-----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, KfutkSodXFcfP01spx1rjX8ziJ6Vz6O8UHy2dZuhiWw3qQNfSrV5JZOFjPooBNtr DienR2HrVIuAX0fkMOVujQ== 0001129787-04-000067.txt : 20040702 0001129787-04-000067.hdr.sgml : 20040702 20040702130048 ACCESSION NUMBER: 0001129787-04-000067 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20040630 FILED AS OF DATE: 20040702 ISSUER: 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 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 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: VA PARTNERS LLC CENTRAL INDEX KEY: 0001129787 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-14443 FILM NUMBER: 04898560 BUSINESS ADDRESS: STREET 1: 435 PACIFIC AVENUE STREET 2: FOURTH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94133 BUSINESS PHONE: 4153623700 MAIL ADDRESS: STREET 1: 435 PACIFIC AVENUE STREET 2: FOURTH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94133 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: UBBEN JEFFREY W CENTRAL INDEX KEY: 0001159187 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-14443 FILM NUMBER: 04898561 BUSINESS ADDRESS: STREET 1: ONE MARITIME PLAZA, SUITE 1400 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 4153623700 MAIL ADDRESS: STREET 1: 435 PACIFIC AVENUE, FOURTH FLOOR CITY: SAN FRANCISCO STATE: CA ZIP: 94133 4 1 primary_doc.xml PRIMARY DOCUMENT X0202 4 2004-06-30 0 0000749251 GARTNER INC IT 0001159187 UBBEN JEFFREY W 435 PACIFIC AVENUE, FOURTH FLOOR SAN FRANCISCO CA 94133 1 0 1 0 0001129787 VA PARTNERS LLC 435 PACIFIC AVENUE FOURTH FLOOR SAN FRANCISCO CA 94133 0 0 1 0 Director Stock Option (right to buy) 13.22 2004-06-30 4 A 0 15000 0 A 2005-06-30 2014-06-30 Common Stock 15000 15000 D Options granted under Non-Qualified Stock Option. The options to buy shares of Gartner, Inc. become vested in 5,000 increments on 06/30/05, 06/30/06, 06/30/07. Column 8 is not a required reportable field. Under an agreement with ValueAct Capital Partners, L.P., Jeffrey W. Ubben is deemed to hold the options for the benefit of ValueAct Capital Partners, L.P., ValueAct Capital Partners II, L.P. and ValueAct Capital International, Ltd. and indirectly for VA Partners, LLC as general partner of ValueAct Capital Partners, L.P. and ValueAct Capital Partners II, L.P. as the investment adviser of ValueAct Capital International, Ltd. Jeffrey W. Ubben is a director of Gartner, Inc. and Managing Member of VA Partners, LLC. Peter H. Kamin and George F. Hamel are Managing Members of VA Partners, LLC, the General Partner of ValueAct Capital Partners, L.P. and ValueAct Capital Partners II, L.P. and investment adviser of ValueAct Capital International, Ltd. The reporting persons disclaim beneficial ownership of the reported options except to the extent of their pecuniary interest therein. Joint Filer Information Name: ValueAct Capital Partners, L.P. Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 Name: ValueAct Capital Partners II, L.P. Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 Name: ValueAct Capital International, Ltd. Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 Name: VA Partners, L.L.C. Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 Name: George F. Hamel, Jr. Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 Name: Peter H. Kamin Address: 435 Pacific Avenue, 4th Floor, San Francisco, CA 94133 Designated Filer: Jeffrey W. Ubben Issuer and Ticker Symbol: Gartner, Inc. (IT) Date of Event Requiring Statement: June 30, 2004 By: /s/ Jeffrey W. Ubben 2004-07-02 VALUEACT CAPITAL PARTNERS, L.P., BY VA PARTNERS, L.L.C., ITS GENERAL PARTNER By: /s/ George F. Hamel, Jr. Managing Member 2004-07-02 VALUEACT CAPITAL PARTNERS II, L.P., BY VA PARTNERS, L.L.C., ITS GENERAL PARTNER By: /s/ George F. Hamel, Jr. Managing Member 2004-07-02 VALUEACT CAPITAL INTERNATIONAL, LTD., BY VA PARTNERS, L.L.C., ITS INVESTMENT MANAGER By: /s/ George F. Hamel, Jr. Managing Member 2004-07-02 VA PARTNERS, L.L.C. By: /s/ George F. Hamel, Jr. Managing Member 2004-07-02 By: /s/ George F. Hamel, Jr. 2004-07-02 By: /s/ Peter H. Kamin 2004-07-02 -----END PRIVACY-ENHANCED MESSAGE-----