Form 4: Gartner EVP Herkes Converts RSUs, Adjusts Holdings

Gartner's EVP of Conferences, Claire Herkes, converted Restricted Stock Units into common stock and sold shares to cover tax obligations.

Summary

• Claire Herkes, EVP, Conferences at Gartner Inc. (IT), reported transactions on February 9, 2026.
• Acquired 976 shares of Common Stock upon the release of Restricted Stock Units (RSUs) from a grant that began vesting on February 9, 2023.
• Acquired an additional 892 shares of Common Stock upon the release of RSUs from a grant that began vesting on February 9, 2024.
• Disposed of 306 shares of Common Stock at a price of $159.75 to cover income and payroll withholding taxes related to the first RSU release.
• Disposed of 280 shares of Common Stock at a price of $159.75 to cover income and payroll withholding taxes related to the second RSU release.
• Following these transactions, beneficial ownership of Common Stock is 6,291 shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this filing as neutral. It reports routine executive compensation transactions (RSU vesting and tax-related sales) and does not provide new information regarding the company's operational or financial performance.

Positives

• The vesting of Restricted Stock Units (RSUs) indicates continued executive alignment with long-term company performance and shareholder value.

Negatives

• The disposition of shares was solely for the purpose of covering tax obligations, which is a standard practice and not indicative of a negative outlook.

Future Outlook

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

Industry Context

StockSavvy.ai notes that RSU vesting and subsequent tax-related share sales are common and routine events in executive compensation across various industries, particularly in technology and consulting sectors like Gartner's. These transactions reflect the standard operation of long-term incentive plans designed to align executive interests with shareholder value.

Comparison to Industry Standards

• Restricted Stock Unit (RSU) grants and multi-year vesting schedules are a widely adopted compensation mechanism for executives in publicly traded companies, including those in the IT research and advisory sector.
• The practice of withholding shares to cover statutory tax obligations upon RSU vesting is a standard industry practice, comparable to how executives at companies like Microsoft, Salesforce, or Accenture manage their equity compensation.

Stakeholder Impact

• Shareholders: The impact is minimal as these are routine executive compensation transactions and do not reflect a change in company fundamentals or strategy.

Key Dates

Recommendation

This Form 4 reports routine RSU vesting and tax-related share dispositions by an executive. It does not indicate any change in the company's fundamentals or strategic direction, thus a 'hold' recommendation is appropriate for existing investors as there is no new information to warrant a change in investment thesis.

Keywords

Gartner, IT, Form 4, Restricted Stock Units, RSU, Executive Compensation, Insider Transaction, Stock Vesting, Tax Withholding