Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARRETT BUSINESS SERVICES INCBBSI · Entity 5097 | EVP Gen Counsel & Secretary | July 02, 2026 | July 07, 2026 |
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 July 02, 2026 · Filed July 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 32,035 |
Ending reported balance
After 2026-07-07 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-02 · Sale · Disposed 1,802 · Balance 39,012 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. Row 2 · 2026-07-06 · Sale · Disposed 3,487 · Balance 35,525 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. F2: This transaction was executed in multiple trades at prices ranging from $36.96 to $37.83. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2026-07-07 · Sale · Disposed 3,490 · Balance 32,035 F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025.
F2: This transaction was executed in multiple trades at prices ranging from $36.96 to $37.83. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected.
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 07, 2026 Filed Jul 7, 2026 20:55 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 3,490 | $38.00 | $132,620.00 |
DisclosureSEC source: 0001824435-26-000005 · primarydocument.xml · nonDerivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 32,035 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 20:55 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 3,487 | $37.55 | $130,925.69 |
DisclosureSEC source: 0001824435-26-000005 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 35,525 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. F2 · price: This transaction was executed in multiple trades at prices ranging from $36.96 to $37.83. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 02, 2026 Filed Jul 7, 2026 20:55 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 1,802 | $38.00 | $68,476.00 |
DisclosureSEC source: 0001824435-26-000005 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 39,012 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 8,693 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 17 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,693 Underlying: Common Stock · 8,693 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2027, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F8 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2027, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 803 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 16 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 803 Underlying: Common Stock · 803 shares Expires not disclosed F1 · 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 vest in one installment on July 1, 2031, and will be settled by delivery of unrestricted shares of common stock on the vesting date F7 · derivative.expiration_date: The Restricted Stock Units vest in one installment on July 1, 2031, and will be settled by delivery of unrestricted shares of common stock on the vesting date Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 15 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,486 Underlying: Common Stock · 1,829 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. F1 · 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 annual installments beginning July 1, 2026, 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 annual installments beginning July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 14 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,596 Underlying: Common Stock · 2,299 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. F1 · 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 annual installments beginning July 1, 2025, 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 annual installments beginning July 1, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 13 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,256 Underlying: Common Stock · 3,256 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. F1 · 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 annual installments beginning July 1, 2024, 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 annual installments beginning July 1, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 12 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,696 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. F1 · 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 four annual installments beginning July 1, 2023, 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 four annual installments beginning July 1, 2023, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · derivative · entry 11 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 428 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 720 | $37.73 | $27,165.60 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 10 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,814 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 905 | $37.73 | $34,145.65 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 9 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,534 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,282 | $37.73 | $48,369.86 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 8 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,439 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,455 | $37.73 | $54,897.15 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 7 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,721 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 169 | $37.73 | $6,376.37 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 6 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,176 Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,829 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 5 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,345 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, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 4 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,516 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, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,217 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, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,961 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, 2026 Filed Jul 2, 2026 23:58 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 428 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000004 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,265 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 17, 2026 Filed Mar 18, 2026 23:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 1,803 | $28.68 | $51,710.04 |
DisclosureSEC source: 0001824435-26-000003 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 33,837 F1 · kind: The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 23:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 2,745 | $30.92 | $84,875.40 |
DisclosureSEC source: 0001824435-26-000002 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,640 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 23, 2026 Filed Feb 25, 2026 23:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 6,350 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000002 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,385 F1 · shares: Performance shares vested as of February 23, 2026. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:09 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 189 | $0.00 | $0.00 |
DisclosureSEC source: 0001824435-26-000001 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 189 Underlying: Common Stock · 189 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on January 1, 2031, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on January 1, 2031, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| August 14, 2025 Filed Aug 18, 2025 20:19 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 20,651 | $46.70 | $964,434.74 |
DisclosureSEC source: 0000950170-25-109741 · ownership.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,035 F1 · price: This transaction was executed in multiple trades at prices ranging from $46.51 to $47.155. The price reported above reflects the weighted average price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 7,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 14 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,315 Underlying: Common Stock · 7,315 shares Expires not disclosed F1 · 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 vest in four annual installments beginning July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F7 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 776 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 13 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 776 Underlying: Common Stock · 776 shares Expires not disclosed F1 · 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 one installment on July 1, 2030, 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 one installment on July 1, 2030, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 12 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,895 Underlying: Common Stock · 2,298 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. F1 · 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 annual installments beginning July 1, 2025, 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 annual installments beginning July 1, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 11 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,512 Underlying: Common Stock · 3,256 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. F1 · 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 annual installments beginning July 1, 2024, 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 annual installments beginning July 1, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 10 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,696 Underlying: Common Stock · 3,700 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. F1 · 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 four annual installments beginning July 1, 2023, 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 four annual installments beginning July 1, 2023, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · derivative · entry 9 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,544 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2022, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2022, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 905 | $42.65 | $38,598.25 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 8 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,686 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,282 | $42.65 | $54,677.30 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 7 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,591 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,456 | $42.65 | $62,098.40 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 6 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,873 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,395 | $42.65 | $59,496.75 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 5 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 56,329 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 4 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,724 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, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,426 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, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,700 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,170 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, 2025 Filed Jul 3, 2025 17:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005291 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,470 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 |
| February 24, 2025 Filed Feb 27, 2025 00:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 4,524 | $40.01 | $181,005.24 |
DisclosureSEC source: 0001562180-25-001711 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,926 F2 · shares: Disposed to cover tax. Reflects the number of shares withheld for taxes. Read SEC document |
| February 24, 2025 Filed Feb 27, 2025 00:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 11,051 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-001711 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,450 F1 · shares: Performance shares vested as of February 24, 2025. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 20:11 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-000048 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76 Underlying: Common Stock · 76 shares Expires not disclosed F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on January 1, 2030, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on January 1, 2030, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 17:56 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 4,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006838 · primarydocument.xml · derivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,708 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. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning September 16, 2021, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning September 16, 2021, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 17:56 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,853 | $36.77 | $68,134.81 |
DisclosureSEC source: 0001562180-24-006838 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,399 Read SEC document |
| September 16, 2024 Filed Sep 17, 2024 17:56 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 4,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-006838 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,252 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, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 633 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · primarydocument.xml · derivative · entry 11 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 633 Underlying: Common Stock · 633 shares Expires not disclosed F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F8 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2029, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F8 · derivative.expiration_date: The Restricted Stock Units vest in one installment on July 1, 2029, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 9,193 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · primarydocument.xml · derivative · entry 10 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,193 Underlying: Common Stock · 9,193 shares Expires not disclosed F3 · 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 vest in four annual installments beginning July 1, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F7 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · primarydocument.xml · derivative · entry 9 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,768 Underlying: Common Stock · 3,256 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. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F1 · shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F6 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2024, 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 annual installments beginning July 1, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F1 · derivative.underlying_shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F1 · balance_after: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · primarydocument.xml · derivative · entry 8 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,396 Underlying: Common Stock · 3,696 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. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F1 · shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F5 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2023, 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 annual installments beginning July 1, 2023, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F1 · derivative.underlying_shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F1 · balance_after: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · primarydocument.xml · derivative · entry 7 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,544 Underlying: Common Stock · 3,544 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. F3 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F1 · shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F4 · derivative.exercise_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2022, 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 annual installments beginning July 1, 2022, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F1 · derivative.underlying_shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F1 · balance_after: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. 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.