Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief People Officer | May 01, 2023 | May 02, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
FORRESTER RESEARCH, INC.
Report date May 01, 2023 · Filed May 02, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,603 |
Ending reported balance
After 2023-05-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2023-05-01 · Exercise / conversion · Acquired 2,268 · Balance 2,268 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2023-05-01 · Tax withholding · Disposed 665 · Balance 1,603 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on May 1, 2023 of the restricted stock units awarded to the reporting person on May 1, 2022. The award includes a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the award. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 6,803 |
Reported balance
After 2023-05-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2023-05-01 · Exercise / conversion · Disposed 2,268 · Balance 6,803 F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F4: On May 2, 2022, the reporting person was granted 9,071 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion, upon vesting, of restricted stock units into common stock.
F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on May 1, 2023 of the restricted stock units awarded to the reporting person on May 1, 2022. The award includes a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the award.
F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F4: On May 2, 2022, the reporting person was granted 9,071 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026.
F5: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 01, 2023 Filed May 2, 2023 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 2,268 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026456 · doc4.xml · derivative · entry 3 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,803 Underlying: common stock · 2,268 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F4 · derivative.exercise_date: On May 2, 2022, the reporting person was granted 9,071 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026. F4 · derivative.expiration_date: On May 2, 2022, the reporting person was granted 9,071 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 665 | $31.01 | $20,621.65 |
DisclosureSEC source: 0001209191-23-026456 · doc4.xml · nonDerivative · entry 2 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,603 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on May 1, 2023 of the restricted stock units awarded to the reporting person on May 1, 2022. The award includes a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the award. Read SEC document |
| May 01, 2023 Filed May 2, 2023 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,268 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026456 · doc4.xml · nonDerivative · entry 1 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,268 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:55 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantNon-Qualified Stock Options (Right to Buy) · Derivative | 15,133 | $0.00 Strike: $33.04 | $0.00 |
DisclosureSEC source: 0001209191-23-015648 · doc4.xml · derivative · entry 2 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,133 Underlying: common stock · 15,133 shares Expires 2033-02-28 F3 · derivative.exercise_date: The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 3, 2023 21:55 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 8,323 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-015648 · doc4.xml · derivative · entry 1 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,323 Underlying: common stock · 8,323 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: On March 1, 2023 the reporting person was granted 8323 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: On March 1, 2023 the reporting person was granted 8323 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date. Read SEC document |
| May 02, 2022 Filed May 4, 2022 15:36 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 9,071 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-026983 · doc4.xml · derivative · entry 1 Le Roy Sarah · CIK 0001923531 · Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,071 Underlying: common stock · 9,071 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: Unless earlier forfeited under the terms of the RSU, the award vests and converts into common stock in four equal installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026. F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, the award vests and converts into common stock in four equal installments on May 1, 2023, May 1, 2024, May 1, 2025 and May 1, 2026. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.