Birch Jean

SEC source: 0001750155-22-000121 · wf-form4_167053374543587.xml · derivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 163,043 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.

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.

F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit award vests in 1 annual installment on 6/22/2023. The restricted stock unit was granted on 6/22/2022. Due to separation as a board member, accelerated vesting approved on 12/6/2022.

F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit award vests in 1 annual installment on 6/22/2023. The restricted stock unit was granted on 6/22/2022. Due to separation as a board member, accelerated vesting approved on 12/6/2022.

SEC source: 0001750155-22-000121 · wf-form4_167053374543587.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 210,385

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 · price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.

SEC source: 0001750155-22-000080 · wf-form4_165609306067044.xml · derivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 163,043

Underlying: Common Shares · 163,043 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.

F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 equal installment on 6/22/2023.

F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in 1 equal installment on 6/22/2023.

SEC source: 0001750155-22-000060 · wf-form4_165512920984082.xml · derivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 16,164 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.

F1 · derivative.exercise_price: The restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.

F2 · derivative.exercise_date: The restricted stock unit agreement provides that the restricted stock unit vests in full on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 6/9/2021.

F2 · derivative.expiration_date: The restricted stock unit agreement provides that the restricted stock unit vests in full on the first anniversary of the restricted stock unit's grant date. The restricted stock unit was granted on 6/9/2021.

SEC source: 0001750155-22-000060 · wf-form4_165512920984082.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,342

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 · price: The restricted stock unit represents a contingent right to receive one common share of Charlotte's Web Holdings, Inc.

SEC source: 0001209191-22-033851 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,538

F1 · shares: The securities awarded on June 1, 2022 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2022, with an equal number of shares vesting on each of December 1, 2022 and March 1, 2023, and the balance of the shares vesting on June 1, 2023.

SEC source: 0000899243-22-009684 · doc4.xml · derivative · entry 5

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 10,031 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F1 · kind: On March 3, 2022, Cavalier Acquisition Owner LP ("Cavalier") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, by and among the Issuer, Cavalier (as assignee of Cavalier Acquisition JV LP) and Cavalier MergerSub LP, a Delaware limited partnership and a wholly owned subsidiary of Cavalier (as assignee of Cavalier) ("Merger Sub") dated as of November 6, 2021 (as amended, modified or assigned, the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with Merger Sub surviving such merger as a wholly owned subsidiary of Cavalier (the "Merger"). At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $15.99 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.

F5 · kind: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · shares: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · price: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F8 · derivative.exercise_date: Represents RSUs granted in 2021, which were originally scheduled to vest in full on the earliest to occur of (i) May 20, 2022, (ii) the date of the Issuer's 2022 annual stockholders' meeting, (iii) the date of the Reporting Issuer's termination as a result of death or disability, or (iv) a change in control.

F8 · derivative.expiration_date: Represents RSUs granted in 2021, which were originally scheduled to vest in full on the earliest to occur of (i) May 20, 2022, (ii) the date of the Issuer's 2022 annual stockholders' meeting, (iii) the date of the Reporting Issuer's termination as a result of death or disability, or (iv) a change in control.

SEC source: 0000899243-22-009684 · doc4.xml · derivative · entry 4

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12,698 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F1 · kind: On March 3, 2022, Cavalier Acquisition Owner LP ("Cavalier") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, by and among the Issuer, Cavalier (as assignee of Cavalier Acquisition JV LP) and Cavalier MergerSub LP, a Delaware limited partnership and a wholly owned subsidiary of Cavalier (as assignee of Cavalier) ("Merger Sub") dated as of November 6, 2021 (as amended, modified or assigned, the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with Merger Sub surviving such merger as a wholly owned subsidiary of Cavalier (the "Merger"). At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $15.99 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.

F5 · kind: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · shares: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · price: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F7 · derivative.exercise_date: Represents DSUs issued to the Reporting Person in 2020 which were fully vested as of the date of grant and were to be settled upon the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F7 · derivative.expiration_date: Represents DSUs issued to the Reporting Person in 2020 which were fully vested as of the date of grant and were to be settled upon the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0000899243-22-009684 · doc4.xml · derivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 23,924 shares

Expires not disclosed

F4 · derivative.exercise_price: Represents a contingent right to receive one share of the Issuer's Common Stock payable in Common Stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F1 · kind: On March 3, 2022, Cavalier Acquisition Owner LP ("Cavalier") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, by and among the Issuer, Cavalier (as assignee of Cavalier Acquisition JV LP) and Cavalier MergerSub LP, a Delaware limited partnership and a wholly owned subsidiary of Cavalier (as assignee of Cavalier) ("Merger Sub") dated as of November 6, 2021 (as amended, modified or assigned, the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with Merger Sub surviving such merger as a wholly owned subsidiary of Cavalier (the "Merger"). At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $15.99 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.

F5 · kind: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · shares: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F5 · price: Pursuant to the Merger Agreement, each restricted stock unit ("RSU") and DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such RSU or DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F6 · derivative.exercise_date: Represents RSUs granted in 2020 that were fully vested in 2021, and were scheduled to be settled upon earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F6 · derivative.expiration_date: Represents RSUs granted in 2020 that were fully vested in 2021, and were scheduled to be settled upon earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0000899243-22-009684 · doc4.xml · nonDerivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 0

F1 · price: On March 3, 2022, Cavalier Acquisition Owner LP ("Cavalier") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, by and among the Issuer, Cavalier (as assignee of Cavalier Acquisition JV LP) and Cavalier MergerSub LP, a Delaware limited partnership and a wholly owned subsidiary of Cavalier (as assignee of Cavalier) ("Merger Sub") dated as of November 6, 2021 (as amended, modified or assigned, the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with Merger Sub surviving such merger as a wholly owned subsidiary of Cavalier (the "Merger"). At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $15.99 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.

F3 · ownership.nature: Reflects securities held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trust, except to the extent of her pecuniary interest therein.

SEC source: 0000899243-22-009684 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F2 · shares: Includes deferred stock units ("DSUs"). Pursuant to the Merger Agreement, each DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

F1 · price: On March 3, 2022, Cavalier Acquisition Owner LP ("Cavalier") acquired the Issuer pursuant to a certain Agreement and Plan of Merger, by and among the Issuer, Cavalier (as assignee of Cavalier Acquisition JV LP) and Cavalier MergerSub LP, a Delaware limited partnership and a wholly owned subsidiary of Cavalier (as assignee of Cavalier) ("Merger Sub") dated as of November 6, 2021 (as amended, modified or assigned, the "Merger Agreement"). In accordance with the Merger Agreement, the Issuer merged with and into Merger Sub, with Merger Sub surviving such merger as a wholly owned subsidiary of Cavalier (the "Merger"). At the effective time of the Merger, each issued and outstanding share of the Issuer's Common Stock (other than certain excluded shares) automatically converted into the right to receive $15.99 per share in cash (the "Merger Consideration"), without interest and subject to applicable withholding tax.

F2 · price: Includes deferred stock units ("DSUs"). Pursuant to the Merger Agreement, each DSU became immediately vested and cancelled and entitled the holder to receive an amount of cash equal to the number of shares of Common Stock subject to such DSU, as applicable, immediately prior to the effective time of the Merger, multiplied by the Merger Consideration.

SEC source: 0001707178-22-000010 · wf-form4_164133896136590.xml · nonDerivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,604

F2 · kind: Reflects fully vested deferred stock units issued to the Reporting Person under the Issuer's Directors Deferral Plan (the "Plan") in lieu of cash compensation at the closing trading price on December 31, 2021. The shares subject to these units will be issued to the Reporting Person at a future date in accordance with the terms of the Plan and the Reporting Person's plan election.

SEC source: 0001707178-21-000058 · wf-form4_163338336949087.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,941

F1 · kind: Reflects fully vested deferred stock units issued to the Reporting Person under the Issuer's Directors Deferral Plan (the "Plan") in lieu of cash compensation at the closing trading price on September 30, 2021. The shares subject to these units will be issued to the Reporting Person at a future date in accordance with the terms of the Plan and the Reporting Person's plan election.

SEC source: 0001707178-22-000010 · wf-form4_164133896136590.xml · nonDerivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 16,750

F1 · ownership.nature: Reflects securities held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trust, except to the extent of her pecuniary interest therein.

SEC source: 0001707178-22-000010 · wf-form4_164133896136590.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,568

SEC source: 0001707178-21-000035 · wf-form4_162524346662605.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,892

F1 · kind: Reflects fully vested deferred stock units issued to the Reporting Person under the Issuer's Directors Deferral Plan (the "Plan") in lieu of cash compensation at the closing trading price on June 30, 2021. The shares subject to these units will be issued to the Reporting Person at a future date in accordance with the terms of the Plan and the Reporting Person's plan election.

SEC source: 0001209191-21-037248 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,232

F1 · shares: The securities awarded on June 1, 2021 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2021, with an equal number of shares vesting on each of December 1, 2021 and March 1, 2022, and the balance of the shares vesting on June 1, 2022.

SEC source: 0001209191-21-035383 · doc4.xml · derivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,031

Underlying: Common Stock · 10,031 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F2 · derivative.exercise_date: These RSUs vest in full on the earlier to occur of (i) May 20, 2022 and (ii) the date of the Issuer's 2022 annual stockholders' meeting. Settlement of these RSUs will be deferred to the date of the Reporting Person's termination of service.

F2 · derivative.expiration_date: These RSUs vest in full on the earlier to occur of (i) May 20, 2022 and (ii) the date of the Issuer's 2022 annual stockholders' meeting. Settlement of these RSUs will be deferred to the date of the Reporting Person's termination of service.

SEC source: 0001209191-21-024255 · doc4.xml · derivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,004

Underlying: Common Stock · 1,800 shares

Expires not disclosed

F1 · derivative.exercise_price: Each deferred stock unit ("DSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F2 · derivative.exercise_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F2 · derivative.expiration_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0001209191-21-001308 · doc4.xml · derivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,204

Underlying: Common Stock · 2,362 shares

Expires not disclosed

F1 · derivative.exercise_price: Each deferred stock unit ("DSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F2 · derivative.exercise_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F2 · derivative.expiration_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0001209191-20-052768 · doc4.xml · derivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,842

Underlying: Common Stock · 2,982 shares

Expires not disclosed

F2 · derivative.exercise_price: Each deferred stock unit ("DSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F3 · derivative.exercise_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F3 · derivative.expiration_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0001209191-20-052768 · doc4.xml · nonDerivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 15,377

F1 · ownership.nature: Reflects securities held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trust, except to the extent of her pecuniary interest therein.

SEC source: 0001209191-20-052768 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,373

SEC source: 0001209191-20-040348 · doc4.xml · derivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,860

Underlying: Common Stock · 3,860 shares

Expires not disclosed

F1 · derivative.exercise_price: Each deferred stock unit ("DSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F2 · derivative.exercise_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F2 · derivative.expiration_date: Represents DSUs issued to the Reporting Person as director compensation in lieu of cash and are fully vested. Issuance of vested shares subject to these DSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0001209191-20-033412 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,460

F1 · shares: The securities awarded on June 1, 2020 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2020, with an equal number of shares vesting on each of December 1, 2020 and March 1, 2021, and the balance of the shares vesting on June 1, 2021.

SEC source: 0001209191-20-032132 · doc4.xml · nonDerivative · entry 4

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 14,003

F1 · ownership.nature: Reflects securities held by trusts for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trusts, except to the extent of her pecuniary interest therein.

SEC source: 0001209191-20-032132 · doc4.xml · nonDerivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,747

SEC source: 0001209191-20-032132 · doc4.xml · derivative · entry 5

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,924

Underlying: Common Stock · 23,924 shares

Expires not disclosed

F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of the Issuer's common stock payable in common stock, cash or a combination thereof at the discretion of the Issuer's Compensation Committee.

F3 · derivative.exercise_date: These RSUs vest in full on the earlier to occur of (i) May 21, 2021 and (ii) the date of the Issuer's 2021 annual stockholders' meeting. Issuance of any vested shares subject to these RSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

F3 · derivative.expiration_date: These RSUs vest in full on the earlier to occur of (i) May 21, 2021 and (ii) the date of the Issuer's 2021 annual stockholders' meeting. Issuance of any vested shares subject to these RSUs will be deferred to the earliest to occur of (i) a change in control, (ii) the date of the Reporting Person's termination or (iii) the date of the Issuer's 2023 annual stockholders' meeting (and in no event later than July 1, 2023).

SEC source: 0001209191-20-032132 · doc4.xml · nonDerivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 6,427

F1 · ownership.nature: Reflects securities held by trusts for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trusts, except to the extent of her pecuniary interest therein.

SEC source: 0001209191-20-032132 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,323

SEC source: 0001209191-20-024826 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,499

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-20-024026 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,353

F1 · shares: Represents vested shares of the Issuer's common stock issued as director compensation in lieu of cash.

SEC source: 0001238255-20-000040 · edgar.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,081

SEC source: 0001238255-20-000029 · edgar.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,081

F1 · shares: These securities are restricted stock units that vest 100% on March 2, 2021, and are issued on that date unless the reporting person has elected to defer receipt of the shares until termination of their Board service.

SEC source: 0001209191-20-004108 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,177

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-19-053469 · doc4.xml · nonDerivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,127

F2 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-19-053469 · doc4.xml · nonDerivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Trust

Disclosed balance after: 1,251

F1 · ownership.nature: Reflects securities held by a trust for the benefit of the Reporting Person's family, of which the Reporting Person is a trustee. The Reporting Person disclaims beneficial ownership of the shares held by such trust, except to the extent of her pecuniary interest therein.

SEC source: 0001209191-19-053469 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,075

SEC source: 0001209191-19-042498 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,326

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001238255-19-000057 · edgar.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 824

F1 · shares: These securities are restricted stock units that vest 100% on June 3, 2020, and are issued on that date.

SEC source: 0001209191-19-034200 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,117

F1 · shares: The securities awarded on June 3, 2019 are in the form of Restricted Stock Units issued pursuant to the Forrester Research, Inc. Amended and Restated Equity Incentive Plan that entitle the reporting person, upon vesting, to receive one share of common stock per Restricted Stock Unit. The Restricted Stock Units will vest and convert into common stock in four equal and consecutive installments. The first tranche will vest on September 1, 2019, with an equal number of shares vesting on each of December 1, 2019 and March 1, 2020, and the balance of the shares vesting on June 1, 2020.

SEC source: 0001592379-19-000027 · wf-form4_155907925681945.xml · derivative · entry 3

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,000 shares

Expires 2027-04-04

F2 · kind: Disposed of as a result of the merger pursuant to the Merger Agreement. At the effective time of the merger as contemplated in the Merger Agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $6.45 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $6.45 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $6.45).

F2 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the Merger Agreement. At the effective time of the merger as contemplated in the Merger Agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $6.45 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $6.45 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $6.45).

SEC source: 0001592379-19-000027 · wf-form4_155907925681945.xml · derivative · entry 2

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 9,000 shares

Expires 2027-07-04

F2 · kind: Disposed of as a result of the merger pursuant to the Merger Agreement. At the effective time of the merger as contemplated in the Merger Agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $6.45 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $6.45 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $6.45).

F2 · derivative.exercise_date: Disposed of as a result of the merger pursuant to the Merger Agreement. At the effective time of the merger as contemplated in the Merger Agreement, (i) each outstanding share of Company Common Stock, was cancelled and automatically converted into the right to receive $6.45 in cash and (ii) each Company Restricted Stock Unit and each Company Stock Option Award, vested and accelerated in full and was converted into the right to receive $6.45 in cash (or in the case of Company Stock Option Awards, the difference between the exercise price and $6.45).

SEC source: 0001592379-19-000027 · wf-form4_155907925681945.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

F1 · kind: Pursuant to the terms of the Agreement and Plan of Merger, dated April 10, 2019, by and among the Issuer, MTY Franchising USA, Inc. and MTY Columbia Merger Sub, Inc (the "Merger Agreement"), on April 25, 2019, MTY Columbia Merger Sub, Inc. made an offer (the "Offer") to purchase each outstanding share of the Issuer's common stock for $6.45 per share, in cash, without interest and subject to applicable withholding. The shares shown on this line were tendered in the Offer.

SEC source: 0001209191-19-031467 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,264

F1 · kind: Represents a grant of restricted stock which vests in full on the earlier to occur of (i) May 16, 2020 and (ii) the date of the Issuer's 2020 annual stockholders' meeting.

SEC source: 0001209191-19-025097 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,688

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-19-004310 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,630

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-18-055389 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,572

F1 · kind: Represents dividend equivalent rights that accrued with respect to grants of restricted stock previously awarded to the Reporting Person, and which will vest upon the same schedule and under the same terms as the restricted stock grants to which they relate.

SEC source: 0001209191-18-050878 · doc4.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,530

F1 · shares: Represents a grant of restricted stock which vests in three equal annual installments beginning on September 11, 2019.

SEC source: 0001592379-18-000036 · wf-form4_153091944078780.xml · nonDerivative · entry 1

Birch Jean · CIK 0001592245 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,095

F1 · shares: Represents restricted stock granted under the 2014 Equity Incentive Plan which vests one year after the date of grant. The grant of restricted stock is part of the Reporting Person's compensation as a non-employee director on the Board of Directors for Papa Murphy's Holdings Inc.