Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief Consulting Officer | December 15, 2022 | December 16, 2022 |
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 December 15, 2022 · Filed December 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,407 |
Reported balance
After 2022-12-15 transaction · row 1
1 source rowRow 1 · 2022-12-15 · Sale · Disposed 1,000 · Balance 5,407 F1: This transaction was executed in multiple trades at prices ranging from $34.50 to $34.61. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $34.50 to $34.61. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 |
|---|---|---|---|---|---|---|
| December 15, 2022 Filed Dec 16, 2022 16:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,000 | $34.54 | $34,544.70 |
DisclosureSEC source: 0001209191-22-061571 · doc4.xml · nonDerivative · entry 1 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,407 F1 · price: This transaction was executed in multiple trades at prices ranging from $34.50 to $34.61. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,240 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · derivative · entry 6 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,718 Underlying: common stock · 1,240 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. F8 · derivative.exercise_date: On August 2, 2021, the reporting person was granted 4958 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2022, August 1, 2023, August 1, 2024 and August 1, 2025. F8 · derivative.expiration_date: On August 2, 2021, the reporting person was granted 4958 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2022, August 1, 2023, August 1, 2024 and August 1, 2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,042 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · derivative · entry 5 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: common stock · 1,042 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. F7 · derivative.exercise_date: On August 3, 2020, the reporting person was granted 4167 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2021, August 1, 2022, August 1, 2023 and August 1, 2024. F7 · derivative.expiration_date: On August 3, 2020, the reporting person was granted 4167 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2021, August 1, 2022, August 1, 2023 and August 1, 2024. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · derivative · entry 4 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 589 Underlying: common stock · 589 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. F6 · derivative.exercise_date: On August 1, 2019, the reporting person was granted 2358 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. F6 · derivative.expiration_date: On August 1, 2019, the reporting person was granted 2358 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 |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 436 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · derivative · entry 3 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 436 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 August 1, 2018, the reporting person was granted 1746 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. F4 · derivative.expiration_date: On August 1, 2018, the reporting person was granted 1746 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 |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 967 | $47.53 | $45,961.51 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · nonDerivative · entry 2 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,159 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2022 of the restricted stock units awarded to the reporting person on August 1, 2018, August 1, 2019, August 3, 2020 and August 2, 2021. 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 |
| August 01, 2022 Filed Aug 3, 2022 19:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 3,307 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044154 · doc4.xml · nonDerivative · entry 1 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,126 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 |
| May 27, 2022 Filed Jun 1, 2022 18:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 1,747 | $0.00 Strike: $38.43 | $0.00 |
DisclosureSEC source: 0001209191-22-033096 · doc4.xml · derivative · entry 3 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 1,747 shares Expires 2024-07-31 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. Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 18:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,428 | $52.00 | $74,256.00 |
DisclosureSEC source: 0001209191-22-033096 · doc4.xml · nonDerivative · entry 2 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,819 Read SEC document |
| May 27, 2022 Filed Jun 1, 2022 18:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,747 | $38.43 | $67,137.21 |
DisclosureSEC source: 0001209191-22-033096 · doc4.xml · nonDerivative · entry 1 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,247 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. Read SEC document |
| March 01, 2022 Filed Mar 2, 2022 21:43 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 6,457 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-014783 · doc4.xml · derivative · entry 1 Lee Alicia · CIK 0001904379 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,457 Underlying: common stock · 6,457 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. F3 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 6457 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, 2022, the reporting person was granted 6457 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.