Form 4: Gartner Director Anne Sutherland Fuchs Reports Changes in Beneficial Ownership

Sentiment:

SEC Form 4 Filing


Anne Sutherland Fuchs, a director at Gartner Inc., reports transactions involving common stock and common stock equivalents, including acquisitions and holdings in a grantor retained annuity trust.

Summary

  • On April 1, 2025, Anne Sutherland Fuchs, a director of Gartner Inc., reported changes in her beneficial ownership of the company's securities.
  • She acquired 37 shares of common stock at $0 and received 37 Common Stock Equivalents (CSEs) as compensation for her service as an outside director.
  • These CSEs were granted under Gartner's Long-Term Incentive Plan (LTIP) and will convert into common stock upon termination of her directorship.
  • Fuchs also holds 4,644 shares of Gartner stock in a grantor retained annuity trust (2024 GRAT) established on June 4, 2024.
  • Following these transactions, Fuchs directly owns 8,159 shares of common stock and indirectly owns 4,644 shares through the 2024 GRAT, as well as 29,614 CSEs directly and 29,577 CSEs indirectly.

Sentiment

Score: 6

Explanation: The sentiment is neutral. It's a routine disclosure of insider transactions. The acquisition of shares and CSEs could be seen as a slightly positive sign, but it's not a major event.

Positives

  • The acquisition of shares and CSEs by a director could be seen as a positive signal, indicating confidence in the company's future performance.

Future Outlook

The document does not contain specific forward-looking statements, but the CSEs will convert into Gartner common stock upon termination of the director's service or as otherwise provided in the LTIP.

Industry Context

This filing is a routine disclosure of insider transactions, which are common in publicly traded companies. Directors often receive stock or equity-based compensation as part of their overall remuneration.

Comparison to Industry Standards

  • Equity compensation for board members is a common practice across the industry.
  • Companies like Accenture, IBM, and McKinsey also use equity-based compensation to align the interests of their directors with those of shareholders.
  • The specific amount and type of equity compensation vary depending on the company's size, performance, and compensation policies.

Stakeholder Impact

  • The transactions may have a minor impact on shareholders, as they reflect changes in insider ownership.
  • The equity-based compensation aligns the director's interests with those of the shareholders.

Key Dates

DateDescription
2024-06-04Date of creation of the 2024 Grantor Retained Annuity Trust (GRAT)
2025-04-01Date of the reported transactions: acquisition of common stock and CSEs
2025-04-03Date of signature of the Form 4 filing

Keywords

Gartner, Director, Beneficial Ownership, Common Stock, CSE, Grat, LTIP, Anne Sutherland Fuchs

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