GARTNER INC·4

Apr 3, 4:39 PM ET

GRABE WILLIAM O 4

4 · GARTNER INC · Filed Apr 3, 2026

Research Summary

AI-generated summary of this filing

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Gartner (IT) Director William O. Grabe Receives 157-Share Award

What Happened

  • William O. Grabe, a Gartner, Inc. (IT) outside director, was granted 157 Common Stock Equivalents (CSEs) under the Gartner Long‑Term Incentive Plan on 2026-04-01. The grant is reported at $154.79 per share, with a total grant value of approximately $24,302.
  • The filing shows related bookkeeping entries (code J) reflecting a $0.00 acquisition and a $0.00 disposition for the same 157 shares; footnotes explain he elected to receive an immediate distribution of the CSEs and the shares are associated with a grantor retained annuity trust (the "2025 GRAT") of which he is trustee.

Key Details

  • Transaction date: 2026-04-01; Form 4 filed: 2026-04-03 (timely reporting).
  • Grant: 157 CSEs at $154.79 each — total reported value ≈ $24,302 (transaction code A — award/grant).
  • Additional entries: two code J entries at $0.00 reflecting distribution/recordkeeping of those shares.
  • Post-transaction beneficial ownership: not specified in the provided excerpt.
  • Footnotes: F1 — elected immediate distribution of CSEs; F2 — these shares are held in the 2025 GRAT for his and his children’s benefit; F3 — CSEs are director compensation under the LTIP and convert to common stock per LTIP terms.

Context

  • These were director compensation CSEs, not an open‑market purchase or sale; grants and distributions to directors are common and do not necessarily signal a buy/sell decision.
  • CSEs are derivative awards that convert into common stock per plan rules (often on termination or as otherwise provided); here the reporting person elected immediate distribution, which is reflected in the filing.

Insider Transaction Report

Form 4
Period: 2026-04-01
Transactions
  • Other

    Common Stock

    [F1]
    2026-04-01+157491 total
  • Award

    Common Stock Equivalents (CSE)

    [F3]
    2026-04-01$154.79/sh+157$24,30247,354 total
    Exercise: $0.00Common Stock (157 underlying)
  • Other

    Common Stock Equivalents (CSE)

    [F1][F3]
    2026-04-0115747,197 total
    Exercise: $0.00Common Stock (157 underlying)
Holdings
  • Common Stock

    [F2]
    (indirect: 2025 GRAT)
    47,900
  • Common Stock

    (indirect: By Trust)
    235
  • Common Stock

    (indirect: By Trust)
    235
  • Common Stock

    (indirect: By Trust)
    1,410
Footnotes (3)
  • [F1]This reporting person has elected to receive an immediate distribution of the CSE shares.
  • [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]These are Common Stock Equivalents ("CSEs") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Gartner, Inc. Long-Term Incentive Plan ("LTIP"). The CSEs convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the LTIP.
Signature
/s/ Kevin Tang for William O. Grabe|2026-04-03

Documents

1 file
  • 4
    form4.xmlPrimary

    PRIMARY DOCUMENT