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, 2026 | August 04, 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 01, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,675 |
Ending reported balance
After 2026-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-08-01 · Exercise / conversion · Acquired 308 · Balance 5,781 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2026-08-01 · Tax withholding · Disposed 106 · Balance 5,675 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023. 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 | 308 |
Reported balance
After 2026-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-08-01 · Exercise / conversion · Disposed 308 · Balance 308 F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4: On August 1, 2023, the reporting person was granted 1,234 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. |
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, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023. 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, 2023, the reporting person was granted 1,234 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.
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, 2026 Filed Aug 4, 2026 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 308 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-332399 · ownership.xml · derivative · entry 3 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 308 Underlying: Common Stock · 106 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. F4 · derivative.exercise_date: On August 1, 2023, the reporting person was granted 1,234 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, 2023, the reporting person was granted 1,234 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, 2026 Filed Aug 4, 2026 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 106 | $11.50 | $1,219.00 |
DisclosureSEC source: 0001193125-26-332399 · ownership.xml · nonDerivative · entry 2 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,675 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023. 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, 2026 Filed Aug 4, 2026 18:30 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-332399 · ownership.xml · nonDerivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,781 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 |
| June 01, 2026 Filed Jun 2, 2026 17:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 4,264 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-253007 · ownership.xml · derivative · entry 3 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,792 Underlying: Common Stock · 4,264 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. F4 · derivative.exercise_date: On June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029. F4 · derivative.expiration_date: On June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 17:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,568 | $7.22 | $11,320.96 |
DisclosureSEC source: 0001193125-26-253007 · ownership.xml · nonDerivative · entry 2 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,473 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2026 of the restricted stock units awarded to the reporting person on June 2, 2025. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| June 01, 2026 Filed Jun 2, 2026 17:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-253007 · ownership.xml · nonDerivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,041 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 |
| April 01, 2026 Filed Apr 2, 2026 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 25,000 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140478 · ownership.xml · derivative · entry 5 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 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. F6 · derivative.exercise_date: On April 1, 2026, the reporting person was granted 25,000 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 April 1, 2026, the reporting person was granted 25,000 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 |
| April 01, 2026 Filed Apr 2, 2026 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,336 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140478 · ownership.xml · derivative · entry 4 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,005 Underlying: Common Stock · 1,336 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 · derivative.exercise_date: On April 1, 2025, the reporting person was granted 5,341 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 April 1, 2025, the reporting person was granted 5,341 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 |
| April 01, 2026 Filed Apr 2, 2026 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 480 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140478 · ownership.xml · derivative · entry 3 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960 Underlying: Common Stock · 480 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. F4 · derivative.exercise_date: On April 1, 2024, the reporting person was granted 1,920 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 April 1, 2024, the reporting person was granted 1,920 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 |
| April 01, 2026 Filed Apr 2, 2026 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 723 | $5.39 | $3,896.97 |
DisclosureSEC source: 0001193125-26-140478 · ownership.xml · nonDerivative · entry 2 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,777 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2026 of the restricted stock units awarded to the reporting person on April 1, 2024 and April 1, 205. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,816 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-140478 · ownership.xml · nonDerivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,500 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, 2026 Filed Mar 3, 2026 21:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 190 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088289 · ownership.xml · derivative · entry 3 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 190 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 is the equivalent of one share of Forrester Research, Inc. common stock. F4 · derivative.exercise_date: On March 1, 2022, the reporting person was granted 762 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 March 1, 2022, the reporting person was granted 762 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 |
| March 01, 2026 Filed Mar 3, 2026 21:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 75 | $5.98 | $448.50 |
DisclosureSEC source: 0001193125-26-088289 · ownership.xml · nonDerivative · entry 2 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,684 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on March 1, 2026 of the restricted stock units awarded to the reporting person on March 1, 2022. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| March 01, 2026 Filed Mar 3, 2026 21:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-088289 · ownership.xml · nonDerivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,759 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, 2025 Filed Aug 5, 2025 17:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 309 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-102744 · ownership.xml · derivative · entry 4 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 616 Underlying: common stock · 309 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 · derivative.exercise_date: On August 1, 2023, the reporting person was granted 1234 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2024, August 1, 2025, August 1, 2026 and August 1, 2027. F5 · derivative.expiration_date: On August 1, 2023, the reporting person was granted 1234 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2024, August 1, 2025, August 1, 2026 and August 1, 2027. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 17:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 137 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-102744 · ownership.xml · derivative · entry 3 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 137 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. F4 · derivative.exercise_date: On August 2, 2021, the reporting person was granted 550 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2022, August 1, 2023, August 1, 2024 and August 1, 2025. F4 · derivative.expiration_date: On August 2, 2021, the reporting person was granted 550 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2022, August 1, 2023, August 1, 2024 and August 1, 2025. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 17:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 153 | $10.94 | $1,673.82 |
DisclosureSEC source: 0000950170-25-102744 · ownership.xml · nonDerivative · entry 2 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,569 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2025 of the restricted stock units awarded to the reporting person on August 2, 2021 and August 1, 2023. The awards include a provision for the withholding of shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 17:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 446 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-102744 · ownership.xml · nonDerivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,722 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 |
| June 02, 2025 Filed Jun 3, 2025 18:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 17,056 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-080770 · ownership.xml · derivative · entry 1 Cox Andrew · CIK 0002070719 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,056 Underlying: common stock · 17,056 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. F3 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F2 · derivative.exercise_date: On June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029. F2 · derivative.expiration_date: On June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029. 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.