Form 4: Gartner Director Gifts Shares, Updates Trust Holdings
Insider Transaction Report
Gartner Director William O. Grabe reported gifting 4,131 shares and updated his indirect beneficial ownership through a grantor retained annuity trust.
Summary
- William O. Grabe, a Director of Gartner Inc. (IT), reported changes in his beneficial ownership of common stock.
- On December 11, 2025, Mr. Grabe gifted 4,131 shares of Gartner common stock to a private foundation.
- Following this transaction, Mr. Grabe directly owns 5 shares of Gartner common stock.
- Mr. Grabe also indirectly owns 50,000 shares through a 2025 Grantor Retained Annuity Trust (GRAT), which was created on August 22, 2025.
- The 2025 GRAT holds shares for the benefit of Mr. Grabe and his children, and Mr. Grabe serves as the Trustee of this trust.
Sentiment
Score: 5
Explanation: This Form 4 reports routine insider transactions (a gift and the establishment of a trust) and does not contain information that would significantly alter the company's fundamental outlook or performance. The transactions are personal estate planning activities.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding Gartner Inc.'s future performance or strategic direction.
Industry Context
This Form 4 filing details personal stock transactions by a director and does not provide information relevant to broader industry trends or competitive landscape for Gartner Inc.
Related Party Transactions
- The gift of 4,131 shares was made to a private foundation.
- 50,000 shares are held in a 2025 Grantor Retained Annuity Trust (GRAT) for the benefit of the reporting person and his children, with the reporting person serving as Trustee.
Stakeholder Impact
- Shareholders may note the director's personal stock activity, but these transactions (a gift and trust establishment) are generally not indicative of company performance or strategic shifts and are unlikely to have a material impact on the company's operations or stock value.
Key Dates
| Date | Description |
|---|---|
| 08/22/2025 | Creation of the 2025 Grantor Retained Annuity Trust (GRAT) and transfer of 50,000 Gartner shares to the trust. |
| 12/11/2025 | Transaction date for the gift of 4,131 shares of common stock. |
| 12/12/2025 | Signature date of the Form 4 filing. |
Keywords
Gartner, IT, Form 4, Insider Transaction, Stock Gift, Beneficial Ownership, William O. Grabe, Grantor Retained Annuity Trust
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