Herkes Claire 4
Research Summary
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Gartner (IT) EVP Claire Herkes Receives RSUs; Taxes Withheld
What Happened Claire Herkes, EVP of Conferences at Gartner, had restricted stock units (RSUs) vest on February 9, 2026. A total of 1,868 shares were released (976 + 892). To cover income and payroll tax withholding, 586 shares were withheld (306 + 280) at $159.75 per share, totaling $93,614. The RSU conversions are reported as derivative exercises (code M) with the withholding reported as disposals for tax payment (code F).
Key Details
- Transaction date: February 9, 2026; Form 4 filed February 11, 2026 (appears timely).
- Shares received: 1,868 shares from two RSU installments (976 and 892).
- Shares withheld/disposed to cover taxes: 586 shares at $159.75 each, proceeds $48,884 and $44,730 (total $93,614).
- Footnotes: F1/F3 — these shares are RSU installments (vesting schedules began Feb 9, 2023 and Feb 9, 2024; this is the 2026 installment). F2 — shares were withheld for income/payroll tax withholding.
- Shares owned after the transaction: not specified in the provided excerpt.
Context This was a routine RSU vesting event with net share withholding to satisfy tax obligations (a common non-discretionary transaction), not an open-market sale or purchase. The filing shows conversion of derivative awards into common stock and the net settlement for taxes; such withholding does not necessarily indicate the insider’s view of the company’s stock.