Nathaniel Swan - 01 Apr 2025 Form 4 Insider Report for FORRESTER RESEARCH, INC. (FORR)

Reporting relationship: Chief Sales Officer
Issuer ticker: FORR
Reported as of: 01 Apr 2025
Net transaction value: -$25,122
SEC form: 4
Accepted by SEC: 03 Apr 2025, 09:20:08 UTC
Prior SEC filing: 04 Feb 2025
Source filing: View source filing
Reporting owner signature: Maite Garcia, attorney-in-fact for Nathaniel Swan

Key filing fact

Nathaniel Swan filed Form 4 for FORRESTER RESEARCH, INC. (FORR) on 03 Apr 2025.

Key facts

This page summarizes Nathaniel Swan's Form 4 filing for FORRESTER RESEARCH, INC. (FORR).
5 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 03 Apr 2025, 09:20.

Change

Previous filing in this sequence was filed on 04 Feb 2025.
Current net transaction value: -$25,122.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

FORR transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +6,001
Change %: +95%
Price: $0.000000
Shares after: 12,350
Date: 01 Apr 2025
Ownership: Direct
Footnotes: F1

FORR transaction

Common Stock

Tax liability

Transaction value: $25,122
Shares: -2,684
Change %: -22%
Price: $9.36
Shares after: 9,666
Date: 01 Apr 2025
Ownership: Direct
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

FORR transaction Derivative

Restricted Stock Units

Options Exercise

Transaction value: $0
Shares: -6,001
Change %: -25%
Price: $0.000000
Shares after: 18,002
Date: 01 Apr 2025
Ownership: Direct
Underlying class: common stock
Underlying amount: 6,001
Exercise price: $0.000000
Footnotes: F3, F4

FORR transaction Derivative

Restricted Stock Units

Award

Transaction value: $0
Shares: +33,333
Change %
Price: $0.000000
Shares after: 33,333
Date: 01 Apr 2025
Ownership: Direct
Underlying class: common stock
Underlying amount: 33,333
Exercise price: $0.000000
Footnotes: F3, F5

FORR transaction Derivative

Non-Qualified STock Options (Right to Buy)

Award

Transaction value: $0
Shares: +66,666
Change %
Price: $0.000000
Shares after: 66,666
Date: 01 Apr 2025
Ownership: Direct
Underlying class: common stock
Underlying amount: 66,666
Exercise price: $9.36
Footnotes: F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Represents the conversion, upon vesting, of restricted stock units into common stock.

Footnote 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.

Footnote F3

Each Restricted Stock Unit is the equivalent of one share of Forrester Research, Inc. common stock.

Footnote 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.

Footnote 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.

Footnote F6

The Options become exercisable in four equal installments on the first, second, third, and fourth anniversaries of the grant date.