Form 4: Gartner Director Reports Stock Transactions

Gartner Inc. director Jose M. Gutierrez reported transactions involving common stock and common stock equivalents on July 1, 2026.

Summary

• Jose M. Gutierrez, a Director at Gartner Inc., reported a transaction on July 1, 2026.
• The transaction involved the acquisition of 112 shares of Common Stock, with a reported value of $0.
• Following this transaction, Mr. Gutierrez beneficially owns 2,951 shares of Common Stock directly.
• Additionally, Common Stock Equivalents (CSEs) were acquired, totaling 112 units.
• These CSEs were received as compensation for his services as an outside director under the Gartner, Inc. Long-Term Incentive Plan.
• The CSEs are convertible into Gartner common stock upon termination of director status or as per the LTIP.
• Mr. Gutierrez also holds 338 direct shares of Common Stock with a reported value of $133.76 per share.
• Another 226 direct shares of Common Stock are held, with a reported value of $0.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, as it primarily reports routine director compensation and stock transactions rather than significant company performance updates or strategic shifts.

Positives

• Director Jose M. Gutierrez continues to hold a significant number of Gartner Inc. shares (2,951 directly owned).
• The acquisition of 112 shares of Common Stock and 112 Common Stock Equivalents indicates continued engagement and compensation for directorial services.
• The Common Stock Equivalents are part of a Long-Term Incentive Plan, suggesting a focus on long-term alignment with the company's performance.

Negatives

• The reported value of $0 for the 112 acquired shares of Common Stock and 112 CSEs may indicate these were granted as compensation rather than purchased, which is typical for director compensation but lacks a direct cash investment by the director.
• The filing does not provide details on the market value or cost basis for all reported holdings, making a full financial assessment difficult.

Risks

• The value of Common Stock Equivalents is tied to the future performance of Gartner Inc.'s stock price, posing a risk if the stock declines.
• Changes in the Gartner, Inc. Long-Term Incentive Plan could affect the value or convertibility of CSEs.
• Potential for future stock price volatility impacting the value of directly held shares and CSEs.

Future Outlook

The filing does not contain specific forward-looking statements or guidance from the company. The future outlook for the reported securities is dependent on the performance of Gartner Inc. and the terms of the Long-Term Incentive Plan.

Management Comments

• "This reporting person has elected to receive an immediate distribution of the CSE shares."
• "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 Form 4 filings are standard for insider transactions and reflect typical compensation structures for public company directors, particularly in the technology and business services sector where Gartner operates. The use of Common Stock Equivalents is a common incentive tool.

Stakeholder Impact

• Shareholders: The transactions reflect standard director compensation and do not indicate a change in beneficial ownership that would significantly impact control or voting power. The value of their holdings is indirectly linked to the company's performance, which influences director compensation.
• Employees: The Long-Term Incentive Plan structure for directors may align with broader employee incentive philosophies, though direct impact is minimal.
• Management: The filing is a routine disclosure for a director and does not directly impact executive management's operational responsibilities.

Next Steps

• The Common Stock Equivalents will convert into Gartner common stock upon termination of Mr. Gutierrez's continuous status as a director, or as otherwise provided in the LTIP.

Key Dates

Keywords

Gartner Inc., IT, Form 4, SEC Filing, Director, Stock Transaction, Beneficial Ownership, Common Stock, Common Stock Equivalents, Long-Term Incentive Plan, Jose M. Gutierrez