SCHEDULE 13G/A: George F. Colony Updates Significant Stake in Forrester Research, Inc. to 38.9%

George F. Colony, a key individual, has updated his beneficial ownership in Forrester Research, Inc., reporting an aggregate holding of 7,380,411 shares, representing 38.9% of the common stock as of March 31, 2025.

Summary

• George F. Colony reported beneficial ownership of 7,380,411 shares of Forrester Research, Inc. common stock.
• This aggregate holding represents 38.9% of the company's outstanding common stock.
• The percentage is calculated based on 18,981,000 shares of common stock disclosed by Forrester Research, Inc. as outstanding as of March 3, 2025.
• Mr. Colony holds 6,319,678 shares individually, over which he has sole voting and sole dispositive power.
• An additional 1,060,733 shares are held across five Grantor Retained Annuity Trusts (GRATs) (The George F. Colony 2023 Grantor Retained Annuity Trust No. 44, and 2024 Grantor Retained Annuity Trusts No. 45, 46, 47, and 48), where Mr. Colony serves as a trustee with sole dispositive power and shared voting power with three other trustees.
• 1,580 shares are owned by Mr. Colony's wife, over which he has shared dispositive power.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would significantly alter the company's perceived financial health or strategic direction, thus maintaining a neutral sentiment.

Positives

• George F. Colony maintains a substantial beneficial ownership of 38.9% in Forrester Research, Inc., indicating strong alignment with shareholder interests and a significant insider stake.

Negatives

• The filing itself does not present any negative financial or operational information, as it is solely an ownership disclosure.

Risks

• Concentrated ownership by a single individual, George F. Colony, holding 38.9% of the common stock, could potentially influence corporate decisions significantly, which may or may not align with all minority shareholder interests.

Future Outlook

NA

Industry Context

This Schedule 13G filing is a routine disclosure of beneficial ownership and does not provide specific industry context or trends beyond the fact that Forrester Research, Inc. operates in a sector where such ownership structures are common.

Stakeholder Impact

• Shareholders: Provides transparency regarding the significant ownership stake held by George F. Colony, which could influence voting outcomes and strategic direction.

Key Dates

Keywords

Forrester Research, George F. Colony, SEC filing, Schedule 13G, beneficial ownership, common stock, shareholding, insider ownership, GRAT