Wartinbee William James III 4
Research Summary
AI-generated summary
Gartner (IT) EVP William Wartinbee Receives RSUs; Tax Withholding
What Happened
- William James Wartinbee III, EVP, Global Sales & Service Operations at Gartner, had RSUs vest in early February 2026. A total of 820 shares were released to him (346 shares on Feb 6, 2026 and 474 shares on Feb 8, 2026) at no cash exercise price (RSUs convert one-for-one). To satisfy withholding obligations, 303 of those shares were surrendered/withheld (129 on Feb 6 and 174 on Feb 8) at an indicated per-share value of $156.33, totaling $47,368 withheld.
- This is not an open‑market purchase or sale by the insider — it is the release/settlement of previously granted RSUs, with some shares withheld to cover taxes.
Key Details
- Transaction dates and prices:
- Feb 6, 2026: 346 RSU shares released (acquired at $0); 129 shares withheld for taxes at $156.33 each = $20,167.
- Feb 8, 2026: 474 RSU shares released (acquired at $0); 174 shares withheld for taxes at $156.33 each = $27,201.
- Net effect: 820 shares vested, 303 shares withheld; net increase to holdings = 517 shares.
- Footnotes:
- F1: 346 shares = 2026 installment of performance-based RSUs awarded Feb 6, 2025 (vest in 4 equal annual installments beginning Feb 6, 2026).
- F3: 474 shares = 2026 installment of time-based RSUs awarded Feb 8, 2025 (vest in 4 equal annual installments beginning Feb 8, 2025).
- F2: 303 shares were withheld to cover income/payroll taxes.
- Filing: Form shows transactions dated Feb 6 and Feb 8, 2026 and was filed with accession date Feb 10, 2026. (Check the filing for any timeliness flags.)
Context
- These entries reflect vesting and conversion of RSUs into common stock (derivative conversion), not an open-market buy or discretionary sale. The withholding of shares to pay taxes is standard practice and is recorded as a disposition (code F) even though it’s a tax payment, not a market sale.
- For retail investors, RSU vesting is routine compensation; it increases insider share count when not all vested shares are withheld. This filing shows a net increase of 517 shares for the insider.