Form 4: Gartner Director Anne S. Fuchs Reports Stock Transactions
Statement of Changes in Beneficial Ownership
Gartner Director Anne Sutherland Fuchs reported transactions involving common stock and restricted stock units, including shares held in a grantor retained annuity trust.
Summary
- Anne Sutherland Fuchs, a Director at Gartner Inc., reported several transactions related to her beneficial ownership of the company's stock.
- These transactions include the acquisition of 551 shares of common stock on May 29, 2026, and the vesting of 1,489 Restricted Stock Units (RSUs) on May 28, 2026.
- Additionally, 551 RSUs vested on May 29, 2026.
- The filing also details that 4,644 shares of common stock were transferred to a grantor retained annuity trust (GRAT) on June 4, 2024, for the benefit of Fuchs and her children, with Fuchs serving as Trustee.
- The RSUs granted on May 28, 2026, are scheduled to vest 100% on May 28, 2027, contingent on continued service as a director.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports routine stock transactions and vesting of equity awards by a director, without indicating significant positive or negative shifts in the company's performance or the director's outlook.
Positives
- Director Fuchs acquired additional shares of Gartner common stock.
- Restricted Stock Units totaling 1,489 and 551 vested, indicating continued equity awards and vesting.
- The establishment of a GRAT on June 4, 2024, suggests long-term wealth planning by the director.
Risks
- The vesting of RSUs is contingent on continued service as a director, implying a risk of forfeiture if service is terminated before the vesting date.
- Shares transferred to the GRAT are held in trust, which may have implications for immediate liquidity or control for the reporting person.
Future Outlook
The filing indicates that 100% of the RSUs granted on May 28, 2026, are set to vest on May 28, 2027, provided the director continues her service.
Industry Context
StockSavvy.ai notes that Form 4 filings are standard disclosures for insider transactions, providing transparency into the holdings and trading activities of company directors and officers. This filing by a Gartner director is typical for individuals in such roles.
Related Party Transactions
- Transfer of 4,644 Gartner shares to a GRAT for the benefit of the reporting person and her children, with the reporting person acting as Trustee.
Stakeholder Impact
- Shareholders gain insight into insider stock activity, which can inform their investment decisions.
- Employees may observe director compensation and equity award practices.
- The reporting person's personal financial planning is reflected through the GRAT and RSU transactions.
Next Steps
- Vesting of remaining RSUs on May 28, 2027, subject to continued service.
Key Dates
| Date | Description |
|---|---|
| 06/04/2024 | Date of transfer of 4,644 Gartner shares to the 2024 GRAT. |
| 05/28/2026 | Date of earliest transaction reported; also the vesting date for 1,489 RSUs and the grant date for RSUs vesting on May 28, 2027. |
| 05/29/2026 | Date of acquisition of 551 shares of common stock and vesting of 551 RSUs. |
| 06/01/2026 | Date of signature on the Form 4 filing. |
Keywords
Gartner Inc, Form 4, Insider Trading, Stock Transaction, Anne Sutherland Fuchs, Director, Restricted Stock Units, GRAT, Beneficial Ownership
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