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Kottmann Sherri

Disclosed activity across 1 company

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136644
SEC CIK
0001772265

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
FORRESTER RESEARCH, INC.FORR · Entity 412Chief People OfficerAugust 01, 2021August 04, 2021

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 August 01, 2021 · Filed August 04, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect5,112 Ending reported balance After 2021-08-01 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2021-08-01 · Exercise / conversion · Acquired 2,249 · Balance 5,770

F1: Represents the conversion, upon vesting, of restricted stock units into common stock.

Row 2 · 2021-08-01 · Tax withholding · Disposed 658 · Balance 5,112

F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2021 of the restricted stock units awarded to the reporting person on August 1, 2017, August 1, 2018 and August 3, 2020. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct0 Reported balance After 2021-08-01 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 3 · 2021-08-01 · Exercise / conversion · Disposed 168 · Balance 0

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 August 1, 2017, the reporting person was granted 673 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.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct170 Reported balance After 2021-08-01 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 4 · 2021-08-01 · Exercise / conversion · Disposed 170 · Balance 170

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.

F6: On August 1, 2018, the reporting person was granted 681 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.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct5,730 Reported balance After 2021-08-01 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2021-08-01 · Exercise / conversion · Disposed 1,911 · Balance 5,730

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.

F7: On August 3, 2020, the reporting person was granted 7641 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.

Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00Direct6,059 Reported balance After 2021-08-02 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2021-08-02 · Grant · Acquired 6,059 · Balance 6,059

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.

F8: On August 2, 2021, the reporting person was granted 6059 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.

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 August 1, 2021 of the restricted stock units awarded to the reporting person on August 1, 2017, August 1, 2018 and August 3, 2020. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards.

F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.

F4: On August 1, 2017, the reporting person was granted 673 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.

F5: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock.

F6: On August 1, 2018, the reporting person was granted 681 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.

F7: On August 3, 2020, the reporting person was granted 7641 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.

F8: On August 2, 2021, the reporting person was granted 6059 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.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
August 02, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 GrantRestricted Stock Units · Derivative 6,059 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · derivative · entry 6

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,059

Underlying: common stock · 6,059 shares

Expires not disclosed

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 6059 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 6059 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, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 1,911 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · derivative · entry 5

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,730

Underlying: common stock · 1,911 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 7641 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 7641 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, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 170 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · derivative · entry 4

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 170

Underlying: common stock · 170 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, 2018, the reporting person was granted 681 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, 2018, the reporting person was granted 681 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, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 168 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: common stock · 168 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, 2017, the reporting person was granted 673 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, 2017, the reporting person was granted 673 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, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 658 $46.85 $30,827.30
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,112

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2021 of the restricted stock units awarded to the reporting person on August 1, 2017, August 1, 2018 and August 3, 2020. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards.

Read SEC document
August 01, 2021 Filed Aug 4, 2021 15:01 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 2,249 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-049550 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,770

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
April 01, 2021 Filed Apr 5, 2021 13:12 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 1,390 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-21-024944 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,780

Underlying: common stock · 1,390 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 April 1, 2019, the reporting person was granted 5560 Restricted Stock Units scheduled to 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 April 1, 2019, the reporting person was granted 5560 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 13:12 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 396 $43.30 $17,146.80
Disclosure

SEC source: 0001209191-21-024944 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,521

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2021 of the restricted stock units awarded to the reporting person on April 1, 2019. 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
April 01, 2021 Filed Apr 5, 2021 13:12 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 1,390 $0.00 $0.00
Disclosure

SEC source: 0001209191-21-024944 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,917

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 05, 2021 Filed Mar 9, 2021 14:33 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionNon-Qulaified Stock Option (Right to Buy) · Derivative 500 $0.00 Strike: $33.03 $0.00
Disclosure

SEC source: 0001209191-21-018837 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: common stock · 500 shares

Expires 2021-06-30

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 05, 2021 Filed Mar 9, 2021 14:33 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 SaleCommon Stock 500 $46.18 $23,089.75
Disclosure

SEC source: 0001209191-21-018837 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,527

Read SEC document
March 05, 2021 Filed Mar 9, 2021 14:33 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 500 $33.03 $16,515.00
Disclosure

SEC source: 0001209191-21-018837 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,027

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
August 03, 2020 Filed Aug 5, 2020 22:28 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 GrantRestricted Stock Units · Derivative 7,641 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-045261 · doc4.xml · derivative · entry 5

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,641

Underlying: common stock · 7,641 shares

Expires not disclosed

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 7,641 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 7,641 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, 2020 Filed Aug 5, 2020 22:28 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 170 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-045261 · doc4.xml · derivative · entry 4

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 340

Underlying: common stock · 170 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, 2018, the reporting person was granted 681 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, 2018, the reporting person was granted 681 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, 2020 Filed Aug 5, 2020 22:28 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 168 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-045261 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 168

Underlying: common stock · 168 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, 2017, the reporting person was granted 673 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, 2017, the reporting person was granted 673 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, 2020 Filed Aug 5, 2020 22:28 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 98 $35.11 $3,440.78
Disclosure

SEC source: 0001209191-20-045261 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,527

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2020 of the restricted stock units awarded to the reporting person on August 1, 2017 and August 1, 2018. 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, 2020 Filed Aug 5, 2020 22:28 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 338 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-045261 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,625

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
April 01, 2020 Filed Apr 2, 2020 19:14 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 1,390 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-022458 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,170

Underlying: common stock · 1,390 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 April 1, 2019, the reporting person was granted 5560 Restricted Stock Units scheduled to 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 April 1, 2019, the reporting person was granted 5560 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date.

Read SEC document
April 01, 2020 Filed Apr 2, 2020 19:14 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 395 $25.69 $10,147.55
Disclosure

SEC source: 0001209191-20-022458 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,287

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2020 of the restricted stock units awarded to the reporting person on April 1, 2019. 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
April 01, 2020 Filed Apr 2, 2020 19:14 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 1,390 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-022458 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,682

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
August 03, 2019 Filed Aug 6, 2019 13:59 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 104 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-044737 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: common stock · 104 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 3, 2015, the reporting person was granted 416 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 3, 2015, the reporting person was granted 416 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 03, 2019 Filed Aug 6, 2019 13:59 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 30 $40.17 $1,205.10
Disclosure

SEC source: 0001209191-19-044737 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,292

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 3, 2019 of the restricted stock units awarded to the reporting person on August 3, 2015. 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 03, 2019 Filed Aug 6, 2019 13:59 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 104 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-044737 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,322

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
August 01, 2019 Filed Jun 3, 2020 15:24 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 171 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-033834 · doc4.xml · derivative · entry 4

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 510

Underlying: common stock · 171 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, 2018 the reporting person was granted 681 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning n the first anniversary of the grant date.

F6 · derivative.expiration_date: On August 1, 2018 the reporting person was granted 681 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning n the first anniversary of the grant date.

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August 01, 2019 Filed Jun 3, 2020 15:24 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionRestricted Stock Units · Derivative 168 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-033834 · doc4.xml · derivative · entry 3

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 336

Underlying: common stock · 168 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, 2017 the reporting person was granted 673 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning n the first anniversary of the grant date.

F4 · derivative.expiration_date: On August 1, 2017 the reporting person was granted 673 Restricted Stock Units scheduled to vest and convert into common stock in four equal and consecutive installments beginning n the first anniversary of the grant date.

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August 01, 2019 Filed Jun 3, 2020 15:24 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Tax withholdingCommon Stock 99 $42.40 $4,197.60
Disclosure

SEC source: 0001209191-20-033834 · doc4.xml · nonDerivative · entry 2

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,218

F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2019 of the restricted stock units awarded to the reporting person on April 1, 2017 and April 1, 2018. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards.

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August 01, 2019 Filed Jun 3, 2020 15:24 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 Exercise / conversionCommon Stock 339 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-033834 · doc4.xml · nonDerivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,317

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.

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April 01, 2019 Filed Apr 2, 2019 18:10 UTC FORRESTER RESEARCH, INC. FORR · Entity 412 GrantRestricted Stock Units · Derivative 5,560 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-022233 · doc4.xml · derivative · entry 1

Kottmann Sherri · CIK 0001772265 · Chief People Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,560

Underlying: common stock · 5,560 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 and consecutive installments beginning on the first anniversary of the grant date.

F2 · derivative.expiration_date: Unless earlier forfeited under the terms of the RSU, the award vests and converts into common stock in four equal and consecutive installments beginning on the first anniversary of the grant date.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.