Form 4: Gartner Director Eileen Serra Reports Stock Acquisition

Sentiment:

Statement of Changes in Beneficial Ownership


Eileen Serra, a Director at Gartner Inc., reported the acquisition of Common Stock Equivalents (CSEs) valued at $133.76 per share, totaling 215 units, on July 1, 2026.

Summary

  • Eileen Serra, a Director at Gartner Inc., acquired 215 Common Stock Equivalents (CSEs) on July 1, 2026.
  • These CSEs were received as compensation for her service as an outside director under the Gartner, Inc. Long-Term Incentive Plan (LTIP).
  • The CSEs are convertible into Gartner common stock upon termination of her director status or as otherwise stipulated by the LTIP.
  • Following this transaction, Serra beneficially owns 3,362 shares of Gartner common stock directly.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it represents routine compensation for a director and does not indicate significant new financial performance or strategic shifts.

Positives

  • Director Eileen Serra received compensation in the form of stock equivalents for her services.
  • The acquisition of CSEs indicates continued engagement and compensation for directorial duties.

Risks

  • The value of the CSEs is tied to the future performance of Gartner's common stock, which could fluctuate.
  • Conversion of CSEs into common stock is contingent upon continued service as a director or other LTIP provisions.

Future Outlook

The Common Stock Equivalents (CSEs) are convertible into Gartner common stock upon the termination of the outside director's continuous status as a director, or as otherwise provided in the LTIP.

Industry Context

StockSavvy.ai notes that the reporting of Common Stock Equivalents (CSEs) as compensation for directors is a common practice in the technology and IT services industry, aligning with long-term incentive plans designed to retain and motivate key personnel.

Stakeholder Impact

  • Shareholders: The transaction reflects standard director compensation practices and does not immediately impact share count or dilution, but future conversion of CSEs could.

Next Steps

  • Eileen Serra's CSEs will convert to Gartner common stock upon termination of her director status or as per LTIP terms.

Key Dates

DateDescription
07/01/2026Earliest transaction date and date of CSE acquisition.
07/06/2026Date of signature for the filing.

Keywords

Gartner Inc, Eileen Serra, Form 4, SEC Filing, Director Compensation, Stock Equivalents, LTIP, Beneficial Ownership

Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.