Form 4: Gartner Director Anne Sutherland Fuchs Reports Share Transactions

Sentiment:

SEC Form 4 Filing


Director Anne Sutherland Fuchs reported acquiring and disposing of Gartner Inc. common stock and common stock equivalents on January 2, 2025.

Summary

  • Anne Sutherland Fuchs, a director at Gartner Inc., reported several transactions involving the company's stock on January 2, 2025.
  • She acquired 32 common stock equivalents (CSEs) as compensation for her service as an outside director.
  • These CSEs convert into Gartner common stock upon termination of her directorship or as specified in the Long-Term Incentive Plan (LTIP).
  • She also received an immediate distribution of 32 CSE shares.
  • Additionally, she disposed of 32 CSEs.
  • Fuchs also holds 4,644 shares indirectly through a 2024 Grantor Retained Annuity Trust (GRAT).
  • The GRAT was created on June 4, 2024, when she transferred 4,644 Gartner shares into the trust.

Sentiment

Score: 7

Explanation: The document reflects standard transactions related to director compensation and trust management, which is neutral to slightly positive as it indicates ongoing director engagement.

Industry Context

This filing is a routine disclosure of stock transactions by a company director, which is common practice for publicly traded companies like Gartner.

Comparison to Industry Standards

  • The reporting of stock transactions by directors is a standard practice across publicly listed companies.
  • Similar filings are made by directors of companies like Accenture, IBM, and Oracle, which are Gartner's competitors in the IT research and consulting space.
  • The use of stock-based compensation and GRATs is also a common practice for executive and director compensation in the technology industry.

Stakeholder Impact

  • The transactions have a minimal impact on shareholders as they are part of standard director compensation and trust management.

Key Dates

DateDescription
06/04/2024Date the 2024 Grantor Retained Annuity Trust (GRAT) was created and 4,644 Gartner shares were transferred into it.
01/02/2025Date of the reported stock and CSE transactions.
01/06/2025Date the form was signed.

Keywords

Gartner, Director, Stock Transactions, Common Stock Equivalents, CSE, GRAT, Long-Term Incentive Plan, LTIP, Beneficial Ownership

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