BARRETT BUSINESS SERVICES (NASDAQ: BBSI) EVP sells 8,779 shares in pre-set 10b5-1 trades
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
BARRETT BUSINESS SERVICES INC executive James R. Potts reported selling a total of 8,779 shares of common stock in open-market transactions. The sales occurred on July 2, July 6, and July 7, 2026 at prices around $37–$38 per share. Following these trades, Potts directly holds 32,035 shares. The filing notes the transactions were executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 15, 2025, indicating the sales were scheduled in advance rather than timed discretionarily.
Positive
- None.
Negative
- None.
Insider Trade Summary 10b5-1
Net Seller: 8,779 shares ($332,022)
Net Sell
3 txns
Insider
Potts James R
Role
EVP Gen Counsel & Secretary
Sold
8,779 shs ($332K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 3,490 | $38.00 | $133K |
| Sale | Common Stock | 3,487 | $37.5468 | $131K |
| Sale | Common Stock | 1,802 | $38.00 | $68K |
Holdings After Transaction:
Common Stock — 32,035 shares (Direct, null)
Footnotes (1)
- The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025. This transaction was executed in multiple trades at prices ranging from $36.96 to $37.83. 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.
Key Figures
Total shares sold: 8,779 shares
July 7, 2026 sale: 3,490 shares at $38.00
July 6, 2026 sale: 3,487 shares at $37.5468
+2 more
5 metrics
Total shares sold
8,779 shares
Aggregate common stock sales across three open-market trades in July 2026
July 7, 2026 sale
3,490 shares at $38.00
Open-market sale of BBSI common stock
July 6, 2026 sale
3,487 shares at $37.5468
Open-market sale at weighted average price
July 2, 2026 sale
1,802 shares at $38.00
Open-market sale of BBSI common stock
Post-transaction holdings
32,035 shares
Direct BBSI common stock held by Potts after final sale
Key Terms
Rule 10b5-1 trading plan, open-market sale, weighted average price
3 terms
Rule 10b5-1 trading plan regulatory
"The reported transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on December 15, 2025."
A Rule 10b5-1 trading plan is a pre-arranged schedule that allows company insiders to buy or sell stock at specific times, even if they have inside information. It helps prevent accusations of unfair trading by making these transactions look planned and transparent, rather than sneaky or illegal.
open-market sale financial
"transaction_action: open-market sale; transaction_code_description: Sale in open market or private transaction"
An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.
weighted average price financial
"This transaction was executed in multiple trades at prices ranging from $36.96 to $37.83. The price reported above reflects the weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
FAQ
What insider transactions did BBSI executive James R. Potts report?
James R. Potts reported selling 8,779 shares of BARRETT BUSINESS SERVICES INC common stock in three open-market trades. These sales occurred on July 2, 6, and 7, 2026, as detailed in a Form 4 insider filing.
Were the BBSI insider sales by James R. Potts pre-planned?
Yes. The filing states the reported transaction was effected under a Rule 10b5-1 trading plan adopted by Potts on December 15, 2025. Such plans schedule trades in advance, reducing the significance of short-term market timing.
How many BBSI insider sale transactions did James R. Potts execute?
Potts executed three open-market sale transactions in BBSI common stock. The trades were dated July 2, 2026, July 6, 2026, and July 7, 2026, and together they totaled 8,779 shares sold.