Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Director · Chairman and CEO · 10% owner | June 12, 2024 | June 13, 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 June 12, 2024 · Filed June 13, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,625,801 |
Ending reported balance
After 2024-06-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-06-12 · Gift · Acquired 204,000 · Balance 6,623,019 Row 2 · 2024-06-13 · Gift · Acquired 2,782 · Balance 6,625,801 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 544,798 |
Last balance in matching sequence
After 2024-06-13 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2024-06-12 · Gift · Disposed 204,000 · Balance 547,580 F1: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Row 4 · 2024-06-13 · Gift · Disposed 2,782 · Balance 544,798 F1: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 209,812 |
Reported balance
Holding disclosure · report date 2024-06-12 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 209,812 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose.
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 |
|---|---|---|---|---|---|---|
| June 13, 2024 Filed Jun 13, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073118 · ownership.xml · nonDerivative · entry 4 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 544,798 F1 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| June 13, 2024 Filed Jun 13, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073118 · ownership.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,625,801 Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 204,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073118 · ownership.xml · nonDerivative · entry 3 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 547,580 F1 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| June 12, 2024 Filed Jun 13, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 204,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-073118 · ownership.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,623,019 Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067422 · ownership.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 751,580 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| May 29, 2024 Filed May 31, 2024 21:00 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-067422 · ownership.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,419,019 F1 · balance_after: Reflects exempt transfers between the reporting person and George F. Colony Grantor Retained Annuity Trusts No. 39 to 43. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030201 · ownership.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 501,580 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by trusts of which his spouse is the trustee, and this report should not be deemed an adimisson that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| March 12, 2024 Filed Mar 12, 2024 21:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-030201 · ownership.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman and CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,587,597 F1 · balance_after: Reflects exempt transfers between the reporting person and George F. Colony Grantor Retained Annuity Trusts No. 37 to 43. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 18:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036969 · doc4.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 251,580 F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by his spouse and by a trust of which his spouse is the trustee, and this report should not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| June 12, 2023 Filed Jun 14, 2023 18:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 250,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-036969 · doc4.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,297,409 F1 · balance_after: Reflects exempt transfers between the reporting person and George F. Colony Grantor Retained Annuity Trusts No. 37 to 43. Read SEC document |
| September 14, 2021 Filed Jan 31, 2022 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 41,749 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003635 · doc5.xml · nonDerivative · entry 4 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,152,788 F3 · ownership.nature: Reflects exempt transfers between the reporting person and George F. Colony Grantor Retained Annuity Trusts 30 to 38. The reported shares are held by six separate George F. Colony Grantor Retained Annuity Trusts: 160,349 in Trust 33; 165,600 in Trust 34; 165,009 in Trust 36; 161,830 in Trust 36; 250,000 in Trust 37; and 250,000 in Trust 38. Read SEC document |
| September 14, 2021 Filed Jan 13, 2023 21:05 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 192,038 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-001735 · doc5.xml · nonDerivative · entry 3 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 1,302,725 F3 · ownership.nature: Reflects exempt transfers between the reporting person and George F. Colony Grantor Retained Annuity Trusts 30 to 38. The reported shares are held by six separate George F. Colony Grantor Retained Annuity Trusts: 146,725 in Trust 37; 156,000 in Trust 38; 250,000 in Trust 39; 250,000 in Trust 40; 250,000 in Trust 41; and 250,000 in Trust 42. Read SEC document |
| March 01, 2021 Filed Jan 31, 2022 21:10 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 150,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-003635 · doc5.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Colony Family Investments LLC Disclosed balance after: 0 Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 18:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | OtherCommon Stock | 150,000 | $42.64 | $6,396,000.00 |
DisclosureSEC source: 0001209191-20-063715 · doc4.xml · nonDerivative · entry 2 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · Colony Family Investments LLC Disclosed balance after: 150,000 F1 · kind: The reporting person contributed 150,000 shares to Colony Family Investments, LLC. F2 · ownership.nature: The reporting person disclaims beneficial ownership of all securities owned by Colony Family Investments, LLC and spouse and this report should not be deemed an admission that the reporting person is the beneficial owner of such securities for purposes of Section 16 or any other purpose. Read SEC document |
| December 15, 2020 Filed Dec 16, 2020 18:27 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | OtherCommon Stock | 150,000 | $42.64 | $6,396,000.00 |
DisclosureSEC source: 0001209191-20-063715 · doc4.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,276,250 F1 · kind: The reporting person contributed 150,000 shares to Colony Family Investments, LLC. Read SEC document |
| December 01, 2017 Filed Feb 6, 2018 22:45 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GiftCommon Stock | 170,000 | $45.86 | $7,796,200.00 |
DisclosureSEC source: 0001209191-18-007943 · doc4.xml · nonDerivative · entry 1 COLONY GEORGE F · CIK 0001033665 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,873,618 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.