Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|
transaction | IT | Common Stock | Gift | $0 | -36.2K | -99.99% | $0.00 | 5 | Mar 14, 2022 | Direct | F1 |
transaction | IT | Common Stock | Other | $0 | +65 | +1300% | $0.00 | 70 | Apr 1, 2022 | Direct | F2 |
holding | IT | Common Stock | 26.7K | Apr 1, 2022 | 2019 GRAT | F3 |
Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
transaction | IT | Common Stock Equivalents (CSE) | Award | $19.5K | +65 | +0.14% | $299.46 | 47.3K | Apr 1, 2022 | Common Stock | 65 | $0.00 | Direct | F4 |
transaction | IT | Common Stock Equivalents (CSE) | Other | $0 | -65 | -0.14% | $0.00 | 47.2K | Apr 1, 2022 | Common Stock | 65 | $0.00 | Direct | F2, F4 |
Id | Content |
---|---|
F1 | These shares were gifted by the reporting person to a grantor retained annuity trust with an independent trustee on March 14, 2022 (the "2022 GRAT"). The reporting person does not have or share investment control over the shares held by the 2022 GRAT. |
F2 | This reporting person has elected to receive an immediate distribution of the CSE shares. |
F3 | These shares are held in a grantor retained annuity trust created on November 22, 2019 when the reporting person transferred 49,708 Gartner shares to the trust (the "2019 GRAT"). These shares are held in trust for the benefit of the reporting person and his children. On November 23, 2020, 14,657 shares were distributed from the 2019 GRAT to the reporting person, and on December 13, 2021, 8,386 shares were distributed from the 2019 GRAT to the reporting person. The reporting person is the Trustee of the 2019 GRAT. |
F4 | These are Common Stock Equivalents ("CSE") received as compensation for service as an outside director of Gartner, Inc. They were granted under the Company's 2014 Long-Term Incentive Plan ("2014 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 2014 LTIP. |