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Forrester Research, Inc. – ‘10-K’ for 12/31/23 – ‘EX-31.2’

On:  Friday, 3/8/24, at 9:00am ET   ·   For:  12/31/23   ·   Accession #:  950170-24-28381   ·   File #:  0-21433

Previous ‘10-K’:  ‘10-K’ on 3/10/23 for 12/31/22   ·   Latest ‘10-K’:  This Filing   ·   21 References:   

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  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 3/08/24  Forrester Research, Inc.          10-K       12/31/23  108:14M                                    Donnelley … Solutions/FA

Annual Report   —   Form 10-K   —   SEA’34

Filing Table of Contents

Document/Exhibit                   Description                      Pages   Size 

 1: 10-K        Annual Report                                       HTML   2.94M 
 2: EX-21       Subsidiaries List                                   HTML     36K 
 3: EX-23.1     Consent of Expert or Counsel                        HTML     31K 
 8: EX-97.1     Clawback Policy re: Recovery of Erroneously         HTML     51K 
                Awarded Compensation                                             
 4: EX-31.1     Certification -- §302 - SOA'02                      HTML     35K 
 5: EX-31.2     Certification -- §302 - SOA'02                      HTML     35K 
 6: EX-32.1     Certification -- §906 - SOA'02                      HTML     33K 
 7: EX-32.2     Certification -- §906 - SOA'02                      HTML     32K 
10: R1          Document and Entity Information                     HTML    101K 
11: R2          Consolidated Balance Sheets                         HTML    136K 
12: R3          Consolidated Balance Sheets (Parenthetical)         HTML     56K 
13: R4          Consolidated Statements of Operations               HTML    111K 
14: R5          Consolidated Statements of Comprehensive Income     HTML     60K 
                (Loss)                                                           
15: R6          Consolidated Statements of Stockholders' Equity     HTML     87K 
16: R7          Consolidated Statements of Cash Flows               HTML    138K 
17: R8          Pay vs Performance Disclosure                       HTML     44K 
18: R9          Insider Trading Arrangements                        HTML     38K 
19: R10         Summary of Significant Accounting Policies          HTML    194K 
20: R11         Marketable Investments                              HTML    151K 
21: R12         Goodwill and Other Intangible Assets                HTML    109K 
22: R13         Debt                                                HTML     60K 
23: R14         Leases                                              HTML    105K 
24: R15         Derivatives and Hedging                             HTML     58K 
25: R16         Fair Value Measurements                             HTML     74K 
26: R17         Income Taxes                                        HTML    229K 
27: R18         Stockholders' Equity                                HTML    192K 
28: R19         Employee Pension Plans                              HTML     39K 
29: R20         Restructuring                                       HTML     57K 
30: R21         Operating Segment and Enterprise Wide Reporting     HTML    248K 
31: R22         Certain Balance Sheet Accounts                      HTML     95K 
32: R23         Contingencies                                       HTML     37K 
33: R24         Subsequent Events                                   HTML     36K 
34: R25         Summary of Significant Accounting Policies          HTML    245K 
                (Policies)                                                       
35: R26         Summary of Significant Accounting Policies          HTML    130K 
                (Tables)                                                         
36: R27         Marketable Investments (Tables)                     HTML    153K 
37: R28         Goodwill and Other Intangible Assets (Tables)       HTML    113K 
38: R29         Debt (Tables)                                       HTML     42K 
39: R30         Leases (Tables)                                     HTML    107K 
40: R31         Derivatives and Hedging (Tables)                    HTML     51K 
41: R32         Fair Value Measurements (Tables)                    HTML     70K 
42: R33         Income Taxes (Tables)                               HTML    225K 
43: R34         Stockholders' Equity (Tables)                       HTML    173K 
44: R35         Restructuring (Tables)                              HTML     47K 
45: R36         Operating Segment and Enterprise Wide Reporting     HTML    246K 
                (Tables)                                                         
46: R37         Certain Balance Sheet Accounts (Tables)             HTML     97K 
47: R38         Summary of Significant Accounting Policies -        HTML    129K 
                Additional Information (Detail)                                  
48: R39         Summary of Significant Accounting Policies -        HTML     43K 
                Summary of End-of-period Cash and Cash Equivalents               
                and Cash, Cash Equivalents and Restricted Cash                   
                from Financial Statements (Detail)                               
49: R40         Summary of Significant Accounting Policies -        HTML     36K 
                Additional Information1 (Detail)                                 
50: R41         Summary of Significant Accounting Policies -        HTML     42K 
                Summary of Stock-Based Compensation Expense                      
                Recorded in Expense Categories (Detail)                          
51: R42         Summary of Significant Accounting Policies - Fair   HTML     58K 
                Value of Options Granted Under Equity Incentive                  
                Plan and Shares Subject to Employee Stock Purchase               
                Plan Valuation Assumptions (Detail)                              
52: R43         Summary of Significant Accounting Policies -        HTML     49K 
                Depreciation and Amortization of Property and                    
                Equipment, Useful Life (Detail)                                  
53: R44         Summary of Significant Accounting Policies -        HTML     44K 
                Amortization of Intangible Assets, Estimated                     
                Useful Life (Detail)                                             
54: R45         Summary of Significant Accounting Policies -        HTML     41K 
                Schedule of Basic and Diluted Weighted Average                   
                Common Shares (Detail)                                           
55: R46         Acquisitions - Summary of Fair Value of Aggregate   HTML     35K 
                Consideration Paid (Detail)                                      
56: R47         Acquisitions - Summary of Fair Value of Aggregate   HTML     35K 
                Consideration Payable (Detail)                                   
57: R48         Marketable Investments - Summary of Company's       HTML     55K 
                Marketable Investments (Details)                                 
58: R49         Marketable Investments - Additional Information     HTML     34K 
                (Details)                                                        
59: R50         Marketable Investments - Summarizes the Maturity    HTML     47K 
                Periods of Marketable Investments (Details)                      
60: R51         Marketable Investments - Unrealized Losses on Debt  HTML     53K 
                Investments (Details)                                            
61: R52         Goodwill and Other Intangible Assets - Summary of   HTML     47K 
                Goodwill by Segment and Changes in Carrying Amount               
                of Goodwill (Detail)                                             
62: R53         Goodwill and Other Intangible Assets - Additional   HTML     37K 
                Information (Detail)                                             
63: R54         Goodwill and Other Intangible Assets - Summary of   HTML     47K 
                Intangible Assets (Detail)                                       
64: R55         Goodwill and Other Intangible Assets - Summary of   HTML     45K 
                Estimated Intangible Assets Amortization Expense                 
                (Detail)                                                         
65: R56         Debt - Additional Information (Detail)              HTML     93K 
66: R57         Debt - Summary of Company's Total Outstanding       HTML     46K 
                Borrowings (Detail)                                              
67: R58         Debt - Summary of Company's Total Outstanding       HTML     46K 
                Borrowings (Parenthetical) (Detail)                              
68: R59         Leases - Summary of Components of Lease Expense     HTML     43K 
                (Detail)                                                         
69: R60         Leases - Summary of Additional Lease Information    HTML     41K 
                (Detail)                                                         
70: R61         Leases - Summary of Future Minimum Lease Payments   HTML     65K 
                and Sublease Cash Receipts Under Non-Cancelable                  
                Leases (Detail)                                                  
71: R62         Leases - Summary of Lease Balances (Detail)         HTML     42K 
72: R63         Leases - Additional Information (Detail)            HTML     42K 
73: R64         Derivatives and Hedging - Additional Information    HTML     45K 
                (Detail)                                                         
74: R65         Derivatives and Hedging - Schedule of Derivative    HTML     43K 
                Contracts Amounts Recognized in Consolidated                     
                Statement of Operations (Detail)                                 
75: R66         Fair Value Measurements - Summary of Company's      HTML     55K 
                Fair Value Hierarchy for its Financial Assets and                
                Liabilities (Detail)                                             
76: R67         Fair Value Measurements - Summary of Company's      HTML     42K 
                Fair Value Hierarchy for its Financial Assets and                
                Liabilities (Parenthetical) (Details)                            
77: R68         Income Taxes - Income Before Income Taxes (Detail)  HTML     41K 
78: R69         Income Taxes - Components of the Income Tax         HTML     60K 
                Expense (Detail)                                                 
79: R70         Income Taxes - Reconciliation of the Federal        HTML     66K 
                Statutory Rate (Detail)                                          
80: R71         Income Taxes - Components of Deferred Income Taxes  HTML     63K 
                (Detail)                                                         
81: R72         Income Taxes - Additional Information (Detail)      HTML     61K 
82: R73         Income Taxes - Summary of Changes in Deferred Tax   HTML     42K 
                Valuation Allowance (Detail)                                     
83: R74         Income Taxes - Reconciliation of Unrecognized Tax   HTML     38K 
                Benefits (Detail)                                                
84: R75         Stockholders' Equity - Additional Information       HTML    114K 
                (Detail)                                                         
85: R76         Stockholders' Equity - Schedule of Restricted       HTML     62K 
                Stock Unit Activity (Detail)                                     
86: R77         Stockholders' Equity - Schedule of Stock Option     HTML     79K 
                Activity (Detail)                                                
87: R78         Stockholders' Equity - Summary of Shares Purchased  HTML     37K 
                by Employees Under the Stock Purchase Plan                       
                (Detail)                                                         
88: R79         Stockholders' Equity - Schedule of Components of    HTML     68K 
                Accumulated Other Comprehensive Loss (Detail)                    
89: R80         Stockholders' Equity - Schedule of Components of    HTML     36K 
                Accumulated Other Comprehensive Loss                             
                (Parenthetical) (Detail)                                         
90: R81         Employee Pension Plans - Additional Information     HTML     33K 
                (Detail)                                                         
91: R82         Restructuring - Additional Information (Detail)     HTML     55K 
92: R83         Restructuring - Schedule of Activity in             HTML     52K 
                Restructuring Accrual (Detail)                                   
93: R84         Operating Segment and Enterprise Wide Reporting -   HTML     34K 
                Additional Information (Detail)                                  
94: R85         Operating Segment and Enterprise Wide Reporting -   HTML     84K 
                Schedule of Information by Reportable Segment                    
                (Detail)                                                         
95: R86         Operating Segment and Enterprise Wide Reporting -   HTML     42K 
                Schedule of Net Long-lived Tangible Assets by                    
                Location (Detail)                                                
96: R87         Operating Segment and Enterprise Wide Reporting -   HTML     55K 
                Schedule of Revenues by Geographic Destination,                  
                Based on Location Products and Services and as a                 
                Percentage of Total Revenues (Detail)                            
97: R88         Contingencies - Additional Information (Detail)     HTML     37K 
98: R89         Certain Balance Sheet Accounts - Summary of         HTML     49K 
                Property and Equipment (Detail)                                  
99: R90         Certain Balance Sheet Accounts - Additional         HTML     34K 
                Information (Detail)                                             
100: R91         Certain Balance Sheet Accounts - Summary of         HTML     43K  
                Accrued Expenses and Other Current Liabilities                   
                (Detail)                                                         
101: R92         Certain Balance Sheet Accounts - Summary of         HTML     38K  
                Non-Current Liabilities (Detail)                                 
102: R93         Certain Balance Sheet Accounts - Summary of         HTML     41K  
                Allowance for Doubtful Accounts (Detail)                         
103: R94         Subsequent Events - Additional Information          HTML     46K  
                (Details)                                                        
105: XML         IDEA XML File -- Filing Summary                      XML    208K  
108: XML         XBRL Instance -- forr-20231231_htm                   XML   3.79M  
104: EXCEL       IDEA Workbook of Financial Report Info              XLSX    205K  
 9: EX-101.SCH  XBRL Taxonomy Extension Schema With Embedded         XSD   4.81M 
                Linkbases Document -- forr-20231231                              
106: JSON        XBRL Instance as JSON Data -- MetaLinks              732±  1.17M  
107: ZIP         XBRL Zipped Folder -- 0000950170-24-028381-xbrl      Zip    699K  


‘EX-31.2’   —   Certification — §302 – SOA’02


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  EX-31.2  

EXHIBIT 31.2

CERTIFICATION OF THE PRINCIPAL FINANCIAL OFFICER

I, L. Christian Finn, certify that:

1. I have reviewed this annual report on Form 10-K of Forrester Research, Inc.;

2. Based on my knowledge, this report does not contain any untrue statement of a material fact or omit to state a material fact necessary to make the statements made, in light of the circumstances under which such statements were made, not misleading with respect to the period covered by this report;

3. Based on my knowledge, the financial statements, and other financial information included in this report, fairly present in all material respects the financial condition, results of operations and cash flows of the registrant as of, and for, the periods presented in this report;

4. The registrant’s other certifying officer(s) and I are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant and have:

a) Designed such disclosure controls and procedures, or caused such disclosure controls and procedures to be designed under our supervision, to ensure that material information relating to the registrant, including its consolidated subsidiaries, is made known to us by others within those entities, particularly during the period in which this report is being prepared;

b) Designed such internal control over financial reporting, or caused such internal control over financial reporting to be designed under our supervision, to provide reasonable assurance regarding the reliability of financial reporting and the preparation of financial statements for external purposes in accordance with generally accepted accounting principles;

c) Evaluated the effectiveness of the registrant’s disclosure controls and procedures and presented in this report our conclusions about the effectiveness of the disclosure controls and procedures, as of the end of the period covered by this report based on such evaluation; and

d) Disclosed in this report any change in the registrant’s internal control over financial reporting that occurred during the registrant’s most recent fiscal quarter (the registrant’s fourth fiscal quarter in the case of an annual report) that has materially affected, or is reasonably likely to materially affect, the registrant’s internal control over financial reporting; and

5. The registrant’s other certifying officer(s) and I have disclosed, based on our most recent evaluation of internal control over financial reporting, to the registrant’s auditors and the audit committee of registrant’s board of directors (or persons performing the equivalent function):

a) All significant deficiencies and material weaknesses in the design or operation of internal control over financial reporting which are reasonably likely to adversely affect the registrant’s ability to record, process, summarize and report financial information; and

b) Any fraud, whether or not material, that involves management or other employees who have a significant role in the registrant’s internal control over financial reporting.

/s/ L. CHRISTIAN FINN

L. Christian Finn

Chief Financial Officer

(Principal financial officer)

Date: March 8, 2024



Dates Referenced Herein

This ‘10-K’ Filing    Date    Other Filings
Filed on:3/8/24None on these Dates
For Period end:12/31/23
 List all Filings 


21 Previous Filings that this Filing References

  As Of               Filer                 Filing    For·On·As Docs:Size             Issuer                      Filing Agent

 5/15/23  Forrester Research, Inc.          8-K:1,5,9   5/09/23   11:256K                                   Donnelley … Solutions/FA
 5/09/23  Forrester Research, Inc.          10-Q        3/31/23   92:14M                                    Donnelley … Solutions/FA
 3/10/23  Forrester Research, Inc.          10-K       12/31/22  111:19M                                    Donnelley … Solutions/FA
 5/16/22  Forrester Research, Inc.          8-K:1,5,9   5/10/22   11:190K                                   Donnelley … Solutions/FA
12/22/21  Forrester Research, Inc.          8-K:1,2,9  12/21/21   11:1.4M                                   Donnelley … Solutions/FA
 3/11/21  Forrester Research, Inc.          10-K       12/31/20  111:18M                                    ActiveDisclosure/FA
 3/13/20  Forrester Research, Inc.          10-K       12/31/19  111:17M                                    ActiveDisclosure/FA
 1/03/19  Forrester Research, Inc.          8-K:1,2,7,9 1/03/19    3:698K                                   Donnelley … Solutions/FA
 3/09/18  Forrester Research, Inc.          10-K       12/31/17   87:14M                                    ActiveDisclosure/FA
 5/25/17  Forrester Research, Inc.          8-K:3,5,9   5/23/17    3:108K                                   Donnelley … Solutions/FA
11/05/14  Forrester Research, Inc.          10-Q        9/30/14   63:4.4M                                   Donnelley … Solutions/FA
 5/05/14  Forrester Research, Inc.          8-K:5,9     4/29/14    2:95K                                    Donnelley … Solutions/FA
 3/18/13  Forrester Research, Inc.          10-K       12/31/12  101:9.5M                                   Donnelley … Solutions/FA
 3/09/12  Forrester Research, Inc.          10-K       12/31/11   38:4.5M                                   Donnelley … Solutions/FA
 3/12/10  Forrester Research, Inc.          10-K       12/31/09    8:1.1M                                   Donnelley … Solutions/FA
11/06/09  Forrester Research, Inc.          10-Q        9/30/09    7:759K                                   Donnelley … Solutions/FA
11/05/07  Forrester Research, Inc.          10-K       12/31/06   13:2.5M                                   Bowne of Boston/FA
11/09/06  Forrester Research, Inc.          10-Q        9/30/06    7:383K                                   Bowne of Boston/FA
 3/10/00  Forrester Research, Inc.          10-K       12/31/99    7:192K                                   Bowne of Boston/FA
11/05/96  Forrester Research, Inc.          S-1/A                 16:360K                                   Bowne of Boston/FA
 9/26/96  Forrester Research, Inc.          S-1                   11:396K                                   Bowne of Boston/FA
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Filing Submission 0000950170-24-028381   –   Alternative Formats (Word / Rich Text, HTML, Plain Text, et al.)

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