GRABE WILLIAM O 4
4 · GARTNER INC · Filed Mar 13, 2026
Research Summary
AI-generated summary of this filing
Gartner Director William Grabe Transfers Shares, Gifts 1,880
What Happened
- William O. Grabe, a director of Gartner Inc., reported non-market transfers on 2026-03-11. He moved 2,100 shares between a 2025 grantor retained annuity trust (GRAT) and his personal holdings in a transaction described as a change in form of ownership valued at $160.01 per share (total $336,021). Separately, he transferred (gifted) a total of 1,880 shares to family trusts (three family trusts referenced in the filing). The GRAT transfer was treated as an exempt change in form under Rule 16a-13; the gifts are non-market dispositions and do not necessarily signal sentiment.
Key Details
- Transaction date: March 11, 2026.
- GRAT transfer: 2,100 shares at $160.01 each — $336,021 (reported as both a disposition from the GRAT and an acquisition by Grabe; characterized as a change in form).
- Gifts: total 1,880 shares (235 + 235 + 1,410) reported as transfers to family trusts; reported price $0.00 (gifts).
- Shares owned after transaction: not specified in the filing.
- Notable footnotes: (F1) transfer between Grabe and the 2025 GRAT pursuant to power of substitution and treated as a change in form (Rule 16a-13); (F2) the 2025 GRAT was funded Aug 22, 2025 with 50,000 shares and is for Grabe and his children (he is trustee); (F3–F5) transfers to Family Trusts 1–3, and Grabe disclaims beneficial ownership of those trust-held shares except to the extent of any pecuniary interest.
- Filing timeliness: filing date Mar 13, 2026 for Mar 11 transactions — timely (no late-filing flag).
Context
- The 2,100-share movement was a form change between entities (GRAT and personal) and was exempted from treatment as a market purchase/sale. Gifts to family trusts are transfers for estate/planning purposes and are not market sales; they generally do not convey a buy/sell signal.
Insider Transaction Report
Form 4
GRABE WILLIAM O
Director
Transactions
- Other
Common Stock
[F1][F2]2026-03-11$160.01/sh−2,100$336,021→ 47,900 total(indirect: 2025 GRAT) - Other
Common Stock
[F1]2026-03-11$160.01/sh+2,100$336,021→ 2,214 total - Gift
Common Stock
[F3]2026-03-11−235→ 1,979 total - Gift
Common Stock
[F3]2026-03-11+235→ 235 total(indirect: By Trust) - Gift
Common Stock
[F4]2026-03-11−235→ 1,744 total - Gift
Common Stock
[F4]2026-03-11+235→ 235 total(indirect: By Trust) - Gift
Common Stock
[F5]2026-03-11−1,410→ 334 total - Gift
Common Stock
[F5]2026-03-11+1,410→ 1,410 total(indirect: By Trust)
Footnotes (5)
- [F1]Pursuant to a power of substitution, the reporting person, who is the trustee of the 2025 GRAT (see footnote 2 below for more information about the 2025 GRAT), transferred the shares from the 2025 GRAT to himself in exchange for a contribution of $336,021 by the reporting person to the 2025 GRAT. The transfer resulted in a decrease in the number of shares the reporting person beneficially owns indirectly through the 2025 GRAT and a corresponding increase in the number of shares the reporting person beneficially owns directly. The reporting person believes that this transfer of shares from the 2025 GRAT constitutes a change in form of beneficial ownership of the shares, exempted by Rule 16a-13 under the Securities Exchange Act of 1934.
- [F2]These shares are held in a grantor retained annuity trust created on August 22, 2025 when the reporting person transferred 50,000 Gartner shares to the trust (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.
- [F3]The reporting person transferred the shares to a family trust, Family Trust 1 ("Family Trust 1"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 1 except to the extent, if any, of his pecuniary interest therein.
- [F4]The reporting person transferred the shares to a family trust, Family Trust 2 ("Family Trust 2"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 2 except to the extent, if any, of his pecuniary interest therein.
- [F5]The reporting person transferred the shares to a family trust, Family Trust 3 ("Family Trust 3"). The reporting person disclaims beneficial ownership of the shares held by Family Trust 3 except to the extent, if any, of his pecuniary interest therein.
Signature
/s/ Kevin Tang for William O. Grabe|2026-03-13