Form 4: Gartner Director Edward Bousa Reports Stock Acquisition
Statement of Changes in Beneficial Ownership
Edward Peter Bousa, a Director at Gartner Inc., reported the acquisition of 117 Common Stock Equivalents on April 1, 2026, under the company's Long-Term Incentive Plan.
Summary
- Edward Peter Bousa, a Director of Gartner Inc., has filed a Form 4 statement detailing a transaction on April 1, 2026.
- The transaction involved the acquisition of 117 Common Stock Equivalents (CSEs).
- These CSEs were received as compensation for Mr. Bousa's service as an outside director.
- The CSEs are part of the Gartner, Inc. Long-Term Incentive Plan (LTIP).
- The CSEs will convert into Gartner common stock upon termination of Mr. Bousa's continuous status as a director, or as otherwise stipulated by the LTIP.
- The reported value associated with these CSEs is $154.79 per share.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, as it represents routine director compensation and does not indicate significant new financial performance or strategic shifts.
Positives
- Director compensation aligns with long-term incentive plans, suggesting a focus on retaining experienced leadership.
- The acquisition of CSEs indicates continued commitment and participation in the company's equity structure by a director.
Negatives
- The filing does not disclose any negative financial or operational information.
Risks
- The value of the CSEs is subject to market fluctuations until conversion into common stock.
- Potential for forfeiture of CSEs if director status is not maintained as per LTIP terms.
Future Outlook
The Common Stock Equivalents are convertible into Gartner common stock upon termination of the director's service or as otherwise provided by the Long-Term Incentive Plan, indicating a future potential increase in outstanding shares.
Management Comments
- "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 the use of Common Stock Equivalents as director compensation is a common practice in the technology and IT services sector, aligning director interests with shareholder value over the long term.
Stakeholder Impact
- Shareholders: Potential dilution upon conversion of CSEs, but also alignment of director interests with long-term shareholder value.
- Employees: Indirect impact through the company's ability to attract and retain qualified directors.
- Management: Reinforces the company's compensation strategy for its board members.
Next Steps
- Conversion of Common Stock Equivalents into Gartner common stock upon termination of director's service or as per LTIP terms.
Key Dates
| Date | Description |
|---|---|
| 04/01/2026 | Earliest transaction date and date of CSE acquisition. |
| 04/03/2026 | Date of signature for the Form 4 filing. |
Keywords
Gartner Inc, IT, Form 4, SEC Filing, Director Compensation, Stock Equivalents, Long-Term Incentive Plan, Beneficial Ownership, Insider Trading
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