GARTNER INC·4

Feb 9, 4:52 PM ET

Wartinbee William James III 4

4 · GARTNER INC · Filed Feb 9, 2026

Research Summary

AI-generated summary of this filing

Updated

Gartner EVP William Wartinbee Receives RSU & SAR Awards

What Happened
William J. Wartinbee III, Executive Vice President, Global Sales & Service Operations at Gartner, received equity awards reported on Feb 5, 2026: 1,381 performance-based restricted stock units (RSUs) and 10,133 stock appreciation rights (SARs). Both items are derivative awards recorded at $0.00 per unit (typical for grants); combined they total 11,514 awarded units. These are awards (not open-market purchases or sales) and therefore reflect compensation rather than an immediate cash transaction.

Key Details

  • Transaction date(s): 2026-02-05; Form 4 filed 2026-02-09 (appears timely — within typical 2 business-day window).
  • Awards reported:
    • 1,381 RSUs @ $0.00 (derivative) — performance-based.
    • 10,133 SARs @ $0.00 (derivative).
  • Vesting/exercise notes:
    • RSUs: awarded Feb 6, 2025; vest in four substantially equal annual installments beginning Feb 6, 2026 (footnote F1). The reported RSU count reflects certification of the performance metric.
    • SARs: become exercisable in four substantially equal annual installments beginning Feb 5, 2027 (footnote F2).
  • Shares owned after transaction: not specified in the provided filing excerpt.
  • No tax-withholding or sale-for-tax reported in the excerpt.

Context
RSUs are typically rights to receive shares (or cash) later if vesting conditions are met; SARs pay the appreciation in value (cash or shares) if the stock rises above a strike price when exercised. Because these are compensation awards (A = Award/Grant), they don’t represent a buy or sell signal by the insider at the time of grant — their future value depends on Gartner’s stock performance and the awards’ vesting/exercise schedules.

Insider Transaction Report

Form 4
Period: 2026-02-05
Wartinbee William James III
EVP, Global Sales&Serv Ops
Transactions
  • Award

    Restricted Stock Units

    [F1]
    2026-02-05+1,3811,381 total
    Exercise: $0.00Common Stock (1,381 underlying)
  • Award

    Stock Appreciation Rights

    [F2]
    2026-02-05+10,13310,133 total
    Exercise: $152.03From: 2027-02-05Exp: 2033-02-05Common Stock (10,133 underlying)
Footnotes (2)
  • [F1]These performance-based RSUs were awarded on February 6, 2025 and vest in four substantially equal annual installments, commencing on February 6, 2026. This represents the number of RSUs awarded after the performance metric was certified.
  • [F2]These SARs become exercisable in four substantially equal annual installments, commencing on February 5, 2027.
Signature
/s/ Kevin Tang for William James Wartinbee III|2026-02-09

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT