GRABE WILLIAM O 4
4 · GARTNER INC · Filed Jul 6, 2026
Research Summary
AI-generated summary of this filing
Gartner (IT) Director William Grabe Receives 182-Share CSE Award
What Happened
William O. Grabe, a director of Gartner, Inc. (IT), was granted 182 Common Stock Equivalents (CSEs) on 2026-07-01 under the company’s Long-Term Incentive Plan. The grant is reported at $133.76 per CSE, for a total grant value of $24,344. The filing also shows related zero-dollar acquisition/disposition entries on the same date associated with distribution/transfer mechanics. Grabe elected to receive an immediate distribution of the CSEs; the shares are associated with a grantor retained annuity trust (the “2025 GRAT”) created Aug 22, 2025, of which he is trustee.
Key Details
- Date(s): 2026-07-01 (reported on Form 4 filed 2026-07-06)
- Primary transaction: Award/Grant (code A) — 182 CSEs @ $133.76 each = $24,344 (derivative award)
- Related entries: two “other acquisition/disposition” (code J) for 182 shares each at $0.00 (reflecting distribution/transfer activity)
- Shares owned after transaction: Not specified in the provided filing excerpt
- Footnotes: F1 — elected immediate distribution of the CSEs; F2 — shares held in the 2025 GRAT (benefit to him and his children; he is Trustee); F3 — CSEs are compensation for outside director service and convert into common stock per LTIP terms
- Timeliness: Form 4 filed July 6 for a July 1 transaction (appears later than the usual 2-business-day Form 4 deadline)
Context
Common Stock Equivalents are derivative compensation that typically convert into actual shares upon a trigger (e.g., termination of director service) or as specified by the LTIP. This filing documents a compensation award and transfers associated with trust distribution — not an open-market purchase or sale — so it reflects routine director compensation and estate/holding-structure activity rather than a direct market bet.
Insider Transaction Report
- Other
Common Stock
[F1]2026-07-01+182→ 1,224 total - Award
Common Stock Equivalents (CSE)
[F3]2026-07-01$133.76/sh+182$24,344→ 47,379 totalExercise: $0.00→ Common Stock (182 underlying) - Other
Common Stock Equivalents (CSE)
[F1][F3]2026-07-01−182→ 47,197 totalExercise: $0.00→ Common Stock (182 underlying)
- 47,900(indirect: 2025 GRAT)
Common Stock
[F2] - 235(indirect: By Trust)
Common Stock
- 235(indirect: By Trust)
Common Stock
- 1,410(indirect: By Trust)
Common Stock
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 (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.