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 |
|---|---|---|---|---|---|---|
| November 29, 2016 Filed Nov 30, 2016 20:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 5,300 | $30.95 | $164,035.00 |
DisclosureSEC source: 0001209191-16-152442 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,364 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 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 778 | $0.00 Strike: $30.95 | $0.00 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · derivative · entry 9 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,722 Underlying: common stock · 778 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 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,452 | $0.00 Strike: $28.02 | $0.00 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · derivative · entry 8 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 6,452 shares Expires 2017-12-27 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 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 778 | $41.01 | $31,905.78 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · nonDerivative · entry 6 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 778 | $30.95 | $24,079.10 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · nonDerivative · entry 5 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,842 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 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 6,452 | $41.01 | $264,596.52 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · nonDerivative · entry 4 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,064 Read SEC document |
| November 28, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 6,452 | $28.02 | $180,785.04 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · nonDerivative · entry 3 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,516 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 25, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 6,048 | $0.00 Strike: $28.02 | $0.00 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · derivative · entry 7 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,452 Underlying: common stock · 6,048 shares Expires 2017-12-27 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 25, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 6,048 | $41.06 | $248,330.88 |
DisclosureSEC source: 0001209191-16-152190 · 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 $41.35. 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 25, 2016 Filed Nov 28, 2016 21:33 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 6,048 | $28.02 | $169,464.96 |
DisclosureSEC source: 0001209191-16-152190 · doc4.xml · nonDerivative · entry 1 WELLES MICHAEL · CIK 0001205738 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,112 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.