Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief Product Officer | August 01, 2019 | August 05, 2019 |
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, 2019 · Filed August 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,917 |
Reported balance
After 2019-08-01 transaction · row 1
1 source rowRow 1 · 2019-08-01 · Tax withholding · Disposed 1,210 · Balance 21,917 F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2019 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 9,433 |
Reported balance
After 2019-08-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2019-08-01 · Grant · Acquired 9,433 · Balance 9,433 F2: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2019 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.
F2: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F3: 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.
F4: 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 |
|---|---|---|---|---|---|---|
| August 01, 2019 Filed Aug 5, 2019 13:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 9,433 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044394 · doc4.xml · derivative · entry 2 Brothers Mack · CIK 0001674304 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,433 Underlying: common stock · 9,433 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F3 · 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. F3 · 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. Read SEC document |
| August 01, 2019 Filed Aug 5, 2019 13:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,210 | $42.20 | $51,062.00 |
DisclosureSEC source: 0001209191-19-044394 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,917 F1 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2019 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 |
| June 01, 2019 Filed Jun 4, 2019 19:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-19-034192 · doc4.xml · derivative · entry 3 Brothers Mack · CIK 0001674304 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: common stock · 1,750 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 June 1, 2016, the reporting person was granted 7000 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 June 1, 2016, the reporting person was granted 7000 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 |
| June 01, 2019 Filed Jun 4, 2019 19:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 514 | $45.53 | $23,402.42 |
DisclosureSEC source: 0001209191-19-034192 · doc4.xml · nonDerivative · entry 2 Brothers Mack · CIK 0001674304 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,127 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2019 of the restricted stock units awarded to the reporting person on July 1, 2016. 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 |
| June 01, 2019 Filed Jun 4, 2019 19:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034192 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,641 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, 2018 Filed Aug 3, 2018 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 7,454 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045226 · doc4.xml · nonDerivative · entry 2 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,891 F1 · shares: The securities awarded on August 1, 2018 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 installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 663 | $46.95 | $31,127.85 |
DisclosureSEC source: 0001209191-18-045226 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,437 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units (Right to Buy) · Derivative | 1,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-18-035139 · doc4.xml · derivative · entry 3 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,500 Underlying: common stock · 1,750 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 June 1, 2016, the reporting person was granted 7000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on first anniversary of the grant date. F4 · derivative.expiration_date: On June 1, 2016, the reporting person was granted 7000 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments beginning on first anniversary of the grant date. Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 515 | $42.50 | $21,887.50 |
DisclosureSEC source: 0001209191-18-035139 · doc4.xml · nonDerivative · entry 2 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,100 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2018 of the restricted stock units awarded to the reporting person on June 1, 2016. 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 |
| June 01, 2018 Filed Jun 4, 2018 20:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035139 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,615 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, 2017 Filed Aug 3, 2017 20:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 9,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047358 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,865 F1 · shares: The securities awarded on August 1, 2017 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 installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,750 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-037642 · doc4.xml · derivative · entry 4 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Underlying: common stock · 1,750 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 June 1, 2016, the reporting person was granted 7000 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 June 1, 2016, the reporting person was granted 7000 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 |
| June 01, 2017 Filed Jun 5, 2017 19:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 5,430 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-037642 · doc4.xml · derivative · entry 3 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 5,430 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 June 1, 2016, the reporting person was granted 5430 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. F4 · derivative.expiration_date: On June 1, 2016, the reporting person was granted 5430 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 19:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 2,329 | $39.45 | $91,879.05 |
DisclosureSEC source: 0001209191-17-037642 · doc4.xml · nonDerivative · entry 2 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,851 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2017 of the restricted stock units awarded to the reporting person on June 1, 2016. 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 |
| June 01, 2017 Filed Jun 5, 2017 19:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 7,180 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037642 · doc4.xml · nonDerivative · entry 1 Brothers Mack · CIK 0001674304 · Chief Consulting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,180 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.