Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BARRETT BUSINESS SERVICES INCBBSI · Entity 5097 | Director | 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 | 17,735 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 2,344 · Balance 17,735 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-01 · Exercise / conversion · Disposed 2,344 · 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 one installment on 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 | 2,782 |
Reported balance
After 2026-07-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-01 · Grant · Acquired 2,782 · Balance 2,782 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 one installment on 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 one installment on July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date.
F3: 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.
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, 2026 Filed Jul 3, 2026 00:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001945290-26-000001 · primarydocument.xml · derivative · entry 3 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,782 Underlying: Common Stock · 2,782 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, 2027, 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, 2027, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 3, 2026 00:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001945290-26-000001 · primarydocument.xml · derivative · entry 2 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,344 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F2 · derivative.expiration_date: The Restricted Stock Units vest in one installment on July 1, 2026, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2026 Filed Jul 3, 2026 00:04 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001945290-26-000001 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,735 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 |
| November 11, 2025 Filed Nov 12, 2025 21:59 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $34.83 | $34,830.00 |
DisclosureSEC source: 0001945290-25-000003 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,391 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005283 · primarydocument.xml · derivative · entry 3 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,344 Underlying: Common Stock · 2,344 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, 2025 Filed Jul 3, 2025 17:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 3,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005283 · primarydocument.xml · derivative · entry 2 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,064 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F2 · derivative.exercise_date: The Restricted Stock Units vest in one installment on July 1, 2025, 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, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:28 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 3,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005283 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,391 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 |
| November 12, 2024 Filed Nov 19, 2024 23:14 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,635 | $43.01 | $70,319.72 |
DisclosureSEC source: 0001562180-24-007804 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,327 F1 · price: This transaction was executed in multiple trades at prices ranging from $42.99 to $43.05. 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, 2024 Filed Jul 3, 2024 21:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 3,064 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005612 · primarydocument.xml · derivative · entry 3 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,064 Underlying: Common Stock · 3,064 shares Expires not disclosed F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F4 · derivative.exercise_date: The Restricted Stock Units vest in one equal annual installment beginning July 1, 2025, 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 equal annual installment beginning July 1, 2025, and will be settled by delivery of unrestricted shares of common stock on the vesting date Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 4,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005612 · primarydocument.xml · derivative · entry 2 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,584 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. F1 · shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. F3 · derivative.exercise_date: The Restricted Stock Units vest in one equal annual installment beginning July 1, 2024, 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 equal annual installment beginning July 1, 2024, and will be settled by delivery of unrestricted shares of common stock on the vesting date. F1 · derivative.underlying_shares: Adjusted to reflect a four-for-one forward split of the Issuer's common stock effective on June 21, 2024. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:51 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 4,584 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-24-005612 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,692 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 |
| November 09, 2023 Filed Nov 13, 2023 16:05 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 290 | $103.05 | $29,883.92 |
DisclosureSEC source: 0001562180-23-007635 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,277 Read SEC document |
| July 01, 2023 Filed Jul 5, 2023 21:36 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 1,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005722 · primarydocument.xml · derivative · entry 3 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,146 Underlying: Common Stock · 1,146 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 equal annual installment beginning July 1, 2024, 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 equal annual installment 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 21:36 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005722 · primarydocument.xml · derivative · entry 2 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 987 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 equal annual installment beginning 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 equal annual installment 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 21:36 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 987 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-23-005722 · primarydocument.xml · nonDerivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 987 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 |
| September 16, 2022 Filed Sep 20, 2022 20:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 987 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001562180-22-006742 · primarydocument.xml · derivative · entry 1 Clabby Joseph Stephen · CIK 0001945290 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 987 Underlying: Common Stock · 987 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 1st, 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 on July 1st, 2023 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.