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 13, 2026 | August 14, 2026 |
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 13, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,409 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 5,000 · Balance 35,409 F1: This transaction was executed in multiple trades at prices ranging from $11.50 to $11.67. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was executed in multiple trades at prices ranging from $11.50 to $11.67. 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.
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 13:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 661 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044396 · doc4.xml · derivative · entry 4 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,322 Underlying: common stock · 661 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, 2017, the reporting person was granted 2644 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, 2017, the reporting person was granted 2644 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 13:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 681 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044396 · doc4.xml · derivative · entry 3 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 680 Underlying: common stock · 681 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 2723 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 2723 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 13:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon stock | 604 | $42.40 | $25,609.60 |
DisclosureSEC source: 0001209191-19-044396 · doc4.xml · nonDerivative · entry 2 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,145 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 13:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon stock | 1,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-044396 · doc4.xml · nonDerivative · entry 1 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,749 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 01, 2019 Filed Mar 5, 2019 16:52 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 1,750 | $0.00 Strike: $33.16 | $0.00 |
DisclosureSEC source: 0001209191-19-016149 · doc4.xml · derivative · entry 4 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Underlying: common stock · 1,750 shares Expires 2025-08-02 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_date: The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries of the grant date. Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:52 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 536 | $50.00 | $26,800.00 |
DisclosureSEC source: 0001209191-19-016149 · doc4.xml · nonDerivative · entry 3 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 821 Read SEC document |
| March 01, 2019 Filed Mar 5, 2019 16:52 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,750 | $50.03 | $87,552.50 |
DisclosureSEC source: 0001209191-19-016149 · doc4.xml · nonDerivative · entry 2 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,357 F1 · price: This transaction was executed in multiple trades at prices ranging from $50.00 to $50.07. 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 |
| March 01, 2019 Filed Mar 5, 2019 16:52 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,750 | $33.16 | $58,030.00 |
DisclosureSEC source: 0001209191-19-016149 · doc4.xml · nonDerivative · entry 1 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,107 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 01, 2018 Filed Nov 5, 2018 19:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 3,052 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-057098 · doc4.xml · derivative · entry 1 Johnson Carrie · CIK 0001756940 · Chief Research Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,052 Underlying: common stock · 3,052 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 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 installments beginning on the first anniversary of the grant date. 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.