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 | 23,287 |
Reported balance
After 2026-07-01 transaction · row 1
1 source rowRow 1 · 2026-07-01 · Exercise / conversion · Acquired 2,344 · Balance 23,287 |
| 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 00:05 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0002064118-26-000005 · primarydocument.xml · derivative · entry 3 Finn Mark Steven · CIK 0002064118 · 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 00:05 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0002064118-26-000005 · primarydocument.xml · derivative · entry 2 Finn Mark Steven · CIK 0002064118 · 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 00:05 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0002064118-26-000005 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,287 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 |
| May 13, 2026 Filed May 13, 2026 16:30 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $28.60 | $28,600.00 |
DisclosureSEC source: 0002064118-26-000004 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,943 Read SEC document |
| March 26, 2026 Filed Mar 26, 2026 17:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $29.40 | $29,396.50 |
DisclosureSEC source: 0002064118-26-000003 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,943 Read SEC document |
| March 20, 2026 Filed Mar 20, 2026 21:16 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 500 | $27.88 | $13,940.00 |
DisclosureSEC source: 0002064118-26-000002 · primarydocument.xml · nonDerivative · entry 2 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,943 Read SEC document |
| March 19, 2026 Filed Mar 20, 2026 21:16 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 500 | $27.93 | $13,962.50 |
DisclosureSEC source: 0002064118-26-000002 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,443 Read SEC document |
| March 03, 2026 Filed Mar 3, 2026 23:44 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $27.60 | $27,595.00 |
DisclosureSEC source: 0002064118-26-000001 · primarydocument.xml · nonDerivative · entry 2 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,943 Read SEC document |
| March 02, 2026 Filed Mar 3, 2026 23:44 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $27.72 | $27,720.00 |
DisclosureSEC source: 0002064118-26-000001 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,943 Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 21:57 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $34.39 | $34,387.50 |
DisclosureSEC source: 0002064118-25-000002 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,943 Read SEC document |
| September 11, 2025 Filed Sep 12, 2025 19:03 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 500 | $47.06 | $23,529.95 |
DisclosureSEC source: 0002064118-25-000001 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,943 Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 17:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 2,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005287 · primarydocument.xml · derivative · entry 3 Finn Mark Steven · CIK 0002064118 · 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 17:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005287 · primarydocument.xml · derivative · entry 2 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 593 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 17:29 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | Exercise / conversionCommon Stock | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-005287 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,443 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 |
| June 11, 2025 Filed Jun 12, 2025 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $41.93 | $41,928.90 |
DisclosureSEC source: 0001562180-25-004737 · primarydocument.xml · nonDerivative · entry 2 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,850 Read SEC document |
| June 10, 2025 Filed Jun 12, 2025 18:01 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $42.46 | $42,463.60 |
DisclosureSEC source: 0001562180-25-004737 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,850 Read SEC document |
| June 03, 2025 Filed Jun 4, 2025 00:05 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 2,000 | $41.78 | $83,559.80 |
DisclosureSEC source: 0001562180-25-004388 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,850 Read SEC document |
| June 02, 2025 Filed Jun 2, 2025 20:43 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 1,000 | $41.35 | $41,349.30 |
DisclosureSEC source: 0001562180-25-004306 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,850 Read SEC document |
| May 12, 2025 Filed May 13, 2025 21:50 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | PurchaseCommon Stock | 4,000 | $41.10 | $164,415.20 |
DisclosureSEC source: 0001562180-25-003797 · primarydocument.xml · nonDerivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,850 F1 · price: This transaction was executed in multiple trades at prices ranging from $40.98 to $41.255. 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 |
| April 07, 2025 Filed Apr 8, 2025 20:34 UTC | BARRETT BUSINESS SERVICES INC BBSI · Entity 5097 | GrantRestricted Stock Units · Derivative | 593 | $0.00 | $0.00 |
DisclosureSEC source: 0001562180-25-003070 · primarydocument.xml · derivative · entry 1 Finn Mark Steven · CIK 0002064118 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 593 Underlying: Common Stock · 593 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, 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.