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[Form 4] Gartner, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
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.

William O. Grabe, direttore di Gartner, Inc. (IT), ha riportato due acquisizioni non derivative il 14/08/2025 derivanti da pagamenti annui di rendita da grantor retained annuity trusts. Il Form 4 indica la ricezione di 23.205 azioni da un GRAT del 2023 (portando il totale in quella voce a 24.101 azioni) e di 29.928 azioni da un GRAT del 2024 (portando il totale in quella voce a 54.029 azioni). Entrambe le operazioni sono classificate come G (dono o trasferimento verso/da determinati trust) a prezzo di $0, e la comunicazione è firmata il 18/08/2025.

William O. Grabe, director de Gartner, Inc. (IT), informó dos adquisiciones no derivativas el 14/08/2025 resultantes de pagos anuales de rentas de grantor retained annuity trusts. El Formulario 4 muestra la recepción de 23.205 acciones de un GRAT de 2023 (llevando su total en esa línea a 24.101 acciones) y 29.928 acciones de un GRAT de 2024 (llevando su total en esa línea a 54.029 acciones). Ambas transacciones están codificadas como G (donación o transferencia hacia/desde ciertos fideicomisos) con precio $0, y la declaración está firmada el 18/08/2025.

William O. Grabe, Gartner, Inc. (IT)의 이사는 2025-08-14에 연간 연금 지급으로 인한 두 건의 비파생 취득을 보고했습니다. Form 4에는 2023년 GRAT에서 23,205주를 수령하여 해당 항목 총계가 24,101주가 되었고, 2024년 GRAT에서 29,928주를 수령하여 해당 항목 총계가 54,029주가 되었다고 기재되어 있습니다. 두 거래는 모두 G(일부 신탁으로의/로부터의 증여 또는 이전)로 분류되며 가격은 $0이고, 서류는 2025-08-18에 서명되었습니다.

William O. Grabe, administrateur de Gartner, Inc. (IT), a déclaré deux acquisitions non dérivées le 14/08/2025 résultant de paiements annuels de rentes provenant de grantor retained annuity trusts. Le formulaire 4 indique la réception de 23 205 actions d’un GRAT 2023 (portant son total sur cette ligne à 24 101 actions) et de 29 928 actions d’un GRAT 2024 (portant le total sur cette ligne à 54 029 actions). Les deux opérations sont codées G (don ou transfert vers/depuis certains trusts) au prix de 0 $, et le dépôt est signé le 18/08/2025.

William O. Grabe, Direktor von Gartner, Inc. (IT), meldete am 14.08.2025 zwei nicht‑derivative Erwerbe, die aus jährlichen Rentenzahlungen aus Grantor Retained Annuity Trusts resultierten. Das Formular 4 weist 23.205 Aktien aus einem 2023er GRAT aus (wodurch sein Gesamtbestand in dieser Position auf 24.101 Aktien ansteigt) und 29.928 Aktien aus einem 2024er GRAT (Gesamtbestand in dieser Position: 54.029 Aktien). Beide Transaktionen sind mit G (Schenkung oder Übertragung an/von bestimmten Treuhandfonds) gekennzeichnet, zum Preis von $0, und die Meldung ist am 18.08.2025 unterzeichnet.

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

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.

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.

William O. Grabe, direttore di Gartner, Inc. (IT), ha riportato due acquisizioni non derivative il 14/08/2025 derivanti da pagamenti annui di rendita da grantor retained annuity trusts. Il Form 4 indica la ricezione di 23.205 azioni da un GRAT del 2023 (portando il totale in quella voce a 24.101 azioni) e di 29.928 azioni da un GRAT del 2024 (portando il totale in quella voce a 54.029 azioni). Entrambe le operazioni sono classificate come G (dono o trasferimento verso/da determinati trust) a prezzo di $0, e la comunicazione è firmata il 18/08/2025.

William O. Grabe, director de Gartner, Inc. (IT), informó dos adquisiciones no derivativas el 14/08/2025 resultantes de pagos anuales de rentas de grantor retained annuity trusts. El Formulario 4 muestra la recepción de 23.205 acciones de un GRAT de 2023 (llevando su total en esa línea a 24.101 acciones) y 29.928 acciones de un GRAT de 2024 (llevando su total en esa línea a 54.029 acciones). Ambas transacciones están codificadas como G (donación o transferencia hacia/desde ciertos fideicomisos) con precio $0, y la declaración está firmada el 18/08/2025.

William O. Grabe, Gartner, Inc. (IT)의 이사는 2025-08-14에 연간 연금 지급으로 인한 두 건의 비파생 취득을 보고했습니다. Form 4에는 2023년 GRAT에서 23,205주를 수령하여 해당 항목 총계가 24,101주가 되었고, 2024년 GRAT에서 29,928주를 수령하여 해당 항목 총계가 54,029주가 되었다고 기재되어 있습니다. 두 거래는 모두 G(일부 신탁으로의/로부터의 증여 또는 이전)로 분류되며 가격은 $0이고, 서류는 2025-08-18에 서명되었습니다.

William O. Grabe, administrateur de Gartner, Inc. (IT), a déclaré deux acquisitions non dérivées le 14/08/2025 résultant de paiements annuels de rentes provenant de grantor retained annuity trusts. Le formulaire 4 indique la réception de 23 205 actions d’un GRAT 2023 (portant son total sur cette ligne à 24 101 actions) et de 29 928 actions d’un GRAT 2024 (portant le total sur cette ligne à 54 029 actions). Les deux opérations sont codées G (don ou transfert vers/depuis certains trusts) au prix de 0 $, et le dépôt est signé le 18/08/2025.

William O. Grabe, Direktor von Gartner, Inc. (IT), meldete am 14.08.2025 zwei nicht‑derivative Erwerbe, die aus jährlichen Rentenzahlungen aus Grantor Retained Annuity Trusts resultierten. Das Formular 4 weist 23.205 Aktien aus einem 2023er GRAT aus (wodurch sein Gesamtbestand in dieser Position auf 24.101 Aktien ansteigt) und 29.928 Aktien aus einem 2024er GRAT (Gesamtbestand in dieser Position: 54.029 Aktien). Beide Transaktionen sind mit G (Schenkung oder Übertragung an/von bestimmten Treuhandfonds) gekennzeichnet, zum Preis von $0, und die Meldung ist am 18.08.2025 unterzeichnet.

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)
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.
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