Form 4: Gartner Director Sells Over $270,000 in Company Stock Under Pre-Arranged Plan

Sentiment:

Insider Share Transaction Report


Anne Sutherland Fuchs, a Director at Gartner Inc., sold 655 shares of common stock for approximately $270,000 under a Rule 10b5-1 trading plan.

Summary

  • Anne Sutherland Fuchs, a Director of Gartner Inc. (IT), reported a sale of company common stock.
  • The transaction involved the disposition of 655 shares of common stock.
  • The shares were sold at a price of $413.29 per share.
  • The total value of the shares sold amounts to approximately $270,454.95.
  • The transaction occurred on June 12, 2025.
  • Following the sale, Ms. Fuchs directly beneficially owns 8,059 shares of Gartner common stock.
  • Additionally, Ms. Fuchs indirectly beneficially owns 4,644 shares held in a 2024 Grantor Retained Annuity Trust (GRAT), which was created on June 4, 2024, and benefits her and her children, with Ms. Fuchs serving as Trustee.
  • The transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).

Sentiment

Score: 5

Explanation: The sentiment is neutral. While a director selling shares can be perceived negatively, the fact that it was executed under a Rule 10b5-1 plan suggests it was a pre-planned transaction for personal financial management rather than a reaction to new company-specific information, thus mitigating negative sentiment.

Negatives

  • A director's sale of shares, even under a pre-arranged plan, reduces their direct ownership stake in the company, which can sometimes be perceived as a slight reduction in insider alignment with shareholder interests.

Future Outlook

The document does not contain any forward-looking statements or guidance regarding the company's future performance or strategic direction.

Industry Context

This filing is a routine insider transaction report and does not provide information directly related to broader industry trends or competitive landscape for Gartner Inc. It reflects an individual director's personal financial planning.

Related Party Transactions

  • The establishment of the 2024 Grantor Retained Annuity Trust (GRAT) on June 4, 2024, and the transfer of 4,644 shares into it, constitutes a related party transaction as the trust benefits the reporting person and her children, and she serves as the Trustee.

Stakeholder Impact

  • Shareholders: The sale represents a minor reduction in a director's direct ownership, which could be viewed as a slight decrease in alignment, though the 10b5-1 plan context lessens this impact. The indirect ownership through the GRAT maintains a significant stake.
  • Employees, Customers, Suppliers, Creditors: No direct impact on these stakeholders is indicated by this filing.

Key Dates

DateDescription
06/04/2024Creation of the 2024 Grantor Retained Annuity Trust (GRAT) and transfer of 4,644 Gartner shares to the trust by Anne Sutherland Fuchs.
06/12/2025Date of the reported transaction where Anne Sutherland Fuchs sold 655 shares of Gartner common stock.
06/13/2025Date the Form 4 filing was signed.

Keywords

Gartner, IT, Director, Insider Trading, Form 4, Share Sale, 10b5-1 Plan, Beneficial Ownership, Corporate Governance

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