| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IT | Common Stock | Gift | $0 | +17.3K | +1391.09% | $0.00 | 18.6K | Nov 18, 2022 | Direct | F1 |
| transaction | IT | Common Stock | Other | $0 | +57 | +0.2% | $0.00 | 28.2K | Jan 3, 2023 | Direct | F2, F3 |
| transaction | IT | Common Stock | Gift | $0 | -17.1K | -100% | $0.00* | 0 | Nov 21, 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 | $19.2K | +57 | +0.12% | $337.49 | 47.3K | Jan 3, 2023 | Common Stock | 57 | $0.00 | Direct | F5 |
| transaction | IT | Common Stock Equivalents (CSE) | Other | $0 | -57 | -0.12% | $0.00 | 47.2K | Jan 3, 2023 | Common Stock | 57 | $0.00 | Direct | F2, F5 |
| Id | Content |
|---|---|
| F1 | 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. |
| F2 | This reporting person has elected to receive an immediate distribution of the CSE shares. |
| F3 | Also reflects the 9,552 shares distributed to the reporting person from the 2019 GRAT described in footnote 4. |
| F4 | These shares were 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 were 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. Upon termination of the 2019 GRAT on November 21, 2022, 9,552 shares were distributed to the reporting person and the remaining 17,113 shares were transferred from the 2019 GRAT to the reporting person's children. The reporting person was 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. |