Form 4: Gartner Director Anne Sutherland Fuchs Trades Shares

Gartner Inc. director Anne Sutherland Fuchs reported transactions involving common stock and common stock equivalents on April 1, 2026.

Summary

• Anne Sutherland Fuchs, a director at Gartner Inc., engaged in stock transactions on April 1, 2026.
• She received 87 shares of common stock and 87 Common Stock Equivalents (CSEs) as compensation for her role as an outside director.
• Fuchs also elected to receive an immediate distribution of 87 CSE shares.
• Additionally, 4,644 Gartner shares 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.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily detailing routine director compensation and trust-related share movements rather than significant strategic shifts or financial performance indicators.

Positives

• Director compensation received in the form of common stock and CSEs indicates ongoing engagement and alignment with the company.
• The establishment of a GRAT suggests potential long-term wealth planning by the director.

Negatives

• The filing details the disposition of securities, which can sometimes be interpreted negatively by the market if not accompanied by clear strategic rationale.

Risks

• The conversion of CSEs into common stock is contingent upon the director's continuous service, introducing a risk of forfeiture if service terminates.
• The nature of the GRAT means that the ultimate beneficiaries and control of the shares are subject to the trust's terms.

Future Outlook

The filing does not contain explicit forward-looking statements or guidance. However, the conversion of CSEs is tied to future service, and the GRAT's terms will dictate future distributions.

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."
• "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 insider transactions. The nature of these transactions, involving director compensation and trust arrangements, is typical within the technology services sector where Gartner operates.

Related Party Transactions

• The transfer of 4,644 Gartner shares to a GRAT for the benefit of the reporting person and her children, where the reporting person is the Trustee, represents a related party transaction.

Stakeholder Impact

• Shareholders: The transactions themselves do not inherently impact shareholders, but market perception of insider activity can influence share price.
• Employees: No direct impact mentioned.
• Customers: No direct impact mentioned.
• Suppliers: No direct impact mentioned.
• Creditors: No direct impact mentioned.

Next Steps

• Conversion of CSEs into Gartner common stock upon termination of director's continuous service or as otherwise provided in the LTIP.
• Distribution of assets from the 2024 GRAT according to its terms.

Key Dates

Keywords

Gartner Inc., Form 4, Insider Trading, Stock Transaction, Director Compensation, Common Stock, Common Stock Equivalents, Grantor Retained Annuity Trust, Anne Sutherland Fuchs