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Forrester Research (FORR) CTO reports RSU vesting and tax-share withholding

(Neutral)
(Neutral)
Form Type
4

Rhea-AI Filing Summary

FORRESTER RESEARCH, INC. Chief Technology Officer Michael Facemire reported RSU vesting on August 1, 2026. 2,605 shares of common stock were issued upon conversion of previously granted Restricted Stock Units, and 1,102 shares were withheld at $11.50 per share to cover tax obligations.

The RSUs relate to grants of 2,536 units awarded August 1, 2023 and 7,882 units awarded August 1, 2024, each vesting in four equal annual installments. The transactions are not reported as occurring under a Rule 10b5-1 trading plan.

Positive

  • None.

Negative

  • None.
Insider Facemire Michael
Role Chief Technology Officer
Type Security Shares Price Value
Exercise Restricted Stock Units F3, F4 634 $0.00 $0.00
Exercise Restricted Stock Units F3, F5 1,971 $0.00 $0.00
Exercise Common Stock F1 2,605 $0.00 $0.00
Tax Withholding Common Stock F2 1,102 $11.50 $13K
Holdings After Transaction: Restricted Stock Units — 4,574 shares (Direct); Common Stock — 8,109 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 August 1, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023 and August 1, 2024. 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 August 1, 2023, the reporting person was granted 2,536 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.
  5. F5. On August 1, 2024, the reporting person was granted 7,882 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.
RSU vesting shares 2,605 shares of common stock Shares issued to the CTO upon RSU conversion on August 1, 2026
Shares withheld for taxes 1,102 shares Common shares withheld to satisfy tax withholding obligations at vesting
Tax withholding price $11.50 per share Per-share value applied to the 1,102 withheld shares used for tax obligations
2023 RSU grant size 2,536 Restricted Stock Units RSUs granted August 1, 2023, vesting in four equal annual installments
2024 RSU grant size 7,882 Restricted Stock Units RSUs granted August 1, 2024, vesting in four equal annual installments
Restricted Stock Units financial
"Each Restricted Stock Unit represents the right to receive, following vesting, one share"
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"
vest and convert into common stock financial
"Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments"

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FAQ

What insider transaction did Michael Facemire report for FORR?

Michael Facemire reported RSU vesting that delivered 2,605 shares of Forrester Research common stock on August 1, 2026. Of these, 1,102 shares were withheld to satisfy tax obligations, leaving the remaining shares from the vested RSUs credited to his direct ownership.

How many FORR shares were withheld for taxes in this report?

The report shows 1,102 shares of Forrester Research common stock withheld to cover tax withholding obligations. These shares were valued at $11.50 per share and were taken from stock issued upon the vesting and conversion of previously granted Restricted Stock Units.

Which RSU grants to the FORR CTO are linked to the August 1, 2026 vesting?

The vesting is tied to 2,536 Restricted Stock Units granted on August 1, 2023 and 7,882 Restricted Stock Units granted on August 1, 2024. Both grants vest and convert into common stock in four equal, consecutive annual installments beginning on each grant’s first anniversary.

Were any FORR shares sold on the open market in this insider report?

The transactions do not show an open-market sale; instead, 1,102 shares were disposed of by withholding to satisfy tax obligations. The remaining portion of the 2,605 vested shares from Restricted Stock Units was retained as common stock by the Chief Technology Officer.

Is Michael Facemire’s FORR transaction reported under a Rule 10b5-1 plan?

The report does not classify these transactions as made under a Rule 10b5-1 trading plan. They reflect scheduled vesting and tax withholding related to Restricted Stock Units granted in 2023 and 2024, which convert into common stock according to their stated vesting schedules.

What is the vesting structure of the FORR CTO’s RSU awards mentioned here?

The awards of 2,536 RSUs (granted August 1, 2023) and 7,882 RSUs (granted August 1, 2024) each vest in four equal, consecutive annual installments. After vesting, each Restricted Stock Unit converts into one share of Forrester Research common stock, increasing the executive’s stock holdings.
SEC Form 4
FORM 4UNITED 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*
Facemire Michael

(Last)(First)(Middle)
C/O FORRESTER RESEARCH, INC.
60 ACORN PARK DRIVE

(Street)
CAMBRIDGE MASSACHUSETTS 02140

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
FORRESTER RESEARCH, INC. [ FORR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Technology Officer
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
08/01/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Common Stock08/01/2026M(1)2,605A$09,211D
Common Stock08/01/2026F1,102(2)D$11.58,109D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Restricted Stock Units$0(3)08/01/2026M634 (4) (4)Common Stock634$0634D
Restricted Stock Units$0(3)08/01/2026M1,971 (5) (5)Common Stock1,971$03,940D
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 August 1, 2026 of the restricted stock units awarded to the reporting person on August 1, 2023 and August 1, 2024. 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 August 1, 2023, the reporting person was granted 2,536 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.
5. On August 1, 2024, the reporting person was granted 7,882 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 Michael Facemire08/04/2026
** Signature of Reporting PersonDate
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)