Form 4: Gartner Director Anne S. Fuchs Reports Stock Transactions

Gartner Inc. director Anne Sutherland Fuchs has reported transactions involving common stock and common stock equivalents, including shares held in a grantor retained annuity trust.

Summary

• Anne Sutherland Fuchs, a director at Gartner Inc., has filed a Form 4 detailing transactions related to her beneficial ownership of the company's stock.
• On July 1, 2026, Fuchs acquired 100 shares of common stock, with the transaction code indicating a distribution.
• Following this transaction, Fuchs directly beneficially owns 8,957 shares of common stock.
• Additionally, 4,644 shares of common stock are held indirectly in a 2024 Grantor Retained Annuity Trust (GRAT) established on June 4, 2024, for the benefit of Fuchs and her children, with Fuchs serving as Trustee.
• The filing also reports the acquisition of 100 Common Stock Equivalents (CSEs) on July 1, 2026, received as compensation for her role as an outside director under the Gartner, Inc. Long-Term Incentive Plan (LTIP).
• These CSEs are convertible into Gartner common stock upon termination of her continuous service as a director or as otherwise stipulated by the LTIP.
• Fuchs directly beneficially owns 29,677 shares of common stock related to derivative securities.
• A prior transaction on July 1, 2026, involved the acquisition of 100 CSEs, with 100 shares of common stock held indirectly.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily details routine compensation and trust-related stock holdings for a director, without indicating significant positive or negative company performance or strategic shifts.

Positives

• Director Anne Sutherland Fuchs continues to hold a significant stake in Gartner Inc., with direct beneficial ownership of 8,957 shares of common stock.
• The acquisition of 100 shares of common stock on July 1, 2026, indicates continued investment or compensation in the company's equity.
• The 2024 GRAT holding of 4,644 shares demonstrates a long-term wealth planning strategy involving Gartner stock.
• Receipt of 100 Common Stock Equivalents (CSEs) as compensation for director services aligns executive and director interests with shareholder value.

Negatives

• The filing does not disclose any negative financial performance or operational issues for Gartner Inc.

Risks

• The value of the 4,644 shares held in the 2024 GRAT is subject to market fluctuations and the terms of the trust.
• The Common Stock Equivalents (CSEs) are subject to forfeiture or conversion based on continued service as a director and the terms of the LTIP.
• Potential for future sales of common stock by the reporting person, which could impact share price if executed in large volumes.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from Gartner Inc. regarding future financial performance. However, the reporting of Common Stock Equivalents (CSEs) implies a future potential conversion into common stock based on continued service.

Management Comments

• "This reporting person has elected to receive an immediate distribution of the CSE shares."
• "These shares are held in a grantor retained annuity trust created on June 4, 2024 when the reporting person transferred 4,644 Gartner shares to the trust (the '2024 GRAT'). These shares are held in trust for the benefit of the reporting person and her children. The reporting person is the Trustee of the 2024 GRAT."
• "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."

Industry Context

StockSavvy.ai notes that Form 4 filings are standard disclosures for corporate insiders and directors, providing transparency on stock transactions. This filing indicates ongoing compensation and potential equity participation for Gartner's directors, a common practice in the technology and IT services sector.

Related Party Transactions

• The 2024 GRAT represents a transaction where Gartner shares were transferred into a trust for the benefit of the reporting person and her children, with the reporting person acting as Trustee.

Stakeholder Impact

• Shareholders: Increased transparency into director's equity holdings and compensation, reinforcing alignment of interests.
• Employees: Indirect impact through director compensation structures that may influence overall compensation philosophy.
• Management: Reinforces corporate governance standards regarding insider reporting.
• Creditors: No direct impact from this filing.

Next Steps

• Potential conversion of Common Stock Equivalents (CSEs) into Gartner common stock upon termination of director service.
• Future distributions or management of shares held within the 2024 GRAT.
• Continued reporting of any future transactions by Anne Sutherland Fuchs on subsequent Form 4 filings.

Key Dates

Keywords

Gartner Inc., Form 4, Anne Sutherland Fuchs, Director, Common Stock, Beneficial Ownership, Common Stock Equivalents, CSE, Long-Term Incentive Plan, LTIP, Grantor Retained Annuity Trust, GRAT, Insider Trading, SEC Filing