grabe received 182 Common Stock Equivalents as compensation for serving as an outside director. These CSEs were granted under Gartner’s Long-Term Incentive Plan and increased his directly held CSE balance to 47,379 units following the reported Form 4 transactions.
What is the reference price for the new Gartner (IT) Common Stock Equivalents?
The newly granted 182 Common Stock Equivalents carry a reference price of $133.76 per unit. This price reflects the compensation value used for the grant under Gartner’s Long-Term Incentive Plan, rather than a cash purchase on the open market.
What are Common Stock Equivalents (CSEs) in Gartner’s director compensation?
Gartner’s Common Stock Equivalents are equity units granted as compensation to outside directors. According to the filing, these CSEs convert into Gartner common stock when an outside director’s continuous service ends, or as otherwise provided under the Long-Term Incentive Plan’s specific terms.