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 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,282 | $32.63 | $41,831.66 |
DisclosureSEC source: 0001562180-24-005629 · 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: 35,544 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,395 | $32.63 | $45,518.85 |
DisclosureSEC source: 0001562180-24-005629 · 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: 36,826 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,455 | $32.63 | $47,476.65 |
DisclosureSEC source: 0001562180-24-005629 · 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: 38,221 Read SEC document |
| July 01, 2024 Filed Jul 4, 2024 00:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · 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: 39,676 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 | Exercise / conversionCommon Stock | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · 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: 36,420 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 | Exercise / conversionCommon Stock | 3,696 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005629 · 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: 32,876 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 · balance_after: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F2 · balance_after: Reflects the correction of an error in the reporting person's Form 4 filed March 1, 2023 that understated the shares withheld to cover taxes by 6 shares (24 shares post-split). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,238 | $115.83 | $143,397.54 |
DisclosureSEC source: 0001562180-24-001886 · 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: 7,301 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 3,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001886 · 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: 8,539 F1 · shares: Performance shares vested as of February 26, 2024. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 18:25 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 21 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000080 · 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: 21 Underlying: Common Stock · 21 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, 2029, 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, 2029, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| September 18, 2023 Filed Sep 19, 2023 16:15 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 464 | $91.48 | $42,446.72 |
DisclosureSEC source: 0001562180-23-006928 · 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: 5,536 Read SEC document |
| September 16, 2023 Filed Sep 19, 2023 16:15 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006928 · 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: 1,177 Underlying: Common Stock · 1,177 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, 2023 Filed Sep 19, 2023 16:15 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-006928 · 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: 6,000 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 03, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 364 | $87.52 | $31,857.28 |
DisclosureSEC source: 0001562180-23-005714 · 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: 4,823 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 349 | $87.52 | $30,544.48 |
DisclosureSEC source: 0001562180-23-005714 · 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: 5,187 Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 228 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · 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: 228 Underlying: Common Stock · 228 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. F5 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2028, 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 one installment on July 1, 2028, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 3,256 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · 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: 3,256 Underlying: Common Stock · 3,256 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. 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, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · primarydocument.xml · derivative · entry 6 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,773 Underlying: Common Stock · 925 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, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · primarydocument.xml · derivative · entry 5 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,772 Underlying: Common Stock · 886 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, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · 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: 5,536 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, 2023 Filed Jul 5, 2023 21:23 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005714 · 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: 4,611 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 27, 2023 Filed Mar 2, 2023 00:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,238 | $96.63 | $119,627.94 |
DisclosureSEC source: 0001562180-23-002100 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,725 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 00:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002100 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,963 F1 · shares: Performance shares vested as of February 27, 2023. Read SEC document |
| January 01, 2023 Filed Jan 4, 2023 23:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 55 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-000157 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55 Underlying: Common Stock · 55 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, 2028, 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, 2028, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006740 · primarydocument.xml · derivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,354 Underlying: Common Stock · 1,177 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 equal 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 equal 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, 2022 Filed Sep 20, 2022 20:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 464 | $80.20 | $37,212.80 |
DisclosureSEC source: 0001562180-22-006740 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,963 Read SEC document |
| September 16, 2022 Filed Sep 20, 2022 20:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006740 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,427 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, 2022 Filed Jul 6, 2022 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 564 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005549 · primarydocument.xml · derivative · entry 5 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 564 Underlying: Common Stock · 564 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. F4 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2027, 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 one installment on July 1, 2027, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 3,698 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005549 · primarydocument.xml · derivative · entry 4 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,698 Underlying: Common Stock · 3,698 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. 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, 2022 Filed Jul 6, 2022 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005549 · primarydocument.xml · derivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658 Underlying: Common Stock · 886 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, 2022 Filed Jul 6, 2022 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 349 | $73.54 | $25,665.46 |
DisclosureSEC source: 0001562180-22-005549 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,250 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 886 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005549 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,599 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 |
| January 01, 2022 Filed Jan 4, 2022 21:09 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-000080 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133 Underlying: Common Stock · 133 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, 2027, 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, 2027, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 21:18 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,177 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006021 · primarydocument.xml · derivative · entry 3 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,531 Underlying: Common Stock · 1,177 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 equal 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 equal 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, 2021 Filed Sep 20, 2021 21:18 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 464 | $76.07 | $35,296.48 |
DisclosureSEC source: 0001562180-21-006021 · primarydocument.xml · nonDerivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 713 Read SEC document |
| September 16, 2021 Filed Sep 20, 2021 21:18 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-006021 · primarydocument.xml · nonDerivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177 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, 2021 Filed Jul 6, 2021 21:03 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 107 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004783 · primarydocument.xml · derivative · entry 2 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107 Underlying: Common Stock · 107 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. F3 · 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. F3 · 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, 2021 Filed Jul 6, 2021 21:03 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 3,544 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004783 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,544 Underlying: Common Stock · 3,544 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 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 |
| September 16, 2020 Filed Sep 17, 2020 20:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 4,708 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-20-006031 · primarydocument.xml · derivative · entry 1 Potts James R · CIK 0001824435 · EVP Gen Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,708 Underlying: Common Stock · 4,708 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 four equal 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 equal 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.