Forrester CPO reports RSU vesting and tax withholding

FORRESTER RESEARCH, INC.

Accepted by SEC EDGAR 03/03/2026 - 04:43 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

FORRESTER RESEARCH, INC. Chief Product Officer Carrie Johnson reported routine equity award activity. On March 1, 2026, restricted stock units vested and converted into 6,018 shares of common stock, while 2,566 shares were withheld by the company to cover tax obligations. After these transactions, Johnson directly owned 31,427 shares of common stock.

Insider Trade Summary

6,018 shares exercised/converted

Exercise 4 txns

Insider Johnson Carrie

Role Chief Product Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	2,235	$0.00	$0.00
Exercise	Restricted Stock Units	3,783	$0.00	$0.00
Exercise	Common Stock	6,018	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	2,566	$5.98	$15K

Holdings After Transaction: Restricted Stock Units — 3,784 contracts (Direct); Common Stock — 31,427 shares (Direct)

Footnotes (5)

1. F1. Represents the conversion, upon vesting, of restricted stock units into common stock.
2. F2. Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on March 1, 2026 of the restricted stock units awarded to the reporting person on March 1, 2022 and March 1, 2023. 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.
3. F3. Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
4. F4. On March 1, 2022, the reporting person was granted 8,940 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on beginning on the first anniversary of the grant date.
5. F5. On March 1, 2023, the reporting person was granted 15,133 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did FORR Chief Product Officer Carrie Johnson report?

Carrie Johnson reported vesting of restricted stock units that converted into common shares, plus share withholding for taxes. On March 1, 2026, 6,018 common shares were issued upon conversion and 2,566 shares were withheld by Forrester Research, Inc. to satisfy tax obligations.

How many Forrester Research (FORR) RSUs vested for Carrie Johnson?

On March 1, 2026, restricted stock units vested and converted into 6,018 shares of Forrester Research common stock. These RSUs came from grants originally awarded on March 1, 2022 and March 1, 2023, each vesting in four equal annual installments after the grant date.

Why were 2,566 FORR shares disposed of in Carrie Johnson’s Form 4?

The 2,566 shares were withheld by Forrester Research to cover tax withholding obligations upon RSU vesting. The awards specifically allow the issuer to withhold shares instead of cash payment for taxes due when the restricted stock units convert into common stock.

What does each Forrester Research (FORR) Restricted Stock Unit represent in this filing?

Each Restricted Stock Unit represents the right to receive one share of Forrester Research, Inc. common stock after vesting. When vesting occurs, the RSUs automatically convert into common shares, as reflected by the 6,018 shares of common stock reported as acquired on March 1, 2026.

What were the original FORR RSU grants disclosed for Carrie Johnson?

Carrie Johnson received 8,940 RSUs on March 1, 2022 and 15,133 RSUs on March 1, 2023. Each grant vests and converts into common stock in four equal, consecutive annual installments beginning on the first anniversary of the respective grant date, according to the footnotes.

How many FORR shares does Carrie Johnson own after these transactions?

Following the March 1, 2026 transactions, Carrie Johnson directly owned 31,427 shares of Forrester Research common stock. This figure reflects both the RSU conversions into 6,018 shares and the withholding of 2,566 shares to satisfy associated tax liabilities on the vesting event.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Johnson Carrie

(Last) (First) (Middle)

C/O FORRESTER RESEARCH, INC.

60 ACORN PARK DRIVE

(Street)

CAMBRIDGE MA 02140

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
FORRESTER RESEARCH, INC. [ FORR ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Product Officer

3. Date of Earliest Transaction (Month/Day/Year)
03/01/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/01/2026		M(1)		6,018	A	$0	33,993	D
Common Stock	03/01/2026		F		2,566(2)	D	$5.98	31,427	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares
Restricted Stock Units	$0(3)	03/01/2026		M			2,235	(4)	(4)	common stock	2,235	$0	0	D
Restricted Stock Units	$0(3)	03/01/2026		M			3,783	(5)	(5)	common stock	3,783	$0	3,784	D

Explanation of Responses:

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

2. Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on March 1, 2026 of the restricted stock units awarded to the reporting person on March 1, 2022 and March 1, 2023. 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.

3. Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.

4. On March 1, 2022, the reporting person was granted 8,940 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on beginning on the first anniversary of the grant date.

5. On March 1, 2023, the reporting person was granted 15,133 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.

	Maite Garcia, attorney-in-fact for Carrie Johnson	03/03/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
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