Forrester Research (FORR) CMO logs RSU vesting with shares withheld for taxes
Rhea-AI Filing Summary
FORRESTER RESEARCH, INC. Chief Marketing Officer Andrew Cox reported equity compensation activity on August 1, 2026. A portion of his prior award vested, converting 308 Restricted Stock Units into an equal number of common shares, and 106 common shares were withheld by the issuer at $11.50 per share to satisfy tax obligations. After this vesting, 308 Restricted Stock Units were reported as held from the original grant.
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Insider Trade Summary
Net Buyer: 202 shares
Net Buy
3 txns
Insider
Cox Andrew
Role
Chief Marketing Officer
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Exercise | Restricted Stock Units F3, F4 | 308 | $0.00 | $0.00 |
| Exercise | Common Stock F1 | 308 | $0.00 | $0.00 |
| Tax Withholding | Common Stock F2 | 106 | $11.50 | $1K |
Holdings After Transaction:
Restricted Stock Units — 308 shares (Direct);
Common Stock — 5,675 shares (Direct)
Footnotes (4)
- F1. Represents the conversion, upon vesting, of restricted stock units into common stock.
- F2. Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on August 1, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023. 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.
- F3. Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock.
- F4. On August 1, 2023, the reporting person was granted 1,234 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.
Key Figures
RSUs Converted: 308 Restricted Stock Units
Shares Withheld for Taxes: 106 shares
Tax Withholding Price: $11.50 per share
+2 more
5 metrics
RSUs Converted
308 Restricted Stock Units
Number of Restricted Stock Units that vested and converted into common stock on August 1, 2026
Shares Withheld for Taxes
106 shares
Common shares withheld by the issuer to satisfy tax withholding obligations on vesting
Tax Withholding Price
$11.50 per share
Per-share value applied to the 106 shares withheld for tax obligations
RSUs Remaining After Transaction
308 Restricted Stock Units
Restricted Stock Units reported as held following the August 1, 2026 transaction
Original RSU Grant Size
1,234 Restricted Stock Units
RSUs granted to Andrew Cox on August 1, 2023, vesting in four equal installments
Key Terms
Restricted Stock Units, tax withholding obligations, vesting, derivative security
4 terms
Restricted Stock Units financial
"Represents the conversion, upon vesting, of restricted stock units into common stock."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
tax withholding obligations financial
"Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting"
vesting financial
"that vest and convert into common stock in four equal and consecutive installments"
Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.
derivative security financial
"Exercise or conversion of derivative security"
A derivative security is a financial contract whose value comes from the price or performance of something else, such as a stock, bond, commodity, or market index. For investors it acts like an insurance policy or a wager: it can be used to protect against losses, lock in prices, or amplify gains and losses, so it can change a portfolio’s risk and potential return without owning the underlying asset directly.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Forrester Research (FORR) report for Andrew Cox?
Andrew Cox reported vesting-related equity activity, where 308 Restricted Stock Units converted into common stock on August 1, 2026. As part of this event, 106 common shares were withheld by Forrester Research to cover tax withholding obligations tied to the vesting.
What RSU vesting did Andrew Cox report at Forrester Research (FORR)?
Andrew Cox reported the vesting and conversion of 308 Restricted Stock Units into common stock on August 1, 2026. Each unit converts into one share of common stock, reflecting a scheduled installment from an equity award originally granted on August 1, 2023.
How large was Andrew Cox’s original RSU grant at Forrester Research (FORR)?
The original award granted to Andrew Cox was 1,234 Restricted Stock Units on August 1, 2023. According to the disclosure, these RSUs vest and convert into common stock in four equal, consecutive installments starting on the first anniversary of the grant date.
How many Restricted Stock Units does Andrew Cox still hold at Forrester Research (FORR)?
After the reported August 1, 2026 vesting event, Andrew Cox is shown holding 308 Restricted Stock Units. This remaining balance reflects unconverted units from his prior grant, which continue to represent rights to receive common stock upon future vesting.