| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IT | Common Stock | Gift | $0 | -6.86K | -100% | $0.00* | 0 | Dec 13, 2021 | 2018 GRAT | F1 |
| transaction | IT | Common Stock | Gift | $0 | +18.2K | +100.75% | $0.00 | 36.2K | Dec 13, 2021 | Direct | F2 |
| transaction | IT | Common Stock | Other | $0 | +60 | +0.17% | $0.00 | 36.2K | Jan 3, 2022 | Direct | F3 |
| holding | IT | Common Stock | 26.7K | Jan 3, 2022 | 2019 GRAT | F4 |
| 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 | $19.3K | +60 | +0.13% | $321.96 | 47.3K | Jan 3, 2022 | Common Stock | 60 | $0.00 | Direct | F5 |
| transaction | IT | Common Stock Equivalents (CSE) | Other | $0 | -60 | -0.13% | $0.00 | 47.2K | Jan 3, 2022 | Common Stock | 60 | $0.00 | Direct | F3, F5 |
| Id | Content |
|---|---|
| F1 | These shares were held in a grantor retained annuity trust created on November 14, 2018 when the reporting person transferred 31,526 Gartner shares to the trust (the "2018 GRAT"). These shares were held in trust for the benefit of the reporting person and his children. On November 15, 2019, 8,471 shares were distributed from the 2018 GRAT to the reporting person, and on November 16, 2020, 10,149 shares were distributed from the 2018 GRAT to the reporting person. Upon termination of the 2018 GRAT on December 13, 2021, 6,048 shares were distributed to the reporting person and the remaining 6,858 shares were transferred from the 2018 GRAT to the reporting person's children. The reporting person is the Trustee of the 2018 GRAT. |
| F2 | On November 25, 2020, the reporting person established a grantor retained annuity trust with an independent trustee (the "2020 GRAT"). This reflects the distribution of shares to the reporting person as the proceeds of an annual annuity distribution from the 2020 GRAT. The balance following transaction reflects the December 13, 2021 distributions from the 2020 GRAT, 2019 GRAT and 2018 GRAT described herein. |
| F3 | This reporting person has elected to receive an immediate distribution of the CSE shares. |
| F4 | 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. |
| F5 | 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. |