Barrett Business (BBSI) COO handles RSU vesting and tax withholding in shares

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Barrett Business Services Executive VP & COO Gerald Blotz reported a series of compensation-related stock transactions. On July 1, 2026, restricted stock units vested and were settled in common shares, with the issuer withholding 7,292 shares of common stock at $37.73 per share to cover tax obligations, a non‑market disposition coded as tax-withholding.

Across related exercises, he acquired 18,257 shares of common stock through derivative conversions tied to vested restricted stock units. The filing also shows new grants of 13,365 restricted stock units, each representing a contingent right to one common share that vests over multi‑year schedules described in the footnotes. Following these transactions, Blotz directly holds 212,757 shares of common stock and 5,216 restricted stock units, indicating these moves are routine compensation and tax events rather than open‑market trading.

Insider Trade Summary

18,257 shares exercised/converted

Mixed 14 txns

Insider Blotz Gerald

Role Executive VP & COO

Type	Security	Shares	Price	Value
Exercise	Restricted Stock Units	6,892	$0.00	--
Exercise	Restricted Stock Units	5,212	$0.00	--
Exercise	Restricted Stock Units	3,433	$0.00	--
Exercise	Restricted Stock Units	2,720	$0.00	--
Grant/Award	Restricted Stock Units	644	$0.00	--
Grant/Award	Restricted Stock Units	12,721	$0.00	--
Exercise	Common Stock	6,892	$0.00	--
Exercise	Common Stock	5,212	$0.00	--
Exercise	Common Stock	3,433	$0.00	--
Exercise	Common Stock	2,720	$0.00	--
Tax Withholding	Common Stock	2,752	$37.73	$104K
Tax Withholding	Common Stock	2,082	$37.73	$79K
Tax Withholding	Common Stock	1,371	$37.73	$52K
Tax Withholding	Common Stock	1,087	$37.73	$41K

Holdings After Transaction: Restricted Stock Units — 0 shares (Direct, null); Common Stock — 212,757 shares (Direct, null)

Footnotes (1)

Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock. 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. 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. 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. 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. 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 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.

Key Figures

Tax-withheld shares: 7,292 shares Tax withholding price: $37.73 per share Shares from exercises: 18,257 shares +3 more

6 metrics

Tax-withheld shares 7,292 shares Common stock withheld at $37.73 on July 1, 2026 for taxes

Tax withholding price $37.73 per share Price used for 7,292 shares delivered for tax liability

Shares from exercises 18,257 shares Common shares acquired via derivative exercises on July 1, 2026

New RSU grants 13,365 RSUs Awards of 12,721 and 644 restricted stock units granted

Common shares held 212,757 shares Direct common stock ownership following reported transactions

Outstanding RSUs 5,216 RSUs Restricted stock units remaining after exercises and grants

Key Terms

Restricted Stock Units, tax-withholding disposition, derivative exercise/conversion, Grant, award, or other acquisition, +1 more

5 terms

Restricted Stock Units financial

"Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock."

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for common stock used to pay tax liability"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

derivative exercise/conversion financial

"transaction_action: "derivative exercise/conversion" describing exercises of RSUs into common stock"

Grant, award, or other acquisition financial

"transaction_code_description: "Grant, award, or other acquisition" for new RSU awards"

vest in four annual installments financial

"The Restricted Stock Units vest in four annual installments beginning July 1, 2023"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 07/02/2026 - 08:03 PM Accepted by SEC EDGAR 07/02/2026 - 08:03 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Blotz Gerald

(Last)

(First)

(Middle)

8100 N.E. PARKWAY DRIVE, SUITE 200

(Street)

VANCOUVER

WASHINGTON

98662

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
BARRETT BUSINESS SERVICES INC [ BBSI ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	Executive VP & COO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
07/01/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	07/01/2026		M		6,892	A	$0.00	212,757	D
Common Stock	07/01/2026		M		5,212	A	$0.00	217,969	D
Common Stock	07/01/2026		M		3,433	A	$0.00	221,402	D
Common Stock	07/01/2026		M		2,720	A	$0.00	224,122	D
Common Stock	07/01/2026		F		2,752	D	$37.73	221,370	D
Common Stock	07/01/2026		F		2,082	D	$37.73	219,288	D
Common Stock	07/01/2026		F		1,371	D	$37.73	217,917	D
Common Stock	07/01/2026		F		1,087	D	$37.73	216,830	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Restricted Stock Units	⁽¹⁾	07/01/2026		M			6,892	⁽²⁾	⁽²⁾	Common Stock	6,892	$0.00	0.00	D
Restricted Stock Units	⁽¹⁾	07/01/2026		M			5,212	⁽³⁾	⁽³⁾	Common Stock	5,212	$0.00	5,216	D
Restricted Stock Units	⁽¹⁾	07/01/2026		M			3,433	⁽⁴⁾	⁽⁴⁾	Common Stock	3,433	$0.00	6,864	D
Restricted Stock Units	⁽¹⁾	07/01/2026		M			2,720	⁽⁵⁾	⁽⁵⁾	Common Stock	2,720	$0.00	8,159	D
Restricted Stock Units	⁽¹⁾	07/01/2026		A		644		⁽⁶⁾	⁽⁶⁾	Common Stock	644	$0.00	644	D
Restricted Stock Units	⁽¹⁾	07/01/2026		A		12,721		⁽⁷⁾	⁽⁷⁾	Common Stock	12,721	$0.00	12,721	D

Explanation of Responses:

1. Each Restricted Stock Unit represents a contingent right to receive one share of the Issuer's common stock.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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

7. 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.

Remarks:

	/s/ Anthony Harris, as attorney-in-fact	07/02/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transactions did BBSI executive Gerald Blotz report on July 1, 2026?

Gerald Blotz reported RSU vesting, related share issuances, and tax withholding on July 1, 2026. He acquired 18,257 common shares via derivative exercises and had 7,292 shares withheld at $37.73 each to satisfy tax obligations, with no open‑market purchases or sales.

How many Barrett Business Services (BBSI) shares were withheld for Gerald Blotz’s taxes?

A total of 7,292 Barrett Business Services shares were withheld for Gerald Blotz’s tax obligations. These non‑market dispositions were priced at $37.73 per share and reflect payment of tax liabilities on equity compensation rather than discretionary selling into the market.

How many BBSI shares did Gerald Blotz acquire through equity compensation on July 1, 2026?

Gerald Blotz acquired 18,257 Barrett Business Services common shares through derivative exercises linked to restricted stock units. These exercises reflect settlement of previously granted awards, increasing his direct share ownership as the RSUs converted into unrestricted common stock on the vesting date.

What new restricted stock unit (RSU) grants did BBSI award to Gerald Blotz?

Barrett Business Services granted Gerald Blotz 13,365 new restricted stock units, split into awards of 12,721 and 644 units. Each RSU represents a right to receive one common share, vesting over multi‑year schedules beginning between July 1, 2024 and July 1, 2027.

What are Gerald Blotz’s holdings in BBSI after these Form 4 transactions?

After these transactions, Gerald Blotz holds 212,757 shares of Barrett Business Services common stock directly. He also has 5,216 restricted stock units outstanding, each convertible into one common share upon vesting, providing additional future equity exposure beyond his current share position.

How do the RSU vesting schedules work for Gerald Blotz’s BBSI awards?

The RSUs generally vest in four annual installments beginning on July 1 of grant-related years such as 2023, 2024, 2025, 2026, and 2027. One RSU grant vests in a single installment on July 1, 2031, with each vested unit settled in unrestricted common shares.