Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARRETT BUSINESS SERVICES INCBBSI · Entity 5097 | Director | June 05, 2023 | June 06, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
BARRETT BUSINESS SERVICES INC
Report date June 05, 2023 · Filed June 06, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,136 |
Reported balance
After 2023-06-05 transaction · row 1
1 source rowRow 1 · 2023-06-05 · Exercise / conversion · Acquired 1,359 · Balance 14,136 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2023-06-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2023-06-05 · Exercise / conversion · Disposed 1,359 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2: The RSU award that was scheduled to vest on July 1, 2023, was accelerated and vested as of the conclusion of the Issuer's 2023 Annual Meeting of Stockholders on June 5, 2023, when the reporting person ceased to be a director. |
| Common StockSEC Table I · non-derivative | IndirectBy Justesen Ranches | 9,499 |
Reported balance
Holding disclosure · report date 2023-06-05 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,499 |
| Common StockSEC Table I · non-derivative | IndirectBy Justesen Ranches Keogh Plan | 7,500 |
Reported balance
Holding disclosure · report date 2023-06-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 7,500 |
Filing footnotes · ownership attribution and instrument terms
F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock.
F2: The RSU award that was scheduled to vest on July 1, 2023, was accelerated and vested as of the conclusion of the Issuer's 2023 Annual Meeting of Stockholders on June 5, 2023, when the reporting person ceased to be a director.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · derivative · entry 8 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 727 Underlying: Common Stock · 363 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F4 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 647 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · derivative · entry 7 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 647 Underlying: Common Stock · 647 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in two equal annual installments beginning on July 1, 2019, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F3 · derivative.expiration_date: The Restricted Stock Units vest in two equal annual installments beginning on July 1, 2019, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · nonDerivative · entry 4 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,471 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 321 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · nonDerivative · entry 3 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,216 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · nonDerivative · entry 2 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,895 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2018 Filed Jul 4, 2018 00:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-18-003214 · primarydocument.xml · nonDerivative · entry 1 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,581 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 22, 2018 Filed Mar 26, 2018 23:11 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 4,000 | $86.00 | $344,000.00 |
DisclosureSEC source: 0001144204-18-016971 · tv489594_4.xml · nonDerivative · entry 1 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Justesen Ranches Disclosed balance after: 9,499 F1 · balance_after: The reporting person is a co-owner of Justesen Ranches. The reporting person disclaims beneficial ownership of the reported securities except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · derivative · entry 11 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 248 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F7 · derivative.exercise_date: The Restricted Stock Units vested in four equal annual installments beginning on July 1, 2014. F7 · derivative.expiration_date: The Restricted Stock Units vested in four equal annual installments beginning on July 1, 2014. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · derivative · entry 10 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 255 Underlying: Common Stock · 256 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F6 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F6 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2015, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · derivative · entry 9 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 642 Underlying: Common Stock · 322 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F5 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F5 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · derivative · entry 8 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942 Underlying: Common Stock · 314 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F4 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 1,090 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · derivative · entry 7 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,090 Underlying: Common Stock · 1,090 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3 · derivative.exercise_date: The Restricted Stock Units vest in three equal annual installments beginning on July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F3 · derivative.expiration_date: The Restricted Stock Units vest in three equal annual installments beginning on July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 248 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · nonDerivative · entry 4 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 256 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · nonDerivative · entry 3 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,970 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 322 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · nonDerivative · entry 2 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,714 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2017 Filed Jul 6, 2017 01:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 314 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-17-035835 · v470399_4.xml · nonDerivative · entry 1 Justesen Jon L · CIK 0001311958 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,392 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.