Gartner Director William Grabe Reports 53k Shares from 2023‑2024 GRATs

Rhea-AI Filing Summary

William O. Grabe, a director of Gartner, Inc. (IT), reported two non‑derivative acquisitions on 08/14/2025 that resulted from annual annuity payments from grantor retained annuity trusts. The Form 4 shows 23,205 shares received from a 2023 GRAT (bringing his total in that line to 24,101 shares) and 29,928 shares received from a 2024 GRAT (bringing his total in that line to 54,029 shares). Both transactions are coded G (gift or transfer to/from certain trusts) with $0 price, and the filing is signed on 08/18/2025.

Positive

• Increased beneficial ownership: Reporting person received a total of 53,133 shares via two annuity payments (23,205 and 29,928), increasing reported holdings.
• Proper disclosure: Transactions were reported on Form 4 with dates, codes, and an explanatory footnote describing the 2023 and 2024 GRATs.

Negative

• None.

Insights

Financial Analyst

TL;DR: Director received scheduled annuity share payments from two GRATs, modestly increasing beneficial ownership.

The Form 4 discloses routine transfers to the reporting person via grantor retained annuity trusts established in 2023 and 2024. The transactions are coded G and reflect 23,205 and 29,928 shares added through annuity distributions at no cash price. For investors, this represents an internal wealth‑planning event rather than open‑market purchases or sales; it increases the director's reported beneficial holdings but does not signal a market liquidity event.

Corporate Governance Expert

TL;DR: These are governance/estate‑planning transfers via GRATs; disclosure aligns with Section 16 reporting requirements.

The filing cites two separate grantor retained annuity trusts (2023 GRAT and 2024 GRAT) as the sources of the shares. The use of GRATs and the G transaction code indicates structured, preplanned annuity distributions to the reporting person. The Form 4 properly reports beneficial ownership post‑distribution and is signed and dated, meeting routine SEC disclosure expectations.

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

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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)
08/14/2025

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	08/14/2025		G		23,205(1)	A	$0	24,101	D
Common Stock	08/14/2025		G		29,928(2)	A	$0	54,029	D

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. On June 9, 2023, the reporting person established a grantor retained annuity trust with an independent trustee (the "2023 GRAT"). The reported shares represent an annual annuity payment from the 2023 GRAT to the reporting person.

2. On June 13, 2024, the reporting person established a grantor retained annuity trust with an independent trustee (the "2024 GRAT"). The reported shares represent an annual annuity payment from the 2024 GRAT to the reporting person.

	/s/ Jenna Gallagher for William O. Grabe	08/18/2025
	** 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.

FAQ

What did Gartner director William O. Grabe report on Form 4 (IT)?

He reported two annuity distributions on 08/14/2025: 23,205 shares from a 2023 GRAT and 29,928 shares from a 2024 GRAT.

What is the transaction code G on this Form 4?

Code G indicates a transaction involving gifts or transfers to/from certain trusts; here it reflects annuity payments from GRATs with $0 price.

How many shares does Grabe beneficially own after these transactions?

The filing shows 24,101 shares in one line after the 23,205 share annuity and 54,029 shares in the other line after the 29,928 share annuity.

When were the GRATs established that generated the annuity payments?

The explanatory notes state the 2023 GRAT was established on June 9, 2023 and the 2024 GRAT was established on June 13, 2024.

When was the Form 4 signed and filed?

The signature block shows the form was signed for William O. Grabe on 08/18/2025.