Gartner director receives 672 shares via trust gift
Gartner director William O. Grabe received an annuity distribution of company shares from a grantor retained annuity trust, increasing his reported direct and indirect holdings.
Rhea-AI Filing Summary
GARTNER INC (symbol: IT) is the issuer of record for a Form 4 filing submitted to the SEC. GRABE WILLIAM O reported acquisition or exercise transactions in this Form 4 filing.
GARTNER INC (IT) director William O. Grabe reported receiving 672 shares of common stock on September 11, 2026 as a bona fide gift, representing an annual annuity payment from a 2024 grantor retained annuity trust to him. Following this transaction, he directly holds 1,896 shares, with additional indirect holdings through a 2025 grantor retained annuity trust and several family trusts.
Positive
- None.
Negative
- None.
Insider Trade Summary
672 shares gifted
Gift
5 txns
Insider
GRABE WILLIAM O
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 672 | $0.00 | $0.00 |
| holding | Common Stock F2 | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 1,896 shares (Direct);
Common Stock — 47,900 shares (Indirect, 2025 GRAT);
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)
Footnotes (2)
- F1. 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.
- F2. 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.
Key Figures
Shares received as annuity payment: 672 shares
Direct holdings after transaction: 1,896 shares
Indirect holdings in 2025 GRAT: 47,900 shares
+4 more
7 metrics
Shares received as annuity payment
672 shares
Annual annuity payment from 2024 GRAT on September 11, 2026
Direct holdings after transaction
1,896 shares
Gartner common stock held directly by William O. Grabe after September 11, 2026
Indirect holdings in 2025 GRAT
47,900 shares
Held in a grantor retained annuity trust created on August 22, 2025
Indirect holdings in Family Trust 1
235 shares
Gartner common stock held indirectly in Family Trust 1
Indirect holdings in Family Trust 2
235 shares
Gartner common stock held indirectly in Family Trust 2
Indirect holdings in Family Trust 3
1,410 shares
Gartner common stock held indirectly in Family Trust 3
Gift shares reported
672 shares
Reported as a bona fide gift transaction on Form 4
Key Terms
grantor retained annuity trust, annual annuity payment, bona fide gift, independent trustee
4 terms
grantor retained annuity trust financial
"established a grantor retained annuity trust with an independent trustee"
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
"The reported shares represent an annual annuity payment from the 2024 GRAT"
bona fide gift regulatory
"The transaction is coded as a bona fide gift of common stock"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
independent trustee financial
"grantor retained annuity trust with an independent trustee"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transaction did Gartner (IT) report for William O. Grabe?
William O. Grabe reported receiving 672 shares of Gartner common stock on September 11, 2026. The shares were received as a bona fide gift in the form of an annuity payment from a 2024 grantor retained annuity trust established for his benefit.
What indirect Gartner (IT) holdings does William O. Grabe report on this Form 4?
He reports indirect ownership of 47,900 shares held in a 2025 grantor retained annuity trust, plus 235 shares in each of Family Trust 1 and Family Trust 2, and 1,410 shares in Family Trust 3.
Was the Gartner (IT) insider transaction made under a Rule 10b5-1 trading plan?
No. The filing indicates no Rule 10b5-1 trading plan applies to this transaction, and the footnotes describe it as an annuity payment from a grantor retained annuity trust rather than a sale under a pre-arranged trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
