Welcome to our dedicated page for Forrester Resh SEC filings (Ticker: FORR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to SEC filings for Forrester Research Inc (NASDAQ: FORR), a research and advisory firm focused on technology, customer experience, digital, marketing, sales, and product leadership. These regulatory documents offer detail on the company’s financial performance, segment results, and key corporate developments.
Forrester’s periodic reports and Form 8-K filings describe the performance of its Research, Consulting, and Events segments, along with metrics such as revenues, operating expenses, and contract value. The company also explains its use of non-GAAP, or adjusted, financial measures that exclude items like amortization of acquisition-related intangible assets, stock-based compensation, restructuring costs, goodwill impairment charges, divestiture-related losses, credit loss expenses, and gains or losses from investments, as well as related tax effects.
Current reports on Form 8-K may cover topics such as quarterly financial results and material events, including changes in certain officers. Investors can review these filings to understand how Forrester presents its operating performance, how it treats one-time or unusual items, and how management discusses the use of adjusted metrics in compensation and business management.
Through this page, you can follow Forrester’s ongoing disclosure record, including annual reports on Form 10-K, quarterly reports on Form 10-Q, and event-driven 8-K filings. AI-powered tools on the platform can help summarize long filings, highlight key sections, and make it easier to interpret complex discussions of segment performance, restructuring activities, and other notable items in Forrester’s regulatory history.
FORRESTER RESEARCH, INC. Chief Sales Officer Christophe Favre reported equity award and vesting activity. On March 1, 2026, he was granted 30,000 Restricted Stock Units, each equivalent to one share of common stock, which vest in four equal annual installments beginning on the first anniversary of the grant date.
On March 1, 2026, 408 Restricted Stock Units from a prior 1,633-unit grant dated March 1, 2022 vested and converted into 408 shares of common stock. To cover tax withholding obligations related to this vesting, 196 shares of common stock were withheld by the company at $5.98 per share. Following these transactions, Favre directly held 12,093 shares of common stock and 30,000 Restricted Stock Units.
Forrester Research, Inc. Chief Technology Officer Michael Facemire reported routine equity vesting and related tax withholding. On March 1, 2026, restricted stock units (RSUs) vested and converted into 288 shares of common stock, reflecting the conversion of previously granted RSUs.
To cover tax obligations on the vesting, 136 shares of common stock were withheld by Forrester at a price of $5.98 per share, characterized as a tax-withholding disposition. Following these transactions, Facemire directly owned 3,467 shares of Forrester common stock.
Forrester Research Chief Financial Officer Leo Christian Finn reported several equity transactions dated March 1, 2026. He acquired common stock through the vesting and conversion of restricted stock units, which the company notes convert into one share of common stock each.
The transactions include the exercise or conversion of restricted stock units into 6,266 shares of common stock, reflecting vesting from awards originally granted on March 1, 2022 and March 1, 2023 that vest in four equal annual installments. After these conversions, he directly owned 33,518 shares of common stock before tax withholding.
To satisfy tax withholding obligations arising from the vesting on March 1, 2026, 2,170 shares of common stock were withheld by Forrester Research at a price of $5.98 per share. Following this tax-withholding disposition, Finn directly held 31,348 shares of common stock.
Forrester Research discloses a Schedule 13G showing Portolan Capital Management, LLC beneficially owns 1,163,008 shares of Common Stock, representing 6.12% of the class as reported on 02/11/2026. The filing states these shares are held directly by Portolan in its capacity as investment manager for clients and indirectly by George McCabe, Manager of Portolan, who reports the same 1,163,008 share beneficial position.
The filing lists sole voting and sole dispositive power of 1,163,008 shares for both Portolan and Mr. McCabe. The statement notes no single third party holds more than 5% of the issuer's common stock.
Forrester Research reported weaker 2025 results, moving from a small prior-year loss to a much larger GAAP net loss of $119.4 million, or $6.28 per diluted share, on revenues of $396.9 million versus $432.5 million in 2024. The loss was driven largely by non-cash goodwill impairment charges totaling $110.7 million. Contract value, a key subscription metric, declined 6% to $292.4 million, and total clients fell to 1,797 from 1,942.
On an adjusted basis, Forrester remained profitable, with 2025 adjusted net income of $22.2 million, or $1.16 per diluted share, down from $28.1 million a year earlier. Cash, cash equivalents, and marketable investments increased to $127.7 million, and operating cash flow improved to $21.1 million. For 2026, the company guides GAAP revenues to $345.0–$360.0 million, implying a 9–13% decline, a small GAAP loss per share of $0.10–$0.20, and adjusted EPS of $0.72–$0.82 with an adjusted operating margin of 6.0–6.5%.
Forrester Research, Inc. is undertaking a cost-reduction plan that includes cutting approximately 8% of its workforce across multiple geographies and functions. Notifications to affected employees began on December 15, 2025 and are expected to be completed by July 31, 2026.
The company expects to record pre-tax expenses of about $10.0 million to $10.5 million from the fourth quarter of 2025 through the first three quarters of 2026, mainly for cash severance and related benefits. Forrester also plans to close certain smaller offices, with estimated total costs of roughly $0.4 million, primarily non-cash lease impairment charges, and expects around $3.0 million of contract termination costs tied to this restructuring.
Forrester Research’s Chief Sales Officer, Christophe Favre, has filed an initial Form 3 detailing his equity holdings in the company. He beneficially owns 10,598 shares of common stock directly. He also holds a non‑qualified stock option for 5,250 shares at an exercise price of $31.81, exercisable through February 28, 2026.
Favre’s equity package includes several blocks of restricted stock units (RSUs): 408, 1,268, 1,104, 2,959 and 8,760 RSUs, each converting into one share of common stock upon vesting. These RSUs vest in scheduled installments between March 1, 2026 and April 1, 2029, subject to forfeiture under the award terms.
Forrester Research, Inc.’s Chief Technology Officer Michael Facemire reported the vesting of restricted stock units and related share movements. On February 1, 2026, 388 restricted stock units converted into 388 shares of common stock at $0 per share. To cover tax withholding on this vesting, the issuer withheld 134 shares of common stock at a reference price of $8.11 per share. After these transactions, Facemire directly owned 3,315 shares of common stock and held 774 restricted stock units, each representing one share of common stock upon future vesting.
Forrester Research (FORR) filed its Q3 2025 10‑Q, reporting lower revenue and a small quarterly loss. Revenue was $94.3 million, down from $102.5 million a year ago, as research and consulting activity softened. The company generated operating income of $4.5 million in the quarter, but recorded a net loss of $2.1 million, or $0.11 per share.
For the first nine months, revenue was $295.8 million versus $324.4 million last year, with a net loss of $85.5 million driven primarily by an $83.9 million goodwill impairment recorded in Q1. The quarter also included a $6.4 million increase to the allowance for credit losses on a note receivable from the 2024 FeedbackNow divestiture, and interest on the note moved to nonaccrual status.
Cash and cash equivalents were $65.1 million, and marketable investments were $66.8 million. Long‑term debt remained $35.0 million, with $114.3 million of revolver capacity available. Deferred revenue was $141.2 million. Year‑to‑date operating cash flow improved to $24.3 million as working capital normalized. Total stockholders’ equity was $157.7 million.
Forrester Research, Inc. reported a leadership change. Effective October 31, 2025, Nate Swan is no longer serving as the company’s Chief Sales Officer, as disclosed under Item 5.02 of an 8-K. The update reflects a change in the executive team for the Nasdaq-listed firm (ticker: FORR).