Forrester Research (NASDAQ: FORR) CMO reports RSU vesting and tax share withholding

Rhea-AI Filing Summary

FORRESTER RESEARCH, INC. Chief Marketing Officer Andrew Cox reported equity-compensation activity involving restricted stock units that vested and converted into common stock. On June 1, 2026, 4,264 restricted stock units converted into common shares, and 1,568 of those shares were withheld by the company to cover tax withholding obligations tied to the vesting. These events are recorded as an option-like exercise and a tax-withholding disposition, not open-market trades. Following these transactions, Cox directly holds 5,473 shares of Forrester Research common stock.

Insights

Equity compensation analyst

Routine RSU vesting with tax withholding, no open-market trading.

Chief Marketing Officer Andrew Cox had 4,264 restricted stock units vest and convert into common stock on June 1, 2026. This is recorded as a derivative exercise, reflecting normal equity compensation rather than discretionary buying in the market.

The issuer withheld 1,568 shares, valued at $7.22 per share, to satisfy tax withholding obligations on the vesting. This F-code disposition is not an open-market sale and mainly settles taxes due on the award.

After these transactions, Cox holds 5,473 common shares directly. A prior grant of 17,056 RSUs from June 2, 2025 continues to vest in equal installments through June 1, 2029. Overall, this filing reflects routine compensation mechanics and appears neutral for investors.

Insider Trade Summary

4,264 shares exercised/converted

Mixed 3 txns

Insider Cox Andrew

Role Chief Marketing Officer

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	4,264	$0.00	--
Exercise	Common Stock	4,264	$0.00	--
Tax Withholding	Common Stock	1,568	$7.22	$11K

Holdings After Transaction: Restricted Stock Units — 12,792 shares (Direct, null); Common Stock — 7,041 shares (Direct, null)

Footnotes (1)

1. Represents the conversion, upon vesting, of restricted stock units into common stock. Represents shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting on June 1, 2026 of the restricted stock units awarded to the reporting person on June 2, 2025. 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. Each Restricted Stock Unit represents the right to receive, following vesting, one share of Forrester Research, Inc. common stock. On June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029.

Key Figures

RSUs vested and converted: 4,264 units Shares withheld for taxes: 1,568 shares at $7.22/share Shares held after transaction: 5,473 shares +2 more

5 metrics

RSUs vested and converted 4,264 units Restricted stock units converted to common stock on June 1, 2026

Shares withheld for taxes 1,568 shares at $7.22/share F-code tax-withholding disposition upon RSU vesting

Shares held after transaction 5,473 shares Direct common stock ownership after June 1, 2026 events

Original RSU grant size 17,056 units Restricted stock units granted on June 2, 2025

RSU vesting schedule 4 equal installments Vesting on June 1, 2026–2029 in consecutive years

Key Terms

Restricted Stock Units, tax withholding obligations, derivative security, vesting

4 terms

Restricted Stock Units financial

"security_title": "Restricted Stock Units""

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

"shares withheld by the Issuer to satisfy tax withholding obligations upon the vesting"

derivative security financial

"transaction_code_description": "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.

vesting financial

"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.

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Form 4 Insider Transactions: What Each Field Means →

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^*

Cox Andrew

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
06/01/2026

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

X	Form 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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	06/01/2026		M(1)		4,264	A	$0	7,041	D
Common Stock	06/01/2026		F		1,568(2)	D	$7.22	5,473	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)	06/01/2026		M			4,264	(4)	(4)	Common Stock	4,264	$0	12,792	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 June 1, 2026 of the restricted stock units awarded to the reporting person on June 2, 2025. 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 June 2, 2025, the reporting person was granted 17,056 Restricted Stock Units that vest and convert into common stock in four equal and consecutive installments on June 1, 2026, June 1, 2027, June 1, 2028 and June 1, 2029.

	Maite Garcia, attorney-in-fact for Andrew Cox	06/02/2026
	** Signature of Reporting Person	Date
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)

FAQ

What insider transactions did FORR Chief Marketing Officer Andrew Cox report?

Andrew Cox reported RSU-related transactions where 4,264 restricted stock units vested and converted into common stock. Of those, 1,568 shares were withheld by Forrester Research to cover tax obligations, leaving him with 5,473 common shares held directly after the transactions.

Did Andrew Cox of FORR buy or sell shares on the open market?

The filing shows no open-market purchases or sales by Andrew Cox. Instead, it records RSU vesting (an M-code derivative exercise) and an F-code tax-withholding disposition, where 1,568 shares were withheld by the issuer to pay taxes on the vested restricted stock units.

How many Forrester Research (FORR) RSUs vested for Andrew Cox?

On June 1, 2026, 4,264 restricted stock units granted to Andrew Cox vested and converted into common stock. Each RSU represents the right to receive one share of Forrester Research common stock following vesting, according to the footnotes in the insider filing.

How many FORR shares were withheld for taxes from Andrew Cox’s RSU vesting?

Forrester Research withheld 1,568 common shares from Andrew Cox upon RSU vesting to satisfy tax-withholding obligations. The filing notes the award terms allow share withholding to cover taxes due when restricted stock units vest and convert into common stock.

What are the vesting terms of Andrew Cox’s FORR restricted stock units?

On June 2, 2025, Andrew Cox received 17,056 restricted stock units that vest in four equal installments. They convert into common stock on June 1, 2026, June 1, 2027, June 1, 2028, and June 1, 2029, subject to the award’s vesting conditions being satisfied.

How many FORR common shares does Andrew Cox hold after these transactions?

After the June 1, 2026 RSU vesting and tax share withholding, Andrew Cox directly holds 5,473 shares of Forrester Research common stock. This total is reported in the Form 4 as his direct ownership following the recorded equity-compensation transactions.