Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Chief Sales Officer | April 01, 2025 | April 03, 2025 |
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 April 01, 2025 · Filed April 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,666 |
Ending reported balance
After 2025-04-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-04-01 · Exercise / conversion · Acquired 6,001 · Balance 12,350 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2025-04-01 · Tax withholding · Disposed 2,684 · Balance 9,666 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2025 of the restricted stock units awarded to the reporting person on April 1, 2024. 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 | 18,002 |
Reported balance
After 2025-04-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-04-01 · Exercise / conversion · Disposed 6,001 · Balance 18,002 F3: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F4: On April 1, 2024, the reporting person was granted 24,003 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 | 33,333 |
Reported balance
After 2025-04-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2025-04-01 · Grant · Acquired 33,333 · Balance 33,333 F3: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F5: On April 1, 2025, the reporting person was granted 33,333 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. |
| Non-Qualified STock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $9.36 · Expires 2035-03-31 | Direct | 66,666 |
Reported balance
After 2025-04-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2025-04-01 · Grant · Acquired 66,666 · Balance 66,666 F6: The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries 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 April 1, 2025 of the restricted stock units awarded to the reporting person on April 1, 2024. 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 is the equivalent of one share of Forrester Research, Inc. common stock.
F4: On April 1, 2024, the reporting person was granted 24,003 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: On April 1, 2025, the reporting person was granted 33,333 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: The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries 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 |
|---|---|---|---|---|---|---|
| April 01, 2025 Filed Apr 3, 2025 13:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantNon-Qualified STock Options (Right to Buy) · Derivative | 66,666 | $0.00 Strike: $9.36 | $0.00 |
DisclosureSEC source: 0000950170-25-049965 · ownership.xml · derivative · entry 5 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 66,666 Underlying: common stock · 66,666 shares Expires 2035-03-31 F6 · 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 |
| April 01, 2025 Filed Apr 3, 2025 13:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 33,333 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049965 · ownership.xml · derivative · entry 4 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,333 Underlying: common stock · 33,333 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F5 · derivative.exercise_date: On April 1, 2025, the reporting person was granted 33,333 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 33,333 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, 2025 Filed Apr 3, 2025 13:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 6,001 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049965 · ownership.xml · derivative · entry 3 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,002 Underlying: common stock · 6,001 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 April 1, 2024, the reporting person was granted 24,003 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 24,003 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, 2025 Filed Apr 3, 2025 13:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 2,684 | $9.36 | $25,122.24 |
DisclosureSEC source: 0000950170-25-049965 · ownership.xml · nonDerivative · entry 2 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,666 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on April 1, 2025 of the restricted stock units awarded to the reporting person on April 1, 2024. 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 |
| April 01, 2025 Filed Apr 3, 2025 13:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 6,001 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-049965 · ownership.xml · nonDerivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,350 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 |
| February 01, 2025 Filed Feb 4, 2025 15:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 3,300 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-012928 · ownership.xml · derivative · entry 3 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,599 Underlying: common stock · 3,300 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 February 1, 2023, the reporting person was granted 13,199 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. F4 · derivative.expiration_date: On February 1, 2023, the reporting person was granted 13,199 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 15:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,156 | $15.25 | $17,629.00 |
DisclosureSEC source: 0000950170-25-012928 · ownership.xml · nonDerivative · entry 2 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,698 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on February 1, 2025 of the restricted stock units awarded to the reporting person on February 1, 2023. The awards include a provision for the withholdingof shares by the Issuer to satisfy withholding taxes due as a result of the vesting of the awards. Read SEC document |
| February 01, 2025 Filed Feb 4, 2025 15:32 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-012928 · ownership.xml · nonDerivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,854 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, 2024 Filed Apr 3, 2024 18:45 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 24,003 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-040907 · ownership.xml · derivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,003 Underlying: Common Stock · 24,003 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: On April 1, 2024, the reporting person was granted 24,003 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. F2 · derivative.expiration_date: On April 1, 2024, the reporting person was granted 24,003 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 |
| February 01, 2024 Filed Feb 2, 2024 22:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,143 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010608 · ownership.xml · derivative · entry 3 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,899 Underlying: Common Stock · 3,300 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 February 1, 2023, the reporting person was granted 13,199 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. F4 · derivative.expiration_date: On February 1, 2023, the reporting person was granted 13,199 Restricted Stock Units that vest and convert into common stock on the first anniversary of the grant date. Read SEC document |
| February 01, 2024 Filed Feb 2, 2024 22:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,143 | $25.80 | $29,489.40 |
DisclosureSEC source: 0000950170-24-010608 · ownership.xml · nonDerivative · entry 2 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,535 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on February 1, 2024 of the restricted stock units awarded to the reporting person on February 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 |
| February 01, 2024 Filed Feb 2, 2024 22:09 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 3,300 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-010608 · ownership.xml · nonDerivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,678 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, 2023 Filed Mar 3, 2023 22:13 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 30,266 | $0.00 Strike: $33.04 | $0.00 |
DisclosureSEC source: 0001209191-23-015737 · doc4.xml · derivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,266 Underlying: common stock · 30,266 shares Expires 2033-02-28 F1 · 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 |
| February 01, 2023 Filed Feb 3, 2023 20:40 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantRestricted Stock Units · Derivative | 13,199 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006716 · doc4.xml · derivative · entry 1 Swan Nathaniel · CIK 0001960902 · Chief Sales Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,199 Underlying: common stock · 13,199 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 February 1, 2023, the reporting person was granted 13,199 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. F2 · derivative.expiration_date: On February 1, 2023, the reporting person was granted 13,199 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.