Gartner (NYSE: IT) EVP details RSU vesting and tax-share withholding
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Gartner Inc. executive Claire Herkes, EVP, Conferences, reported routine equity compensation activity. On February 6, 2026, 576 common shares were acquired at $0 upon release of performance-based RSUs, and 214 shares were withheld at $156.33 to cover taxes, leaving 4,436 directly owned shares.
On February 8, 2026, a further 850 common shares were acquired at $0 from time-based RSUs, with 277 shares withheld at $156.33 for taxes, bringing direct common stock ownership to 5,009 shares. After these transactions, Herkes also directly holds 1,727 and 1,700 restricted stock units from the respective awards, each convertible to common stock on a one-for-one basis.
Positive
- None.
Negative
- None.
Insider Trade Summary
1,426 shares exercised/converted
Mixed
6 txns
Insider
Herkes Claire
Role
EVP, Conferences
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units | 850 | $0.00 | -- |
| Exercise | Common Stock | 850 | $0.00 | -- |
| Tax Withholding | Common Stock | 277 | $156.33 | $43K |
| Exercise | Restricted Stock Units | 576 | $0.00 | -- |
| Exercise | Common Stock | 576 | $0.00 | -- |
| Tax Withholding | Common Stock | 214 | $156.33 | $33K |
Holdings After Transaction:
Restricted Stock Units — 1,700 shares (Direct);
Common Stock — 5,286 shares (Direct)
Footnotes (1)
- Represents shares acquired upon the release of the performance-based RSUs awarded on February 6, 2025 and certified in February 2026. These performance-based RSUs convert into common stock on a one-for-one basis and vest in four substantially equal annual installments commencing on February 6, 2026. This represents the 2026 installment. Represents shares withheld for the payment of applicable income and payroll withholding taxes. Represents shares acquired upon the release of RSUs, which convert into common stock on a one-for-one basis. These RSUs vest in four substantially equal annual installments commencing on February 8, 2025. This represents the 2026 installment.
FAQ
What insider transactions did Gartner (IT) report for Claire Herkes?
Gartner reported that EVP, Conferences, Claire Herkes acquired common stock through RSU releases and had shares withheld for taxes. On February 6 and 8, 2026, RSUs converted into stock at $0, with portions withheld at $156.33 per share for income and payroll tax obligations.
What RSU awards are involved in Claire Herkes’ Gartner (IT) Form 4 filing?
The filing involves performance-based RSUs awarded February 6, 2025 and time-based RSUs vesting from February 8, 2025. The 2026 installments of each grant released 576 and 850 units, respectively, which convert into Gartner common stock on a one-for-one basis as the vesting schedule progresses.
What does transaction code M mean in the Gartner (IT) Form 4 for Claire Herkes?
Transaction code M indicates the exercise or conversion of derivative securities, here restricted stock units, into common stock. In this filing, RSUs granted earlier converted into Gartner common shares at an exercise price of $0, reflecting standard settlement of equity awards granted as part of executive compensation.
Are Claire Herkes’ Gartner (IT) RSUs still outstanding after these transactions?
Yes. Following the vesting events, Herkes still directly holds 1,727 restricted stock units from the February 6, 2025 performance-based grant and 1,700 restricted stock units from the February 8, 2025 grant. Each remaining unit is scheduled to vest in future installments and convert into one Gartner common share.