Form 4 for IT Gartner
Accepted 2022-01-05 00:00:00 ET · period of report 2022-01-03 · accession 0001127602-22-000974 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DI | 2022-01-05 | 2021-12-13 | IT | GRABE WILLIAM O | Dir | G - Gift | $0.00 | -6,858 | 0 | -100% | $0 |
| D | 2022-01-05 | 2021-12-13 | IT | GRABE WILLIAM O | Dir | G - Gift | $0.00 | +18.2K | 36.2K | +101% | $0 |
| D | 2022-01-05 | 2022-01-03 | IT | GRABE WILLIAM O | Dir | J - Other | $0.00 | +60 | 36.2K | +0.2% | $0 |
| D | 2022-01-05 | 2022-01-03 | IT | GRABE WILLIAM O | Dir | J - Other | $0.00 | -60 | 47.2K | -0.1% | $0 |
| D | 2022-01-05 | 2022-01-03 | IT | GRABE WILLIAM O | Dir | A - Grant | $321.96 | +60 | 47.3K | +0.1% | +$19.3K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-12-13 | G | D | 6,858 | $0.00 | 0 | I 2018 GRAT | — | — | (F1) These shares were held in a grantor retained annuity trust created on November 14, 2018 when the reporting person transferred 31,526 Gartner shares to the trust (the "2018 GRAT"). These shares were held in trust for the benefit of the reporting person and his children. On November 15, 2019, 8,471 shares were distributed from the 2018 GRAT to the reporting person, and on November 16, 2020, 10,149 shares were distributed from the 2018 GRAT to the reporting person. Upon termination of the 2018 GRAT on December 13, 2021, 6,048 shares were distributed to the reporting person and the remaining 6,858 shares were transferred from the 2018 GRAT to the reporting person's children. The reporting person is the Trustee of the 2018 GRAT. |
| 2 | Common | Common Stock | 2021-12-13 | G | A | 18,154 | $0.00 | 36,172 | D | — | — | |
| 3 | Common | Common Stock | 2022-01-03 | J | A | 60 | $0.00 | 36,232 | D | — | — | |
| 4 | Derivative | Common Stock Equivalents (CSE) | 2022-01-03 | J | D | 60 | $0.00 | 47,197 | D | $0.00 · — to — | 60 Common Stock | (F5) These are Common Stock Equivalents ("CSE") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan ("2014 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 2014 LTIP. |
| 5 | Derivative | Common Stock Equivalents (CSE) | 2022-01-03 | A | A | 60 | $321.96 | 47,257 | D | $0.00 · — to — | 60 Common Stock | (F5) These are Common Stock Equivalents ("CSE") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan ("2014 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 2014 LTIP. |