GRABE WILLIAM O 4

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.