Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief Marketing 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 | 14,297 |
Ending reported balance
After 2019-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-08-01 · Exercise / conversion · Acquired 1,547 · Balance 15,666 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2019-08-01 · Tax withholding · Disposed 1,369 · Balance 14,297 F2: 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, 2016, 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 · Conversion / exercise price $0.00 | Direct | 1,547 |
Reported balance
After 2019-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2019-08-01 · Exercise / conversion · Disposed 1,547 · Balance 1,547 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, 2016, the reporting person was granted 6189 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 $0.00 | Direct | 6,485 |
Reported balance
After 2019-08-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2019-08-01 · Grant · Acquired 6,485 · Balance 6,485 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: 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 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, 2019 of the restricted stock units awarded to the reporting person on August 1, 2016, 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.
F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F4: On August 1, 2016, the reporting person was granted 6189 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: 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.
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 13:42 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 6,485 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044409 · doc4.xml · derivative · entry 4 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,485 Underlying: common stock · 6,485 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. F6 · 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. F6 · 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 13:42 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,547 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044409 · doc4.xml · derivative · entry 3 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,547 Underlying: common stock · 1,547 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, 2016, the reporting person was granted 6189 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, 2016, the reporting person was granted 6189 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, 2019 Filed Aug 5, 2019 13:42 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,369 | $42.40 | $58,045.60 |
DisclosureSEC source: 0001209191-19-044409 · doc4.xml · nonDerivative · entry 2 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,297 F2 · 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, 2016, 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, 2019 Filed Aug 5, 2019 13:42 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044409 · doc4.xml · nonDerivative · entry 1 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,666 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 18:23 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,547 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045224 · doc4.xml · derivative · entry 4 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,094 Underlying: common stock · 1,547 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, 2016, the reporting person was granted 6189 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, 2016, the reporting person was granted 6189 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, 2018 Filed Aug 3, 2018 18:23 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 5,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045224 · doc4.xml · nonDerivative · entry 3 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,119 F2 · 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 18:23 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 941 | $46.95 | $44,179.95 |
DisclosureSEC source: 0001209191-18-045224 · doc4.xml · nonDerivative · entry 2 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,262 Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:23 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045224 · doc4.xml · nonDerivative · entry 1 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,203 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 20:21 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,548 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047323 · doc4.xml · derivative · entry 4 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,641 Underlying: common stock · 1,548 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F6 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F5 · derivative.exercise_date: On August 1, 2016, the reporting person was granted 6189 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 · derivative.expiration_date: On August 1, 2016, the reporting person was granted 6189 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, 2017 Filed Aug 3, 2017 20:21 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 6,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047323 · doc4.xml · nonDerivative · entry 3 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,656 F3 · 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 |
| August 01, 2017 Filed Aug 3, 2017 20:21 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 502 | $41.60 | $20,883.20 |
DisclosureSEC source: 0001209191-17-047323 · doc4.xml · nonDerivative · entry 2 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2017 of the restricted stock units awarded to the reporting person on August 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 |
| August 01, 2017 Filed Aug 3, 2017 20:21 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047323 · doc4.xml · nonDerivative · entry 1 Milligan Victor · CIK 0001628636 · Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,548 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.