Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARRETT BUSINESS SERVICES INCBBSI · Entity 5097 | Executive VP & COO | July 01, 2026 | July 03, 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 01, 2026 · Filed July 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 216,830 |
Ending reported balance
After 2026-07-01 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2026-07-01 · Exercise / conversion · Acquired 6,892 · Balance 212,757 Row 2 · 2026-07-01 · Exercise / conversion · Acquired 5,212 · Balance 217,969 Row 3 · 2026-07-01 · Exercise / conversion · Acquired 3,433 · Balance 221,402 Row 4 · 2026-07-01 · Exercise / conversion · Acquired 2,720 · Balance 224,122 Row 5 · 2026-07-01 · Tax withholding · Disposed 2,752 · Balance 221,370 Row 6 · 2026-07-01 · Tax withholding · Disposed 2,082 · Balance 219,288 Row 7 · 2026-07-01 · Tax withholding · Disposed 1,371 · Balance 217,917 Row 8 · 2026-07-01 · Tax withholding · Disposed 1,087 · Balance 216,830 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2026-07-01 · Exercise / conversion · Disposed 6,892 · Balance 0 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 5,216 |
Reported balance
After 2026-07-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2026-07-01 · Exercise / conversion · Disposed 5,212 · Balance 5,216 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F3: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 6,864 |
Reported balance
After 2026-07-01 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2026-07-01 · Exercise / conversion · Disposed 3,433 · Balance 6,864 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 8,159 |
Reported balance
After 2026-07-01 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2026-07-01 · Exercise / conversion · Disposed 2,720 · Balance 8,159 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F5: 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 644 |
Reported balance
After 2026-07-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2026-07-01 · Grant · Acquired 644 · Balance 644 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F6: 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 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 12,721 |
Reported balance
After 2026-07-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2026-07-01 · Grant · Acquired 12,721 · Balance 12,721 F1: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F7: 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. |
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 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: 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: 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: 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: 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: 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.
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 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 2,653 | $32.63 | $86,567.39 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 8 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198,203 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 2,752 | $32.63 | $89,797.76 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 7 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200,856 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 3,784 | $32.63 | $123,471.92 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 6 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203,608 Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 5 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,392 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 |
| July 01, 2024 Filed Jul 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 5,216 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 4 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 207,048 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 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 6,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 3 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 201,832 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 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 6,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,188 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 3, 2024 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 9,476 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005610 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 188,296 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. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,539 | $115.83 | $178,262.37 |
DisclosureSEC source: 0001562180-24-001884 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,705 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 21:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 3,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-001884 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,244 F1 · shares: Performance shares vested as of February 26, 2024. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 18:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 35 | $115.00 | $4,025.00 |
DisclosureSEC source: 0001562180-24-000078 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,489 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 18:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000078 · primarydocument.xml · derivative · entry 3 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 76 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 January 1, 2024, 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, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 18:17 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 76 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-000078 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,524 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 946 | $87.52 | $82,793.92 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 10 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,448 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 689 | $87.52 | $60,301.28 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 9 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,394 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 664 | $87.52 | $58,113.28 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 8 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,083 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 603 | $87.52 | $52,774.56 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 7 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,747 Read SEC document |
| July 03, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 18 | $87.52 | $1,575.36 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 6 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,350 Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 5,215 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 16 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,215 Underlying: Common Stock · 5,215 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, 2024, 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, 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 15 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,170 Underlying: Common Stock · 1,724 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, 2023, 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, 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 14 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,322 Underlying: Common Stock · 1,662 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, 2022, 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, 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 13 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,369 Underlying: Common Stock · 2,368 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, 2021, 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, 2021, 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 12 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,510 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, 2020, 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, 2020, 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · derivative · entry 11 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 45 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 July 1, 2023, 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 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 5 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,368 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,724 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 4 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,000 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 01, 2023 Filed Jul 5, 2023 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 3 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,276 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,614 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 21:26 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 45 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005716 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,104 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 00:27 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,525 | $96.63 | $147,360.75 |
DisclosureSEC source: 0001562180-23-002097 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,059 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 27, 2023 Filed Mar 2, 2023 00:27 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 3,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-002097 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,584 F1 · shares: Performance shares vested as of February 27, 2023. Read SEC document |
| August 15, 2022 Filed Aug 17, 2022 15:40 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | SaleCommon Stock | 7,411 | $84.49 | $626,173.92 |
DisclosureSEC source: 0001562180-22-006131 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,834 F1 · kind: Shares sold to purchase a house near the Company's corporate headquarters in Vancouver, Washington. F2 · price: This transaction was executed in multiple trades at prices ranging from $84.14 to $84.68. 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, 2022 Filed Jul 6, 2022 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 6,894 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · derivative · entry 13 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,894 Underlying: Common Stock · 6,894 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 four annual installments beginning July 1, 2023, 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, 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · derivative · entry 12 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,984 Underlying: Common Stock · 1,661 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, 2022, 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, 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · derivative · entry 11 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,737 Underlying: Common Stock · 2,369 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, 2021, 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, 2021, 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · derivative · entry 10 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,510 Underlying: Common Stock · 1,510 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, 2020, 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, 2020, 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 1,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · derivative · entry 9 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,262 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, 2019, 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, 2019, 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 824 | $73.54 | $60,596.96 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 8 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,245 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 7 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,069 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 1,176 | $73.54 | $86,483.04 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 6 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,408 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,369 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 5 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,584 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 749 | $73.54 | $55,081.46 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 4 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,215 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 3 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,964 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 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 626 | $73.54 | $46,036.04 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,454 Read SEC document |
| July 01, 2022 Filed Jul 6, 2022 20:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 1,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-005557 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,080 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 01, 2022 Filed Mar 2, 2022 21:27 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Tax withholdingCommon Stock | 963 | $58.69 | $56,518.47 |
DisclosureSEC source: 0001562180-22-002118 · primarydocument.xml · nonDerivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,818 F2 · shares: Disposed to Cover Tax- Reflects the number of shares withheld for taxes. Read SEC document |
| February 28, 2022 Filed Mar 1, 2022 18:12 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative | 3,750 | $0.00 Strike: $17.55 | $0.00 |
DisclosureSEC source: 0001562180-22-002031 · primarydocument.xml · derivative · entry 2 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,750 shares Expires 2022-03-07 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 28, 2022 Filed Mar 1, 2022 18:12 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,750 | $17.55 | $65,812.50 |
DisclosureSEC source: 0001562180-22-002031 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,985 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 28, 2022 Filed Mar 2, 2022 21:27 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantCommon Stock | 1,796 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-002118 · primarydocument.xml · nonDerivative · entry 1 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,781 F1 · shares: Performance shares vested as of February 28, 2022. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 21:47 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 6,645 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-21-004802 · primarydocument.xml · derivative · entry 13 Blotz Gerald · CIK 0001606794 · Executive VP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,645 Underlying: Common Stock · 6,645 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 four annual installments beginning July 1, 2022, 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, 2022, 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.