[SCHEDULE 13G/A] Forrester Research Inc SEC Filing
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(Neutral)
Filing Sentiment
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Form Type
SCHEDULE 13G/A
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE 13G
UNDER THE SECURITIES EXCHANGE ACT OF 1934
(Amendment No. 21)
Forrester Research, Inc.
(Name of Issuer)
Common Stock, $0.01 par value per share
(Title of Class of Securities)
346563109
(CUSIP Number)
06/30/2025
(Date of Event Which Requires Filing of this Statement)
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)
SCHEDULE 13G
CUSIP No.
346563109
1
Names of Reporting Persons
George F. Colony
2
Check the appropriate box if a member of a Group (see instructions)
(a)
(b)
3
Sec Use Only
4
Citizenship or Place of Organization
MASSACHUSETTS
Number of Shares Beneficially Owned by Each Reporting Person With:
5
Sole Voting Power
6,070,862.00
6
Shared Voting Power
1,580.00
7
Sole Dispositive Power
7,378,831.00
8
Shared Dispositive Power
1,580.00
9
Aggregate Amount Beneficially Owned by Each Reporting Person
7,380,411.00
10
Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)
11
Percent of class represented by amount in row (9)
38.7 %
12
Type of Reporting Person (See Instructions)
IN
Comment for Type of Reporting Person: Comment relating to row 5: Consists of 6,070,862 shares held by Mr. Colony, individually.
Comment relating to row 6: Consists of 1,580 shares owned by Mr. Colony's wife.
Comment relating to row 7: Consists of: (1) 15,935 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 45 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (2) 42,034 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 46 of which Mr. Colony is a trustee and has sole dispositive power; (3) 250,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 47 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (4) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 48 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (5) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 49 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; and (6) 6,070,862 shares held by Mr. Colony, individually.
Comment relating to row 8: Consists of 1,580 shares owned by Mr. Colony's wife.
Comment relating to row 9: Consists of: (1) 15,935 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 45 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (2) 42,034 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 46 of which Mr. Colony is a trustee and has sole dispositive power; (3) 250,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 47 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (4) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 48 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (5) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 49 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (6) 1,580 shares owned by Mr. Colony's wife; and (7) 6,070,862 shares held by Mr. Colony, individually.
Comment relating to row 11: Based on 19,063,000 shares of common stock of the Issuer disclosed by the Issuer as outstanding as of May 5, 2025.
SCHEDULE 13G
Item 1.
(a)
Name of issuer:
Forrester Research, Inc.
(b)
Address of issuer's principal executive offices:
60 Acorn Park Drive, Cambridge, MA 02140
Item 2.
(a)
Name of person filing:
George F. Colony
(b)
Address or principal business office or, if none, residence:
60 Acorn Park Drive, Cambridge, MA 02140
(c)
Citizenship:
United States
(d)
Title of class of securities:
Common Stock, $0.01 par value per share
(e)
CUSIP No.:
346563109
Item 3.
If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)
Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)
Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)
Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)
Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)
An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)
An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)
A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)
A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)
A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)
A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J),
please specify the type of institution:
(k)
Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.
Ownership
(a)
Amount beneficially owned:
An aggregate of 7,380,411 shares of Common Stock, consisting of: (1) 15,935 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 45 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (2) 42,034 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 46 of which Mr. Colony is a trustee and has sole dispositive power; (3) 250,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 47 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (4) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 48 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (5) 500,000 shares held by The George F. Colony 2024 Grantor Retained Annuity Trust No. 49 of which Mr. Colony is a trustee and has sole dispositive power and voting power is vested in the 3 other trustees; (6) 1,580 shares owned by Mr. Colony's wife; and (7) 6,070,862 shares held by Mr. Colony, individually.
(b)
Percent of class:
38.7%
(c)
Number of shares as to which the person has:
(i) Sole power to vote or to direct the vote:
6,070,862 shares
(ii) Shared power to vote or to direct the vote:
1,580 shares
(iii) Sole power to dispose or to direct the disposition of:
7,378,831 shares
(iv) Shared power to dispose or to direct the disposition of:
1,580 shares
Item 5.
Ownership of 5 Percent or Less of a Class.
Item 6.
Ownership of more than 5 Percent on Behalf of Another Person.
Not Applicable
Item 7.
Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
Not Applicable
Item 8.
Identification and Classification of Members of the Group.
Not Applicable
Item 9.
Notice of Dissolution of Group.
Not Applicable
Item 10.
Certifications:
Not Applicable
SIGNATURE
After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.