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Blotz Gerald

Disclosed activity across 1 company

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33358
SEC CIK
0001606794

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
BARRETT BUSINESS SERVICES INCBBSI · Entity 5097Executive VP & COOJuly 01, 2026July 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect216,830 Ending reported balance After 2026-07-01 transaction · row 8
8 source rows · reconciled sequence

Row 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 securityDirect0 Reported balance After 2026-07-01 transaction · row 9 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect5,216 Reported balance After 2026-07-01 transaction · row 10 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect6,864 Reported balance After 2026-07-01 transaction · row 11 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect8,159 Reported balance After 2026-07-01 transaction · row 12 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect644 Reported balance After 2026-07-01 transaction · row 13 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityDirect12,721 Reported balance After 2026-07-01 transaction · row 14 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
July 01, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 2,369 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · derivative · entry 12

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,106

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.

F5 · 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.

F5 · 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, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 1,511 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · derivative · entry 11

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,020

Underlying: Common Stock · 1,511 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, 2020, 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, 2020, 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 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · derivative · entry 10

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,262

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.

F3 · 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.

F3 · 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, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 2,127 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · 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 · 2,127 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, 2018, 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, 2018, 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 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,175 $73.36 $86,198.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 8

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,235

Read SEC document
July 01, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 2,369 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 7

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,410

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 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 750 $73.36 $55,020.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 6

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,041

Read SEC document
July 01, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,511 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 5

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,791

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 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 626 $73.36 $45,923.36
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 4

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,280

Read SEC document
July 01, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 3

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,906

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 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,055 $73.36 $77,394.80
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 2

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,644

Read SEC document
July 01, 2021 Filed Jul 6, 2021 21:47 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 2,127 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-004802 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,699

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
April 12, 2021 Filed Apr 14, 2021 21:56 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 3,750 $0.00 Strike: $15.03 $0.00
Disclosure

SEC source: 0001562180-21-002817 · 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 2021-04-13

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
April 12, 2021 Filed Apr 14, 2021 21:56 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 3,750 $15.03 $56,362.50
Disclosure

SEC source: 0001562180-21-002817 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,572

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 05, 2021 Filed Mar 10, 2021 00:44 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 833 $71.62 $59,659.46
Disclosure

SEC source: 0001562180-21-002124 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,822

F1 · shares: Reflects the number of shares withheld for taxes.

Read SEC document
March 01, 2021 Filed Mar 4, 2021 00:31 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 GrantCommon Stock 1,680 $0.00 $0.00
Disclosure

SEC source: 0001562180-21-001950 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,655

F1 · shares: Performance shares vested as of March 1, 2021.

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 GrantRestricted Stock Units · Derivative 9,475 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · derivative · entry 13

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,475

Underlying: Common Stock · 9,475 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, 2021, 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, 2021, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 1,510 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · derivative · entry 12

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,531

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.

F5 · 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.

F5 · 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, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · derivative · entry 11

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,524

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.

F4 · 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.

F4 · 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, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 2,127 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · derivative · entry 10

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,127

Underlying: Common Stock · 2,127 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, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F3 · derivative.expiration_date: The Restricted Stock Units vest in four annual installments beginning July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · 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 · 3,750 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, 2017, 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, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,860 $51.45 $95,697.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 8

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,975

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 3,750 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 7

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,835

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, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 626 $51.45 $32,207.70
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 6

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,085

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 5

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,711

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, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 749 $51.45 $38,536.05
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 4

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,449

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,510 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 3

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,198

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, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,055 $51.45 $54,279.75
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 2

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,688

Read SEC document
July 01, 2020 Filed Jul 7, 2020 01:27 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 2,127 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-005036 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · Executive VP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,743

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 26, 2020 Filed Feb 29, 2020 01:54 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,471 $65.47 $96,306.37
Disclosure

SEC source: 0001562180-20-001824 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,616

F1 · shares: Reflects the number of shares withheld for taxes.

Read SEC document
February 24, 2020 Filed Feb 27, 2020 01:58 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 GrantCommon Stock 2,965 $0.00 $0.00
Disclosure

SEC source: 0001562180-20-001772 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,087

F1 · shares: Performance shares vested as of February 24, 2020 for the 2017-2019 performance period.

Read SEC document
December 12, 2019 Filed Dec 17, 2019 00:29 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionEmployee Stock Options (Right to Buy) · Derivative 1,250 $0.00 Strike: $13.75 $0.00
Disclosure

SEC source: 0001562180-19-006104 · primarydocument.xml · derivative · entry 4

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,250 shares

Expires 2020-04-12

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
December 12, 2019 Filed Dec 17, 2019 00:29 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 SaleCommon Stock 2 $91.67 $183.34
Disclosure

SEC source: 0001562180-19-006104 · primarydocument.xml · nonDerivative · entry 3

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,122

Read SEC document
December 12, 2019 Filed Dec 17, 2019 00:29 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 SaleCommon Stock 5,480 $90.89 $498,077.20
Disclosure

SEC source: 0001562180-19-006104 · primarydocument.xml · nonDerivative · entry 2

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,124

F1 · price: This transaction was executed in multiple trades at prices ranging from $90.50 to $91.49. 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.

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December 12, 2019 Filed Dec 17, 2019 00:29 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,250 $13.75 $17,187.50
Disclosure

SEC source: 0001562180-19-006104 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,604

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.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 14

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,786

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.

F3 · derivative.exercise_price: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2020, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F7 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2019, 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 equal annual installments beginning on July 1, 2019, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 2,128 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 13

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,254

Underlying: Common Stock · 2,128 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: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2020, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F6 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F6 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2018, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 3,750 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 12

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,750

Underlying: Common Stock · 3,750 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: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2020, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F5 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F5 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2017, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionRestricted Stock Units · Derivative 2,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 11

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,500 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: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2020, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F4 · derivative.exercise_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

F4 · derivative.expiration_date: The Restricted Stock Units vest in four equal annual installments beginning on July 1, 2016, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 GrantRestricted Stock Units · Derivative 6,041 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 10

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,041

Underlying: Common Stock · 6,041 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 equal annual installments beginning on 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 equal annual installments beginning on July 1, 2020, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 GrantRestricted Stock Units · Derivative 86 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · derivative · entry 9

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86

Underlying: Common Stock · 86 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 July 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 July 1, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 626 $80.69 $50,511.94
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 8

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,354

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 1,262 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 7

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,980

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.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,056 $80.69 $85,208.64
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 6

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,718

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 2,128 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 5

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,774

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.

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,860 $80.69 $150,083.40
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 4

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,646

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 3,750 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 3

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,506

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, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 1,240 $80.69 $100,055.60
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 2

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,756

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July 01, 2019 Filed Jul 3, 2019 23:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Exercise / conversionCommon Stock 2,500 $0.00 $0.00
Disclosure

SEC source: 0001562180-19-003866 · primarydocument.xml · nonDerivative · entry 1

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,996

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.

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March 06, 2019 Filed Mar 8, 2019 00:00 UTC BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 Tax withholdingCommon Stock 376 $81.50 $30,644.00
Disclosure

SEC source: 0001562180-19-001808 · primarydocument.xml · nonDerivative · entry 2

Blotz Gerald · CIK 0001606794 · VP & COO - Field Operations

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,496

F2 · shares: Reflects the number of shares withheld for taxes.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.