Form 4: Gartner Director Stephen Pagliuca's Equity Update

Gartner Director Stephen G. Pagliuca reported an acquisition of 90 shares of common stock and related Common Stock Equivalents as compensation, alongside an immediate distribution of CSE shares.

Summary

• Stephen G. Pagliuca, a Director of Gartner Inc. (IT), reported changes in his beneficial ownership.
• On October 1, 2025, I acquired 90 shares of Gartner Common Stock at a price of $0.
• Following this transaction, my direct beneficial ownership of Common Stock increased to 68,313 shares.
• I also acquired 90 Common Stock Equivalents (CSEs) as compensation for my service as an outside director under the Gartner, Inc. Long-Term Incentive Plan (LTIP).
• Concurrently, 90 CSEs were distributed immediately, as elected by me.
• The CSEs convert into Gartner common stock upon the termination of my continuous status as a director or as otherwise provided in the LTIP.
• After these derivative transactions, I beneficially own 1,668 CSEs.

Sentiment

Score: 7

Explanation: The filing indicates routine director compensation through equity, which is a positive for corporate governance and aligns the director's interests with shareholders. It does not, however, contain information about operational performance or strategic shifts.

Positives

• Director Stephen G. Pagliuca received 90 Common Stock Equivalents (CSEs) as compensation for his service, indicating continued engagement with the company.
• The acquisition of 90 shares of common stock at a $0 price reflects compensation, aligning director interests with shareholders.

Negatives

• NA

Risks

• NA

Future Outlook

Common Stock Equivalents (CSEs) are structured to convert into Gartner common stock upon the termination of the outside director's continuous status, indicating a long-term incentive structure for director retention.

Management Comments

• NA

Industry Context

This Form 4 filing details routine director compensation in the form of equity, a common practice across publicly traded companies to align director interests with shareholders. Gartner operates in the IT research and advisory industry, where attracting and retaining experienced board members is crucial for strategic oversight.

Comparison to Industry Standards

• The compensation structure involving Common Stock Equivalents (CSEs) under a Long-Term Incentive Plan (LTIP) is a standard practice for director remuneration in publicly traded companies, including those in the technology and advisory sectors.
• This aligns with corporate governance best practices aimed at fostering long-term commitment and aligning director interests with shareholder value, similar to practices observed at companies like Forrester Research or IDC.

Corporate Governance

Related Party Transactions

• Acquisition of 90 shares of Common Stock and 90 Common Stock Equivalents (CSEs) by Director Stephen G. Pagliuca as compensation for service, under the Gartner, Inc. Long-Term Incentive Plan (LTIP).

Stakeholder Impact

• Shareholders: The equity compensation aligns the director's financial interests with the long-term performance of the company, potentially fostering more shareholder-centric decision-making.

Next Steps

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

Key Dates

Recommendation

This Form 4 filing details routine equity compensation for a director, which is a standard corporate governance practice. It does not provide new information regarding the company's operational performance, financial health, or strategic direction that would warrant a change in investment recommendation. The transaction itself is neutral to slightly positive as it aligns director interests with shareholders.

Keywords

Gartner, IT, Form 4, insider transaction, director compensation, equity, common stock, CSEs, Long-Term Incentive Plan