Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Director | September 01, 2017 | September 05, 2017 |
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 September 01, 2017 · Filed September 05, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,097 |
Reported balance
After 2017-09-01 transaction · row 1
1 source rowRow 1 · 2017-09-01 · Exercise / conversion · Acquired 2,661 · Balance 20,097 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2017-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-09-01 · Exercise / conversion · Disposed 843 · Balance 0 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: On May 13, 2014, the reporting person was granted 3374 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 843 RSUs in connection with the reporting person's resignation from the Company's board of directors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 925 |
Reported balance
After 2017-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-09-01 · Exercise / conversion · Disposed 926 · Balance 925 F2: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5: On May 12, 2015, the reporting person was granted 3703 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 926 RSUs in connection with the reporting person's resignation from the Company's board of directors. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,784 |
Reported balance
After 2017-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2017-09-01 · Exercise / conversion · Disposed 892 · Balance 1,784 F2: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F6: On May 17, 2016, the reporting person was granted 3569 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 892 RSUs in connection with the reporting person's resignation from the Company's board of directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the conversion, upon vesting, of restricted stock units into common stock.
F2: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F3: On May 13, 2014, the reporting person was granted 3374 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 843 RSUs in connection with the reporting person's resignation from the Company's board of directors.
F4: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock.
F5: On May 12, 2015, the reporting person was granted 3703 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 926 RSUs in connection with the reporting person's resignation from the Company's board of directors.
F6: On May 17, 2016, the reporting person was granted 3569 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 892 RSUs in connection with the reporting person's resignation from the Company's board of directors.
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 |
|---|---|---|---|---|---|---|
| September 01, 2017 Filed Sep 5, 2017 21:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 892 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051410 · doc4.xml · derivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,784 Underlying: common stock · 892 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F6 · derivative.exercise_date: On May 17, 2016, the reporting person was granted 3569 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 892 RSUs in connection with the reporting person's resignation from the Company's board of directors. F6 · derivative.expiration_date: On May 17, 2016, the reporting person was granted 3569 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 892 RSUs in connection with the reporting person's resignation from the Company's board of directors. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 926 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051410 · doc4.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 925 Underlying: common stock · 926 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. F2 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5 · derivative.exercise_date: On May 12, 2015, the reporting person was granted 3703 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 926 RSUs in connection with the reporting person's resignation from the Company's board of directors. F5 · derivative.expiration_date: On May 12, 2015, the reporting person was granted 3703 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 926 RSUs in connection with the reporting person's resignation from the Company's board of directors. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 843 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051410 · doc4.xml · derivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 843 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. 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: On May 13, 2014, the reporting person was granted 3374 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 843 RSUs in connection with the reporting person's resignation from the Company's board of directors. F3 · derivative.expiration_date: On May 13, 2014, the reporting person was granted 3374 RSUs, vesting in four equal annual installments beginning on the first anniversary of the grant date. Effective September 1, 2017, the Compensation and Nominating Committee accelerated the vesting of 843 RSUs in connection with the reporting person's resignation from the Company's board of directors. Read SEC document |
| September 01, 2017 Filed Sep 5, 2017 21:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-051410 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,097 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 |
| July 12, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 11,200 | $0.00 Strike: $38.37 | $0.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · derivative · entry 8 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 11,200 shares Expires 2021-05-09 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 |
| July 12, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 11,200 | $40.59 | $454,608.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · nonDerivative · entry 5 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. F2 · price: This transaction was executed in multiple trades at prices ranging from $40.02 to $40.90. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected Read SEC document |
| July 12, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 11,200 | $38.37 | $429,744.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · nonDerivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,636 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 |
| July 11, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 800 | $0.00 Strike: $38.37 | $0.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · derivative · entry 7 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 800 shares Expires 2021-05-09 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 |
| July 11, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Options (Right to Buy) · Derivative | 388 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · derivative · entry 6 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 388 shares Expires 2020-05-10 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 |
| July 11, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,188 | $40.00 | $47,520.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · nonDerivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. Read SEC document |
| July 11, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 800 | $38.37 | $30,696.00 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,624 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 |
| July 11, 2017 Filed Jul 13, 2017 18:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 388 | $31.96 | $12,400.48 |
DisclosureSEC source: 0001209191-17-045006 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,824 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 |
| July 10, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 1,612 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · derivative · entry 6 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 388 Underlying: common stock · 1,612 shares Expires 2020-05-01 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 |
| July 10, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,612 | $40.00 | $64,480.00 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · nonDerivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,612 | $31.96 | $51,519.52 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · nonDerivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,048 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 |
| July 07, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 3,700 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · derivative · entry 5 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: common stock · 3,700 shares Expires 2020-05-01 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 |
| July 07, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 3,700 | $40.00 | $148,000.00 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. Read SEC document |
| July 07, 2017 Filed Jul 11, 2017 17:38 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 3,700 | $31.96 | $118,252.00 |
DisclosureSEC source: 0001209191-17-044740 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,136 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 |
| July 05, 2017 Filed Jul 6, 2017 17:39 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,300 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-043921 · doc4.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,700 Underlying: common stock · 2,300 shares Expires 2020-05-01 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 |
| July 05, 2017 Filed Jul 6, 2017 17:39 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 2,300 | $40.00 | $92,000.00 |
DisclosureSEC source: 0001209191-17-043921 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. Read SEC document |
| July 05, 2017 Filed Jul 6, 2017 17:39 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,300 | $31.96 | $73,508.00 |
DisclosureSEC source: 0001209191-17-043921 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,736 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 |
| June 16, 2017 Filed Jun 20, 2017 20:24 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-041094 · doc4.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: common stock · 4,000 shares Expires 2020-05-10 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 |
| June 16, 2017 Filed Jun 20, 2017 20:24 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 4,000 | $40.00 | $160,000.00 |
DisclosureSEC source: 0001209191-17-041094 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 Read SEC document |
| June 16, 2017 Filed Jun 20, 2017 20:24 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,000 | $31.96 | $127,840.00 |
DisclosureSEC source: 0001209191-17-041094 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,436 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 |
| June 16, 2017 Filed Jul 6, 2017 17:37 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $31.96 | $0.00 |
DisclosureSEC source: 0001209191-17-043918 · doc4a.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Underlying: common stock · 4,000 shares Expires 2020-05-10 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 |
| June 16, 2017 Filed Jul 6, 2017 17:37 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 4,000 | $40.00 | $160,000.00 |
DisclosureSEC source: 0001209191-17-043918 · doc4a.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: Reflects shares sold pursuant to a trading plan that was adopted on December 14, 2016 complying with rule 10b5-1 under the Securities Act of 1934, as amended. Read SEC document |
| June 16, 2017 Filed Jul 6, 2017 17:37 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,000 | $31.96 | $127,840.00 |
DisclosureSEC source: 0001209191-17-043918 · doc4a.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,436 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 |
| June 01, 2017 Filed Jun 5, 2017 16:23 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 3,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037573 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,436 F1 · shares: The securities awarded on June 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 and consecutive installments. The first tranche will vest on September 1, 2017, with an equal number of shares vesting on each of December 1, 2017 and March 1, 2018, and the balance of the shares vesting on June 1, 2018. Read SEC document |
| May 17, 2017 Filed May 19, 2017 13:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-033782 · doc4.xml · derivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,676 Underlying: common stock · 893 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. 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: On May 17, 2016, the reporting person was granted 3569 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. F3 · derivative.expiration_date: On May 17, 2016, the reporting person was granted 3569 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 |
| May 17, 2017 Filed May 19, 2017 13:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-033782 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,395 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| May 14, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · derivative · entry 6 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 869 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. 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. F6 · derivative.exercise_date: On May 14, 2013, the reporting person was granted 3478 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 May 14, 2013, the reporting person was granted 3478 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 |
| May 14, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · nonDerivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,502 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| May 13, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 843 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · derivative · entry 5 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 843 Underlying: common stock · 843 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. 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. F5 · derivative.exercise_date: On May 13, 2014, the reporting person was granted 3374 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 May 13, 2014, the reporting person was granted 3374 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 |
| May 13, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 843 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,633 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents the conversion, upon vesting, of restricted stock units into common stock. Read SEC document |
| May 12, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · derivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,851 Underlying: common stock · 926 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. 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: On May 12, 2015, the reporting person was granted 3703 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. F3 · derivative.expiration_date: On May 12, 2015, the reporting person was granted 3703 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 |
| May 12, 2017 Filed May 15, 2017 21:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-032395 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,790 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 |
| December 15, 2016 Filed Dec 15, 2016 21:42 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 7,200 | $42.66 | $307,152.00 |
DisclosureSEC source: 0001209191-16-155433 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,864 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.60 to $42.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $23.41 | $0.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · derivative · entry 8 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 10,000 shares Expires 2019-05-11 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 |
| December 07, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 10,000 | $40.37 | $403,700.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · nonDerivative · entry 5 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 F2 · price: This transaction was executed in multiple trades at prices ranging from $40.30 to $40.65. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 10,000 | $23.41 | $234,100.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · nonDerivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,064 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 |
| December 06, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $23.41 | $0.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · derivative · entry 7 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: common stock · 2,500 shares Expires 2019-05-11 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 |
| December 06, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 500 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · derivative · entry 6 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 500 shares Expires 2018-05-12 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 |
| December 06, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 3,000 | $40.17 | $120,510.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · nonDerivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 F1 · price: This transaction was executed in multiple trades at prices ranging from $40.10 to $40.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,500 | $23.41 | $58,525.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,064 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 |
| December 06, 2016 Filed Dec 8, 2016 18:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 500 | $30.95 | $15,475.00 |
DisclosureSEC source: 0001209191-16-154076 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,564 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 |
| November 30, 2016 Filed Dec 2, 2016 15:45 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 5,922 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001209191-16-152830 · doc4.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: common stock · 5,922 shares Expires 2018-05-12 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 |
| November 30, 2016 Filed Dec 2, 2016 15:45 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 5,922 | $41.02 | $242,920.44 |
DisclosureSEC source: 0001209191-16-152830 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.00 to $41.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected Read SEC document |
| November 30, 2016 Filed Dec 2, 2016 15:45 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 5,922 | $30.95 | $183,285.90 |
DisclosureSEC source: 0001209191-16-152830 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,986 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 |
| November 29, 2016 Filed Nov 30, 2016 20:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 5,300 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001209191-16-152442 · doc4.xml · derivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,422 Underlying: common stock · 5,300 shares Expires 2018-05-12 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 |
| November 29, 2016 Filed Nov 30, 2016 20:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 5,300 | $41.02 | $217,406.00 |
DisclosureSEC source: 0001209191-16-152442 · doc4.xml · nonDerivative · entry 2 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.00 to $41.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.