Form 4: Eileen Serra Reports Gartner Stock Transactions

Eileen Serra, a Director at Gartner Inc., has reported transactions involving Common Stock Equivalents (CSEs) received as director compensation.

Summary

• Eileen Serra, a Director of Gartner Inc., filed a Form 4 reporting transactions related to her beneficial ownership of the company's securities.
• The filing details the acquisition of 186 Common Stock Equivalents (CSEs) on April 1, 2026, which were received as compensation for her services as an outside director.
• These CSEs are part of the Gartner, Inc. Long-Term Incentive Plan (LTIP) and convert into Gartner common stock upon termination of her director status or as otherwise stipulated by the LTIP.
• Following these transactions, Serra beneficially owns 3,147 shares of common stock, held directly.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports routine director compensation transactions and does not contain new financial performance data or strategic shifts.

Positives

• Director compensation is being provided through equity, aligning director interests with shareholders.
• The reporting person has a direct ownership stake in the company, indicating commitment.

Negatives

• The filing does not provide specific financial performance data for Gartner Inc.

Risks

• The CSEs are subject to conversion conditions, meaning the actual common stock ownership is contingent on continued service and plan terms.
• Potential for dilution if a large number of CSEs are converted across all directors.

Future Outlook

The Common Stock Equivalents (CSEs) are convertible into Gartner common stock upon termination of the director's continuous status as a director or as otherwise provided in the LTIP.

Industry Context

StockSavvy.ai notes that the use of Common Stock Equivalents (CSEs) as director compensation is a common practice in the technology and IT services industry, aiming to align executive and director interests with long-term shareholder value.

Related Party Transactions

• Acquisition of Common Stock Equivalents by Eileen Serra, a Director, as compensation for services rendered.

Stakeholder Impact

• Shareholders: Potential for slight dilution upon conversion of CSEs, but also alignment of director interests with shareholder value.
• Employees: No direct impact indicated.
• Creditors: No direct impact indicated.

Next Steps

• Eileen Serra's CSEs will convert to common stock upon her termination as a director or as per LTIP terms.
• Continued monitoring of Serra's beneficial ownership as CSEs convert.

Key Dates

Keywords

Form 4, Gartner Inc., Eileen Serra, Director Compensation, Common Stock Equivalents, LTIP, Beneficial Ownership, SEC Filing