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.
Forrester Research, Inc. filings document operating results, governance matters, executive compensation, and material events for its research, consulting, and events business. Form 8-K disclosures frequently furnish quarterly or annual results under Item 2.02 and describe adjusted financial measures used in reporting the company’s operating performance.
The company’s regulatory record includes disclosures on amortization of acquisition-related intangible assets, investment gains and losses, credit loss expense, goodwill impairment, stock-based compensation, restructuring costs, and divestiture-related items. Proxy materials cover board matters, shareholder voting, executive compensation, equity awards, and pay-versus-performance information, while other 8-K filings report officer changes and compensatory arrangements.
Forrester Research files Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership. The amendment states that Portolan Capital Management, LLC (and indirectly George McCabe) beneficially own 1,541,276 shares of Common Stock, representing 7.94%, as of 03/31/2026. The filing lists sole voting and dispositive power of 1,541,276 shares for both Portolan and Mr. McCabe and is signed on 05/15/2026.
Forrester Research, Inc. reported results of its latest annual stockholder meeting and an update to its employee stock purchase plan. Stockholders approved an amended and restated Employee Stock Purchase Plan that increases the number of shares available for purchase by 450,000 shares, effective as of March 25, 2026, the date of board adoption.
All six director nominees were elected, each receiving more than 15.0 million votes in favor with broker non-votes of 1,894,164 for each nominee. Stockholders also approved the amended stock purchase plan with 15,623,367 votes for and ratified the selection of PricewaterhouseCoopers LLP as independent registered public accounting firm with 17,421,397 votes for.
In addition, executive compensation received advisory support, with 15,073,307 votes cast in favor in the non-binding say-on-pay vote, indicating broad stockholder backing for the company’s current governance and compensation practices as described in its definitive proxy statement.
FORRESTER RESEARCH, INC. director Anthony J. Friscia reported an equity award of 8,000 shares of common stock on May 12, 2026. The award is in the form of Restricted Stock Units under the company’s Amended and Restated Equity Incentive Plan.
The RSUs convert into one share of common stock each upon vesting, in four equal installments. Vesting is scheduled on September 1, 2026, December 1, 2026, March 1, 2027, and June 1, 2027. After this grant, Friscia directly holds 41,938 shares of common stock.
Forrester Research director Bradford Neil received an equity award. On May 12, 2026, he was granted 8,000 Restricted Stock Units under Forrester Research, Inc.’s Amended and Restated Equity Incentive Plan. Each unit converts into one share of common stock as it vests in four equal installments between September 1, 2026 and June 1, 2027, bringing his direct holdings to 45,800 shares.
Forrester Research director Cory Munchbach received a grant of 8,000 Restricted Stock Units (RSUs) on May 12, 2026 under the company’s equity incentive plan. These RSUs convert into one share each as they vest in four equal installments through June 1, 2027. After this award, Munchbach holds 22,737 shares of common stock directly.
FORRESTER RESEARCH, INC. director Warren N. Romine received an equity award of 8,000 shares of Common Stock on May 12, 2026, in the form of Restricted Stock Units. Each unit converts into one share upon vesting. The RSUs vest in four equal installments on September 1, 2026, December 1, 2026, March 1, 2027, and June 1, 2027. After this grant, Romine directly holds 29,702 shares of Common Stock.
Bennett Robert Paul reported acquisition or exercise transactions in this Form 4 filing.
Forrester Research, Inc. director Robert Paul Bennett reported receiving an equity award of 8,000 shares of common stock in the form of Restricted Stock Units under the company’s Amended and Restated Equity Incentive Plan. Following this grant, he holds 27,305 shares of common stock directly.
The RSUs were awarded on May 12, 2026 and will vest in four equal installments. The first tranche vests on September 1, 2026, followed by additional vesting on December 1, 2026, March 1, 2027, and June 1, 2027, with one share of common stock delivered for each vested unit.
Forrester Research, Inc. reported a net loss of $21.8 million for the quarter ended March 31, 2026, significantly narrower than the $87.3 million loss a year earlier, mainly due to a smaller goodwill impairment.
Revenue declined 5% to $85.5 million as research revenue slipped 2% and consulting revenue fell 13%, while events were negligible. The company recorded a new $10.8 million goodwill impairment in its Research segment and restructuring costs of $2.1 million tied to an 8% workforce reduction and office closures.
Despite the loss, Forrester generated $25.6 million in operating cash flow and ended the quarter with $145.5 million in cash and marketable investments and $35.0 million of outstanding debt. Contract value declined 3% to $285.3 million, but client and wallet retention improved to 78% and 89%, respectively.
Forrester Research reported first‑quarter 2026 revenue of $85.5 million, down from $89.9 million a year earlier, with contract value of $285.3 million, a 3% decline. On a GAAP basis, the company posted a net loss of $21.8 million, or $1.14 per diluted share.
The quarter included a non‑cash goodwill impairment charge of $10.8 million. On an adjusted basis, net loss was $0.7 million, or $0.04 per share. For 2026, Forrester guides GAAP revenue of $350.0 million–$360.0 million, an expected decline of 11.8% to 9.3%, GAAP diluted loss per share of $0.73–$0.63, and adjusted diluted EPS of $0.72–$0.82.
Forrester Research Chief Sales Officer Christophe Favre reported routine equity compensation activity tied to restricted stock units (RSUs). On April 1, 2026, RSUs converted into 3,177 shares of common stock as they vested, consistent with prior grants.
To cover tax obligations on this vesting, 1,532 shares were withheld by Forrester at a value of $5.39 per share, a non-market, tax-withholding disposition rather than an open-market sale. After these transactions, Favre holds 13,738 shares of Forrester common stock directly.