Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | CBTO | August 01, 2024 | August 05, 2024 |
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, 2024 · Filed August 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,067 |
Ending reported balance
After 2024-08-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-08-01 · Exercise / conversion · Acquired 3,425 · Balance 22,446 F1: Represents the conversion, upon vesting, of restricted stock units into common stock. Row 2 · 2024-08-01 · Tax withholding · Disposed 1,379 · Balance 21,067 F2: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2024 of the restricted stock units awarded to the reporting person on August 3, 2020 and August 2, 2021. 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2024-08-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-08-01 · Exercise / conversion · Disposed 1,910 · Balance 0 F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F4: On August 3, 2020, the reporting person was granted 7,641 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2021, August 1, 2022, August 1, 2023 and August 1, 2024. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 1,514 |
Reported balance
After 2024-08-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-08-01 · Exercise / conversion · Disposed 1,515 · Balance 1,514 F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F5: On August 2, 2021, the reporting person was granted 6,059 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. |
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, 2024 of the restricted stock units awarded to the reporting person on August 3, 2020 and August 2, 2021. 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.
F3: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
F4: On August 3, 2020, the reporting person was granted 7,641 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on August 1, 2021, August 1, 2022, August 1, 2023 and August 1, 2024.
F5: On August 2, 2021, the reporting person was granted 6,059 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.
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 14, 2018 Filed Aug 14, 2018 21:05 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 7,280 | $33.16 | $241,404.80 |
DisclosureSEC source: 0001209191-18-046639 · doc4.xml · nonDerivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,186 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 |
| August 14, 2018 Filed Aug 14, 2018 21:05 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 13,750 | $38.43 | $528,412.50 |
DisclosureSEC source: 0001209191-18-046639 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,906 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 |
| August 14, 2018 Filed Aug 14, 2018 21:05 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 8,750 | $36.18 | $316,575.00 |
DisclosureSEC source: 0001209191-18-046639 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,516 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 |
| August 03, 2018 Filed Aug 6, 2018 19:46 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,042 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045501 · doc4.xml · derivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041 Underlying: common stock · 1,042 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 3, 2015, the reporting person was granted 4167 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 3, 2015, the reporting person was granted 4167 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 03, 2018 Filed Aug 6, 2018 19:46 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 398 | $45.20 | $17,989.60 |
DisclosureSEC source: 0001209191-18-045501 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,406 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 3, 2018 of the restricted stock units awarded to the reporting person on August 3, 2015. 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 03, 2018 Filed Aug 6, 2018 19:46 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045501 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,804 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, 2018 Filed Aug 3, 2018 18:11 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,702 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-18-045206 · doc4.xml · derivative · entry 5 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,404 Underlying: common stock · 1,702 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F6 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F7 · derivative.exercise_date: On August 1, 2016, the reporting person was granted 6808 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. F7 · derivative.expiration_date: On August 1, 2016, the reporting person was granted 6808 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, 2018 Filed Aug 3, 2018 18:11 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,145 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-18-045206 · doc4.xml · derivative · entry 4 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 1,145 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F6 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F5 · derivative.exercise_date: On August 1, 2014, the reporting person was granted 4583 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 August 1, 2014, the reporting person was granted 4583 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, 2018 Filed Aug 3, 2018 18:11 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 5,857 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045206 · doc4.xml · nonDerivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,762 F3 · shares: The securities awarded on August 1, 2018 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 installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 01, 2018 Filed Aug 3, 2018 18:11 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 1,718 | $46.95 | $80,660.10 |
DisclosureSEC source: 0001209191-18-045206 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,905 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2018 of the restricted stock units awarded to the reporting person on August 1, 2014, August 1, 2016 and August 1, 2017. 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, 2018 Filed Aug 3, 2018 18:11 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,847 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-045206 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,623 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 03, 2017 Filed Aug 7, 2017 17:57 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,042 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047840 · doc4.xml · derivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: common stock · 1,042 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 3, 2015, the reporting person was granted 4167 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 3, 2015, the reporting person was granted 4167 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 03, 2017 Filed Aug 7, 2017 17:57 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 429 | $40.70 | $17,460.30 |
DisclosureSEC source: 0001209191-17-047840 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,806 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 3, 2017 of the restricted stock units awarded to the reporting person on August 3, 2015. 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 03, 2017 Filed Aug 7, 2017 17:57 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 1,042 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047840 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,235 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, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,702 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · derivative · entry 6 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,106 Underlying: common stock · 1,702 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. F5 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F7 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F8 · derivative.exercise_date: On August 1, 2016, the reporting person was granted 6808 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. F8 · derivative.expiration_date: On August 1, 2016, the reporting person was granted 6808 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, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 1,146 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · derivative · entry 5 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,145 Underlying: common stock · 1,146 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. F5 · derivative.exercise_price: Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. F7 · price: Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock. F6 · derivative.exercise_date: On August 1, 2014, the reporting person was granted 4583 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, 2014, the reporting person was granted 4583 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, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 6,610 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · nonDerivative · entry 4 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,193 F4 · shares: The securities awarded on August 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 installments on the first, second, third and fourth anniversaries of the grant date. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 701 | $41.60 | $29,161.60 |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · nonDerivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,583 F3 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2017 of the restricted stock units awarded to the reporting person on August 1, 2016. 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, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 472 | $41.60 | $19,635.20 |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,284 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2017 of the restricted stock units awarded to the reporting person on August 1, 2014. 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, 2017 Filed Aug 3, 2017 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,848 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047312 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,756 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 03, 2017 Filed Jun 6, 2017 14:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 729 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-17-038017 · doc4.xml · derivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 729 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 June 3, 2013, the reporting person was granted 2917 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 June 3, 2013, the reporting person was granted 2917 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 |
| June 03, 2017 Filed Jun 6, 2017 14:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Tax withholdingCommon Stock | 269 | $39.20 | $10,544.80 |
DisclosureSEC source: 0001209191-17-038017 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,908 F2 · shares: Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 3, 2017 of the restricted stock units awarded to the reporting person on June 3, 2013. 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 |
| June 03, 2017 Filed Jun 6, 2017 14:28 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-038017 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,177 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 15, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 3,125 | $0.00 Strike: $33.16 | $0.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · derivative · entry 10 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,375 Underlying: common stock · 3,125 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. 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 |
| May 15, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 4,060 | $0.00 Strike: $33.81 | $0.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · derivative · entry 9 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 4,060 shares Expires 2022-05-14 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 · 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 |
| May 15, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 6,155 | $40.05 | $246,507.75 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 6 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,448 Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 3,125 | $33.16 | $103,625.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 5 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,603 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 |
| May 15, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,060 | $33.81 | $137,268.60 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 4 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 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 |
| May 15, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,095 | $0.00 Strike: $33.16 | $0.00 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · derivative · entry 10 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,405 Underlying: common stock · 2,095 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. 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 |
| May 15, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 4,060 | $0.00 Strike: $33.81 | $0.00 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · derivative · entry 9 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 4,060 shares Expires 2022-05-14 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 · 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 |
| May 15, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 6,155 | $40.05 | $246,507.75 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 6 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,418 Read SEC document |
| May 15, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,095 | $33.16 | $69,470.20 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 5 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,573 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 |
| May 15, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 4,060 | $33.81 | $137,268.60 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 4 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,478 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 |
| May 12, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 2,440 | $0.00 Strike: $33.81 | $0.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · derivative · entry 8 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,060 Underlying: common stock · 2,440 shares Expires 2022-05-14 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 · 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 |
| May 12, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon Qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $31.89 | $0.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · derivative · entry 7 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 10,000 shares Expires 2021-10-02 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. 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 |
| May 12, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 12,440 | $40.01 | $497,724.40 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,418 Read SEC document |
| May 12, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,440 | $33.81 | $82,496.40 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,858 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 |
| May 12, 2017 Filed May 16, 2017 19:07 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 10,000 | $31.89 | $318,900.00 |
DisclosureSEC source: 0001209191-17-032591 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418 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 |
| May 12, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 2,440 | $0.00 Strike: $33.81 | $0.00 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · derivative · entry 8 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,060 Underlying: common stock · 2,440 shares Expires 2022-05-14 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 · 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 |
| May 12, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionNon-Qualified Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $31.89 | $0.00 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · derivative · entry 7 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 10,000 shares Expires 2021-10-02 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. 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 |
| May 12, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 12,440 | $40.01 | $497,724.40 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 3 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,418 Read SEC document |
| May 12, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 2,440 | $33.81 | $82,496.40 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 2 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,858 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 |
| May 12, 2017 Filed Aug 3, 2018 18:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 10,000 | $31.89 | $318,900.00 |
DisclosureSEC source: 0001209191-18-045204 · doc4a.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,418 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 23, 2016 Filed Nov 28, 2016 18:29 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 2,417 | $41.08 | $99,290.36 |
DisclosureSEC source: 0001209191-16-152135 · doc4.xml · nonDerivative · entry 1 Peltzman Steven P. · CIK 0001530736 · CBTO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,418 F1 · price: This transaction was executed in multiple trades at prices ranging from $41.05 to $41.13. 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.