| Due Diligence for Asset Managers |
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Analyze the public filings of asset managers Dive into the EDGAR, IAPD, CAFR source data |
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| Forrester Research Inc | |
|---|---|
| Ticker | FORR |
| CIK # | 0001023313 |
| CUSIP | 346563109 |
| Sector | Trade & Services - Services-Engineering, Accounting, Research, Management |
| Address | 400 Technology Square, Cambridge, MA 02139 |
| Source | [EDGAR] |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001023313] | 10-K | |
| [0001023313] | 10-Q | |
| [0001023313] | 3 | |
| [0001023313] | 4 | |
| [0001023313] | 5 | |
| [0001023313] | 8-K | |
| [0001023313] | SC 13D | |
| [0001023313] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
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Favre Christophe
Restricted Stock Units · derivative
|
2026-03-02 | Grant | 30,000 | $0.00 | |
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Facemire Michael
Restricted Stock Units · derivative
|
2026-03-01 | Option exercise | 190 | $0.00 | |
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Facemire Michael
Common Stock
|
2026-03-01 | Tax withheld | 136 | $5.98 | 813 |
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Finn Leo Christian
Common Stock
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2026-03-01 | Tax withheld | 2,170 | $5.98 | 12,977 |
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Favre Christophe
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 408 | $0.00 | |
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Facemire Michael
Common Stock
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2026-03-01 | Option exercise | 288 | $0.00 | |
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Cox Andrew
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 190 | $0.00 | |
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Cox Andrew
Common Stock
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2026-03-01 | Option exercise | 190 | $0.00 | |
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Chouinard Scott
Common Stock
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2026-03-01 | Tax withheld | 258 | $5.98 | 1,543 |
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Johnson Carrie
Common Stock
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2026-03-01 | Tax withheld | 2,566 | $5.98 | 15,345 |
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Johnson Carrie
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 3,783 | $0.00 | |
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Darrah Ryan
Common Stock
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2026-03-01 | Tax withheld | 1,469 | $5.98 | 8,785 |
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Darrah Ryan
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 1,365 | $0.00 | |
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Chouinard Scott
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 745 | $0.00 | |
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Leaver Sharyn
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 1,614 | $0.00 | |
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Leaver Sharyn
Common Stock
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2026-03-01 | Option exercise | 4,073 | $0.00 | |
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Facemire Michael
Restricted Stock Units · derivative
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2026-03-01 | Option exercise | 98 | $0.00 | |
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Bradford Neil
Common Stock
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2026-03-01 | Tax withheld | 197 | $5.98 | 1,178 |
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Leaver Sharyn
Common Stock
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2026-03-01 | Tax withheld | 1,373 | $5.98 | 8,211 |
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Johnson Carrie
Common Stock
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2026-03-01 | Option exercise | 6,018 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 103 | 11,247,001 |
| 2025-12-31 | 109 | 9,949,039 |
| 2025-09-30 | 111 | 8,900,626 |
| 2025-06-30 | 105 | 9,061,008 |
| 2025-03-31 | 95 | 9,154,920 |
| 2024-12-31 | 100 | 9,719,633 |
| 2024-09-30 | 107 | 10,007,194 |
| 2024-06-30 | 108 | 10,294,466 |
| 2024-03-31 | 109 | 10,564,538 |
| 2023-12-31 | 106 | 10,842,316 |
| 2023-09-30 | 108 | 10,552,102 |
| 2023-06-30 | 106 | 10,755,072 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Wealth Enhancement Advisory Services LLC | [2026-06-30] | SOLE | 406 | 13,642 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 8,360 | 8,360 |
| Gamma Investing LLC | [2026-06-30] | DFND | 1,507 | 1,507 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 177 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 160 | 160 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 152 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 140 |
| Fortitude Family Office LLC | [2026-06-30] | SOLE | 123 | 123 | Prev | Page 1 | Next |