-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, LNvUv47Sj9eZNbGqAu2w4H+ILhkGZUxZCDUmhH/6D4zJ7MbWb/KuxctVafJk6CIo 9mVTv7yuVGd5DD9ZpEB7nw== 0000893750-04-000463.txt : 20040830 0000893750-04-000463.hdr.sgml : 20040830 20040830164011 ACCESSION NUMBER: 0000893750-04-000463 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20040830 DATE AS OF CHANGE: 20040830 GROUP MEMBERS: SILVER LAKE INVESTORS, L.P. GROUP MEMBERS: SILVER LAKE TECHNOLOGY INVESTORS, L.L.C.. FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: SILVER LAKE PARTNERS LP CENTRAL INDEX KEY: 0001088186 IRS NUMBER: 943345401 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 2725 SAND HILL RD STREET 2: STE 150 CITY: MENLO PARK STATE: CA ZIP: 94025 MAIL ADDRESS: STREET 1: 2725 SAND HILL ROAD STE 150 CITY: MENLO PARK STATE: CA ZIP: 94025 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: GARTNER INC CENTRAL INDEX KEY: 0000749251 STANDARD INDUSTRIAL CLASSIFICATION: SERVICES-MANAGEMENT SERVICES [8741] IRS NUMBER: 043099750 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-44921 FILM NUMBER: 041005779 BUSINESS ADDRESS: STREET 1: 56 TOP GALLANT RD STREET 2: P O BOX 10212 CITY: STAMFORD STATE: CT ZIP: 06904-2212 BUSINESS PHONE: 2039640096 MAIL ADDRESS: STREET 1: 56 TOP GALLANT RD STREET 2: P O BOX 10212 CITY: STAMFORD STATE: CT ZIP: 06904-2212 FORMER COMPANY: FORMER CONFORMED NAME: GARTNER GROUP INC DATE OF NAME CHANGE: 19930823 SC 13D/A 1 sched_13d.txt SCHEDULE 13D/A Schedule 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 ---------------- SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 3)* GARTNER, INC. ------------- (Name of Issuer) Class A Common Stock, Par Value $.0005 Per Share ------------------------------------------------ (Title of Class of Securities) 366651107 --------- (CUSIP Number) Silver Lake Partners, L.P. 2725 Sand Hill Road, Suite 150 Menlo Park, CA 94025 (650) 233-8120 (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) August 27, 2004 --------------- (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of ss.ss.240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box. [ ] Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See ss.240.13d-7 for other parties to whom copies are to be sent. * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Schedule 13D CUSIP No.366651107 - ------------------------------------------------------------------------------ 1. Names of Reporting Persons. SILVER LAKE PARTNERS, L.P., a Delaware limited partnership. I.R.S. Identification Nos. of above persons (entities only). Not required. ......................................................................... - ------------------------------------------------------------------------------ 2. Check the Appropriate Box if a Member of a Group (See Instructions) X (a) ..................................................................... (b) ..................................................................... - ------------------------------------------------------------------------------ 3. SEC Use Only ............................................................ - ------------------------------------------------------------------------------ 4. Source of Funds (See Instructions)....................................... - ------------------------------------------------------------------------------ 5. Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ............................................................ - ------------------------------------------------------------------------------ 6. Citizenship or Place of Organization Delaware .......................... - ------------------------------------------------------------------------------ 7. Sole Voting Power ........................................ Number of -------------------------------------------------------------- Shares Beneficially 8. Shared Voting Power 37,740,128* ........................... Owned by -------------------------------------------------------------- Each Reporting 9. Sole Dispositive Power .................................... Person With -------------------------------------------------------------- 10. Shared Dispositive Power 37,740,128* ..................... - ------------------------------------------------------------------------------ 11. Aggregate Amount Beneficially Owned by Each Reporting Person 37,740,128*.............................................................. - ------------------------------------------------------------------------------ 12. Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ........................................................... - ------------------------------------------------------------------------------ 13. Percent of Class Represented by Amount in Row (11) 44.2%*............... - ------------------------------------------------------------------------------ 14. Type of Reporting Person (See Instructions) PN........................................................................ * See Item 5. CUSIP No. 366651206 - ------------------------------------------------------------------------------ 1. Names of Reporting Persons. SILVER LAKE INVESTORS, L.P., a Delaware limited partnership. I.R.S. Identification Nos. of above persons (entities only). Not required. ......................................................................... - ------------------------------------------------------------------------------ 2. Check the Appropriate Box if a Member of a Group (See Instructions) X (a) ..................................................................... (b) ..................................................................... - ------------------------------------------------------------------------------ 3. SEC Use Only ............................................................ - ------------------------------------------------------------------------------ 4. Source of Funds (See Instructions)....................................... - ------------------------------------------------------------------------------ 5. Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ............................................................ - ------------------------------------------------------------------------------ 6. Citizenship or Place of Organization Delaware .......................... - ------------------------------------------------------------------------------ 7. Sole Voting Power ........................................ Number of -------------------------------------------------------------- Shares Beneficially 8. Shared Voting Power 37,740,128* ........................... Owned by -------------------------------------------------------------- Each Reporting 9. Sole Dispositive Power .................................... Person With -------------------------------------------------------------- 10. Shared Dispositive Power 37,740,128* ..................... - ------------------------------------------------------------------------------ 11. Aggregate Amount Beneficially Owned by Each Reporting Person 37,740,128*.............................................................. - ------------------------------------------------------------------------------ 12. Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ........................................................... - ------------------------------------------------------------------------------ 13. Percent of Class Represented by Amount in Row (11) 44.2%*............... - ------------------------------------------------------------------------------ 14. Type of Reporting Person (See Instructions) PN........................................................................ * See Item 5. CUSIP No. 366651206 - ------------------------------------------------------------------------------ 1. Names of Reporting Persons. SILVER LAKE TECHNOLOGY INVESTORS, L.L.C., a Delaware limited liability company. I.R.S. Identification Nos. of above persons (entities only). Not required. ......................................................................... - ------------------------------------------------------------------------------ 2. Check the Appropriate Box if a Member of a Group (See Instructions) X (a) ..................................................................... (b) ..................................................................... - ------------------------------------------------------------------------------ 3. SEC Use Only ............................................................ - ------------------------------------------------------------------------------ 4. Source of Funds (See Instructions)....................................... - ------------------------------------------------------------------------------ 5. Check if Disclosure of Legal Proceedings Is Required Pursuant to Items 2(d) or 2(e) ............................................................ - ------------------------------------------------------------------------------ 6. Citizenship or Place of Organization Delaware .......................... - ------------------------------------------------------------------------------ 7. Sole Voting Power ........................................ Number of -------------------------------------------------------------- Shares Beneficially 8. Shared Voting Power 37,740,128* ........................... Owned by -------------------------------------------------------------- Each Reporting 9. Sole Dispositive Power .................................... Person With -------------------------------------------------------------- 10. Shared Dispositive Power 37,740,128* ..................... - ------------------------------------------------------------------------------ 11. Aggregate Amount Beneficially Owned by Each Reporting Person 37,740,128*.............................................................. - ------------------------------------------------------------------------------ 12. Check if the Aggregate Amount in Row (11) Excludes Certain Shares (See Instructions) ........................................................... - ------------------------------------------------------------------------------ 13. Percent of Class Represented by Amount in Row (11) 44.2%*............... - ------------------------------------------------------------------------------ 14. Type of Reporting Person (See Instructions) OO........................................................................ * See Item 5. Schedule 13D This Amendment No. 3 to Schedule 13D supplements and amends the Schedule 13D of Silver Lake Partners, L.P., Silver Lake Investors, L.P., and Silver Lake Technology Investors, L.L.C. (collectively, the "Silver Lake Entities") originally filed on April 15, 2003, as amended, with respect to the Class A Common Stock, par value $.0005 per share (the "Common Stock"), of Gartner, Inc. ("Gartner"). Each item below amends and supplements the information disclosed under the corresponding item of the Schedule 13D. Capitalized terms defined in the Schedule 13D are used herein with their defined meanings. Item 4. Purpose of Transaction. Item 4 of the Schedule 13D is hereby amended and supplemented by the following: On August 10, 2004, Gartner announced the repurchase of 11,339,019 shares of its Common Stock at a purchase price of $13.30 per share and 5,505,305 shares of its Class B Common Stock at a purchase price of $12.50 per share pursuant to the Tender Offer which expired on July 30, 2004. On August 27, 2004, Gartner repurchased 9,228,938 shares of the Common Stock from the Silver Lake Entities at a purchase price of $13.30 per share pursuant to the terms of the Stock Purchase Agreement, dated June 17, 2004, between Gartner and the Silver Lake Entities. Item 5. Interest in Securities of the Issuer. Item 5 of the Schedule 13D is hereby amended and supplemented by the following: The information contained on the cover pages of this Schedule 13D is incorporated herein by reference. As of the date hereof, the Silver Lake Entities beneficially own 37,740,128 shares of Common Stock, representing approximately 44.2% of the issued and outstanding shares of Common Stock and approximately 34.9% of the total issued and outstanding shares of the Common Stock and the Class B Common Stock of Gartner on a combined basis. Item 7. Material to be Filed as Exhibits. Item 7 of the Schedule 13D is hereby supplemented by adding the following: Exhibit 4 Power of Attorney. Schedule 13D Signatures ---------- After reasonable inquiry and to the best of their knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct. DATED: August 30, 2004 SILVER LAKE PARTNERS, L.P. By: Silver Lake Technology Associates, L.L.C., its general partner By: /s/ Alan K. Austin ------------------------------ Name: Alan K. Austin Title: Managing Director and Chief Operating Officer SILVER LAKE INVESTORS, L.P. By: Silver Lake Technology Associates, L.L.C., its general partner By: /s/ Alan K. Austin ------------------------------ Name: Alan K. Austin Title: Managing Director and Chief Operating Officer SILVER LAKE TECHNOLOGY INVESTORS, L.L.C. By: Silver Lake Technology Management, L.L.C., its manager By: /s/ Alan K. Austin ------------------------------ Name: Alan K. Austin Title: Managing Director and Chief Operating Officer EX-4 2 exhibit4.txt POWER OF ATTORNEY Exhibit 4 POWER OF ATTORNEY KNOW ALL BY THESE PRESENTS, that the undersigned hereby constitutes and appoints each of Alan K. Austin and Karen M. King as the undersigned's true and lawful attorney-in-fact to: 1. execute for and on behalf of the undersigned, in the undersigned's capacity as a director of Gartner, Inc. (the "Company") or as a holder (directly or indirectly) of 5% or more of the Company's securities, (A) Forms 3, 4 and 5 and any amendments thereto in accordance with Section 16 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), and the rules promulgated thereunder and (B) Schedules 13D and 13G in accordance with Section 13 of the Exchange Act and the rules promulgated thereunder; 2. do and perform any and all acts for and on behalf of the undersigned that may be necessary or desirable to complete and execute any such Form 3, 4 or 5 or Schedule 13D or 13G and timely file such form with the Securities and Exchange Commission and any stock exchange or similar authority; and 3. take any other action of any type whatsoever in connection with the foregoing that, in the opinion of such attorney-in-fact, may be of benefit to, in the best interest of or legally required to be done by the undersigned, it being understood that the documents executed by such attorney-in-fact on behalf of the undersigned pursuant to this Power of Attorney shall be in such form and shall contain such terms and conditions as such attorney-in-fact may approve in such attorney-in-fact's discretion. The undersigned hereby grants to such attorney-in-fact full power and authority to do and perform any and every act and thing whatsoever requisite, necessary or proper to be done in the exercise of any of the rights and powers herein granted, as fully to all intents and purposes as the undersigned might or could do if personally present, with full power of substitution or revocation, hereby ratifying and confirming all that such attorney-in-fact, or such attorney-in-fact's substitute or substitutes, shall lawfully do or cause to be done by virtue of this Power of Attorney and the rights and powers herein granted. The undersigned acknowledges that such attorney-in-fact, in serving in such capacity at the request of the undersigned, is not assuming, nor is the Company assuming, any of the undersigned's responsibilities to comply with Section 16 or 13 of the Exchange Act and the rules promulgated thereunder. This Power of Attorney shall remain in full force and effect until the undersigned is no longer required to file Forms 3, 4 and 5 and Schedule 13D or 13G with respect to the undersigned's holdings of and transactions in securities issued by the Company, unless earlier revoked by the undersigned in a signed writing delivered to such attorney-in-fact. IN WITNESS WHEREOF, the undersigned has caused this Power of Attorney to be executed as of the date written below. Date: June 4, 2004 /s/ Glenn H. Hutchins ------------------------------------------------ Glenn H. Hutchins /s/ David J. Roux ------------------------------------------------ David J. Roux -----END PRIVACY-ENHANCED MESSAGE-----