Form 4: Gartner Director Eileen Serra Acquires 100 CSEs

Gartner Inc. Director Eileen Serra received 100 Common Stock Equivalents as compensation for her service, increasing her beneficial ownership to 2,848 CSEs.

Summary

• Eileen Serra, a Director of Gartner Inc. (IT), acquired 100 Common Stock Equivalents (CSEs) on October 1, 2025.
• These CSEs were granted as compensation for her service as an outside director under the Gartner, Inc. Long-Term Incentive Plan (LTIP).
• The CSEs convert into Gartner common stock upon the termination of the outside director's continuous status as a director, or as otherwise specified in the LTIP.
• Following this transaction, Eileen Serra beneficially owns 2,848 derivative securities (CSEs).
• The derivative security price was reported as $251.

Sentiment

Score: 7

Explanation: The filing indicates a routine, positive event of director compensation aligning interests with shareholders, with no negative operational or financial implications for the company.

Positives

• The acquisition of Common Stock Equivalents aligns the director's interests with those of shareholders, as the value of her compensation is tied to the company's stock performance.
• The grant is part of a structured Long-Term Incentive Plan, indicating a standard approach to executive and director compensation.

Future Outlook

The Common Stock Equivalents will convert into Gartner common stock on the date the outside director's continuous status as a director terminates, or as otherwise provided in the Long-Term Incentive Plan.

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

The grant of equity-based compensation, such as Common Stock Equivalents, to outside directors is a common practice across publicly traded companies. It serves to align the interests of the board members with those of the shareholders, encouraging long-term value creation.

Comparison to Industry Standards

• The use of Common Stock Equivalents (CSEs) as compensation for outside directors is a standard practice in corporate governance, comparable to restricted stock units (RSUs) or stock options offered by many S&P 500 companies.
• Companies like Microsoft (MSFT) and Apple (AAPL) also utilize equity grants as a significant component of their non-employee director compensation packages to foster long-term alignment.

Corporate Governance

Related Party Transactions

• The acquisition of Common Stock Equivalents by Director Eileen Serra as compensation for her service constitutes a related party transaction, which is standard practice for director remuneration.

Stakeholder Impact

• Shareholders: Increased alignment of director's financial interests with long-term shareholder value.
• Employees: No direct impact mentioned.

Next Steps

• The Common Stock Equivalents will convert to Gartner common stock upon the termination of Eileen Serra's continuous status as a director, or as per the LTIP terms.

Key Dates

Recommendation

This Form 4 reports a routine grant of equity compensation to a director, which is a standard practice to align director interests with shareholders. It does not contain information that would fundamentally alter the investment thesis for Gartner Inc. or warrant a change in investment recommendation based solely on this filing.

Keywords

Gartner, IT, Form 4, Insider Transaction, Director Compensation, Equity Compensation, Common Stock Equivalents, LTIP