Form 4: Forrester Research Director Acquires Restricted Stock Units

Sentiment:

Statement of Changes in Beneficial Ownership


Warren N. Romine, a Director at Forrester Research, Inc., was granted 8,000 Restricted Stock Units (RSUs) on May 12, 2026, as part of the company's equity incentive plan.

Summary

  • Warren N. Romine, a Director at Forrester Research, Inc., acquired 8,000 Restricted Stock Units (RSUs) on May 12, 2026.
  • These RSUs were issued under the Forrester Research, Inc. Amended and Restated Equity Incentive Plan.
  • Upon vesting, each RSU entitles the holder to one share of common stock.
  • The RSUs will vest and convert into common stock in four equal installments: September 1, 2026; December 1, 2026; March 1, 2027; and June 1, 2027.
  • Following this transaction, Romine beneficially owns 29,702 shares of common stock.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, as it represents a standard equity grant to a director, indicating ongoing incentive alignment rather than a significant new development.

Positives

  • Director acquisition of equity signals confidence in the company's future prospects.
  • The grant of RSUs is part of a structured incentive plan designed to retain and motivate key personnel.
  • The vesting schedule is spread over time, aligning the director's interests with long-term shareholder value.

Future Outlook

The vesting schedule of the Restricted Stock Units indicates a forward-looking commitment to the company's performance over the next several years, with shares converting into common stock through June 1, 2027.

Industry Context

StockSavvy.ai notes that the issuance of equity-based compensation, such as Restricted Stock Units, is a common practice in the technology and research services industry to attract, retain, and incentivize executive and director talent, aligning their interests with long-term company growth.

Corporate Governance

Change TypeDescriptionEffective DateImpact Assessment
Equity Incentive PlanGrant of Restricted Stock Units under the Forrester Research, Inc. Amended and Restated Equity Incentive Plan.05/12/2026Reinforces the company's commitment to performance-based compensation and long-term alignment with stakeholders.

Stakeholder Impact

  • Shareholders: The issuance of RSUs represents potential future dilution, but also aligns director incentives with long-term shareholder value creation.
  • Employees: The equity incentive plan structure may set a precedent for other employee compensation packages.
  • Management: Reinforces the importance of performance-based compensation for key personnel.

Next Steps

  • Vesting of Restricted Stock Units in four tranches through June 1, 2027.

Key Dates

DateDescription
05/12/2026Transaction Date (Grant of Restricted Stock Units)
09/01/2026First vesting tranche for Restricted Stock Units
12/01/2026Second vesting tranche for Restricted Stock Units
03/01/2027Third vesting tranche for Restricted Stock Units
06/01/2027Final vesting tranche for Restricted Stock Units

Keywords

Forrester Research, FORR, Form 4, Restricted Stock Units, RSU, Equity Incentive Plan, Director, Beneficial Ownership, Securities Exchange Act

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