Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FORRESTER RESEARCH, INC.FORR · Entity 412 | Director | June 03, 2024 | June 04, 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 03, 2024 · Filed June 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 20,362 |
Reported balance
After 2024-06-03 transaction · row 1
1 source rowRow 1 · 2024-06-03 · Grant · Acquired 6,737 · Balance 20,362 F1: The securities awarded on June 3, 2024 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 and consecutive installments. The first tranche will vest on September 1, 2024, with an equal number of shares vesting on each of December 1, 2024 and March 1, 2025, and the balance of the shares vesting on June 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The securities awarded on June 3, 2024 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 and consecutive installments. The first tranche will vest on September 1, 2024, with an equal number of shares vesting on each of December 1, 2024 and March 1, 2025, and the balance of the shares vesting on June 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 |
|---|---|---|---|---|---|---|
| June 03, 2024 Filed Jun 4, 2024 15:08 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 6,737 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-068352 · ownership.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,362 F1 · shares: The securities awarded on June 3, 2024 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 and consecutive installments. The first tranche will vest on September 1, 2024, with an equal number of shares vesting on each of December 1, 2024 and March 1, 2025, and the balance of the shares vesting on June 1, 2025. Read SEC document |
| June 01, 2023 Filed Jun 2, 2023 17:22 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 4,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033571 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,625 F1 · price: The securities awarded on June 1, 2023 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 and consecutive installments. The first tranche will vest on September 1, 2023, with an equal number of shares vesting on each of December 1, 2023 and March 1, 2024, and the balance of the shares vesting on June 1, 2024. Read SEC document |
| June 01, 2022 Filed Jun 3, 2022 16:25 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 2,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-033855 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,489 F1 · price: The securities awarded on June 1, 2022 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 and consecutive installments. The first tranche will vest on September 1, 2022, with an equal number of shares vesting on each of December 1, 2022 and March 1, 2023, and the balance of the shares vesting on June 1, 2023. Read SEC document |
| May 10, 2022 Filed May 12, 2022 13:05 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 2,000 | $50.53 | $101,060.00 |
DisclosureSEC source: 0001209191-22-028459 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,183 Read SEC document |
| August 30, 2021 Filed Aug 31, 2021 13:34 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 850 | $48.20 | $40,965.75 |
DisclosureSEC source: 0001209191-21-053996 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,183 Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 20:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 2,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-037269 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,033 F1 · shares: The securities awarded on June 1, 2021 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 and consecutive installments. The first tranche will vest on September 1, 2021, with an equal number of shares vesting on each of December 1, 2021 and March 1, 2022, and the balance of the shares vesting on June 1, 2022. Read SEC document |
| November 02, 2020 Filed Nov 3, 2020 18:57 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 2,000 | $37.75 | $75,500.00 |
DisclosureSEC source: 0001209191-20-056553 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,261 Read SEC document |
| June 01, 2020 Filed Jun 2, 2020 18:57 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 3,343 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-033415 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,261 F1 · shares: The securities awarded on June 1, 2020 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 and consecutive installments. The first tranche will vest on September 1, 2020, with an equal number of shares vesting on each of December 1, 2020 and March 1, 2021, and the balance of the shares vesting on June 1, 2021. Read SEC document |
| June 03, 2019 Filed Jun 4, 2019 19:47 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-034203 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,918 F1 · shares: The securities awarded on June 3, 2019 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 and consecutive installments. The first tranche will vest on September 1, 2019, with an equal number of shares vesting on each of December 1, 2019 and March 1, 2020, and the balance of the shares vesting on June 1, 2020. Read SEC document |
| March 06, 2019 Filed Mar 6, 2019 20:14 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 353 | $49.00 | $17,297.00 |
DisclosureSEC source: 0001209191-19-017288 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,288 F1 · price: This transaction was executed in multiple trades at prices ranging from $48.85 to $49.10. 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 |
| December 11, 2018 Filed Dec 11, 2018 23:02 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 353 | $43.30 | $15,283.81 |
DisclosureSEC source: 0001209191-18-062064 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,991 Read SEC document |
| December 11, 2018 Filed Mar 6, 2019 20:12 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 353 | $43.30 | $15,283.81 |
DisclosureSEC source: 0001209191-19-017286 · doc4a.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,641 Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 17:51 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 350 | $47.85 | $16,747.50 |
DisclosureSEC source: 0001209191-18-050203 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994 Read SEC document |
| June 14, 2018 Filed Jun 18, 2018 17:58 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 380 | $42.95 | $16,321.00 |
DisclosureSEC source: 0001209191-18-038249 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,344 Read SEC document |
| June 01, 2018 Filed Jun 4, 2018 20:35 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 2,823 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-035121 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,724 F1 · shares: The securities awarded on June 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 and consecutive installments. The first tranche will vest on September 1, 2018, with an equal number of shares vesting on each of December 1, 2018 and March 1, 2019, and the balance of the shares vesting on June 1, 2019. Read SEC document |
| March 14, 2018 Filed Mar 14, 2018 21:19 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 380 | $42.61 | $16,191.46 |
DisclosureSEC source: 0001209191-18-019641 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,901 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 20:10 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 380 | $45.65 | $17,347.00 |
DisclosureSEC source: 0001209191-17-064972 · doc4a.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,281 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 19:56 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 380 | $45.65 | $17,347.00 |
DisclosureSEC source: 0001209191-17-064968 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661 Read SEC document |
| November 03, 2017 Filed Nov 7, 2017 20:39 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 380 | $45.91 | $17,445.80 |
DisclosureSEC source: 0001209191-17-059585 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,661 Read SEC document |
| June 01, 2017 Filed Jun 5, 2017 16:08 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantCommon Stock | 3,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-037553 · doc4.xml · nonDerivative · entry 1 Boyce David · CIK 0001708201 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,041 F1 · shares: The securities awarded on June 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 and consecutive installments. The first tranche will vest on September 1, 2017, with an equal number of shares vesting on each of December 1, 2017 and March 1, 2018, and the balance of the shares vesting on June 1, 2018. 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.