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 | 27,226 |
Reported balance
After 2024-06-03 transaction · row 1
1 source rowRow 1 · 2024-06-03 · Grant · Acquired 6,737 · Balance 27,226 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 |
|---|---|---|---|---|---|---|
| May 14, 2016 Filed Nov 3, 2016 20:11 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 869 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-148157 · doc4a.xml · derivative · entry 2 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 869 Underlying: common stock · 869 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 May 14, 2013, the reporting person was granted 3478 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 May 14, 2013, the reporting person was granted 3478 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 |
| May 14, 2016 Filed Nov 3, 2016 20:11 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148157 · doc4a.xml · nonDerivative · entry 1 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,370 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. F2 · ownership.direct: 1,333 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 1,333 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 13, 2016 Filed Nov 3, 2016 20:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 844 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-148149 · doc4a.xml · derivative · entry 4 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,686 Underlying: common stock · 844 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. F6 · derivative.exercise_date: On May 13, 2014, the reporting person was granted 3374 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 May 13, 2014, the reporting person was granted 3374 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 |
| May 13, 2016 Filed Nov 3, 2016 20:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148149 · doc4a.xml · nonDerivative · entry 2 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,501 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. F2 · ownership.direct: 1,333 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 1,333 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 12, 2016 Filed Nov 3, 2016 20:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 926 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-16-148149 · doc4a.xml · derivative · entry 3 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,777 Underlying: common stock · 926 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 May 12, 2015, the reporting person was granted 3703 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 May 12, 2015, the reporting person was granted 3703 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 |
| May 12, 2016 Filed Nov 3, 2016 20:09 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148149 · doc4a.xml · nonDerivative · entry 1 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,657 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. F2 · ownership.direct: 1,333 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 1,333 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 08, 2016 Filed Nov 3, 2016 20:07 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionRestricted Stock Units · Derivative | 906 | Not disclosed Strike: $0.00 | Not disclosed |
DisclosureSEC source: 0001209191-16-148147 · doc4a.xml · derivative · entry 2 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: common stock · 906 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 May 8, 2012, the reporting person was granted 3625 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 May 8, 2012, the reporting person was granted 3625 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 |
| May 08, 2016 Filed Nov 3, 2016 20:07 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | Exercise / conversionCommon Stock | 906 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-148147 · doc4a.xml · nonDerivative · entry 1 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,731 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. F2 · ownership.direct: 1,333 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 1,333 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 18, 2015 Filed Nov 3, 2016 20:05 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 1,300 | $33.84 | $43,992.00 |
DisclosureSEC source: 0001209191-16-148139 · doc4a.xml · nonDerivative · entry 2 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,825 F3 · shares: Represents shares held in trust for Mr. Galford's children. F4 · ownership.direct: 1,333 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 1,333 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 15, 2015 Filed Nov 3, 2016 20:05 UTC Amendment | FORRESTER RESEARCH, INC. FORR · Entity 412 | SaleCommon Stock | 7,500 | $34.15 | $256,125.00 |
DisclosureSEC source: 0001209191-16-148139 · doc4a.xml · nonDerivative · entry 1 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,125 F1 · price: This transaction was executed in multiple trades at prices ranging from $34.01 to $34.48. 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 F2 · ownership.direct: 2,633 of these shares are held in trust for Mr. Galford's children, and Mr. Galford disclaims beneficial ownership of such 2,633 shares. The remainder of these shares are held directly by Mr. Galford. Read SEC document |
| May 10, 2011 Filed Dec 4, 2017 21:20 UTC | FORRESTER RESEARCH, INC. FORR · Entity 412 | GrantNon-Qualified Stock Option (Right to Buy) · Derivative | 12,000 | $0.00 Strike: $25.25 | $0.00 |
DisclosureSEC source: 0001209191-17-063541 · doc4.xml · derivative · entry 1 Galford Robert · CIK 0001290243 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,000 Underlying: common stock · 12,000 shares Expires 2021-05-09 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.