BARRETT BUSINESS SERVICES INC
For the period ended Dec 31, 2025. Filed Feb 26, 2026.
View on SEC.govAbout this filing
A company's yearly report to the SEC, with audited financial statements. It is the fullest account a company gives of its business, its finances and the risks it sees.
FY2025 · Filed Feb 26, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Item 9B. Other Information
Rule 10b5-1 Trading Arrangements
During the quarter ended December 31, 2025, the executive officers of the Company listed below adopted a “Rule 10b5-1 trading arrangement” (as defined in Item 408 of Regulation S-K adopted under the Exchange Act). There were no “non-Rule 10b5-1 trading arrangements” (as defined in Item 408(c))adopted, modified, orterminated by the Company’s directors and executive officers during the quarter ended December 31, 2025. The Rule 10b5-1 trading arrangements listed below were adopted in accordance with the Company’s Insider Trading Policy. Actual sale transactions made pursuant to the Rule 10b5-1 trading arrangements described below will be disclosed publicly in Section 16 filings with the SEC in accordance with applicable securities laws, rules, and regulations.
| Maximum | ||||
| Number of Shares | ||||
| That May Be Sold | ||||
| Name and Title | Action | Plan Date | Under the Plan | Plan Expiration Date |
|---|---|---|---|---|
| Gerald Blotz, Executive Vice President and Chief Operating Officer | Adoption | December 15, 2025 | Indeterminable(1) | July 10, 2026 |
| James Potts, Executive Vice President and General Counsel | Adoption | December 15, 2025 | Indeterminable(2) | July 31, 2026 |
(1) Mr. Blotz's Rule 10b5-1 Trading Plan (the "Blotz Plan") provides for the potential sale of up to (i)18,257 shares of common stock beginning on July 3, 2026 upon the vesting of restricted stock units ("RSUs") that are expected to vest on July 1, 2026, and (ii)14,354 shares of common stock beginning on March 16, 2026 from performance stock units ("PSUs") that vested on February 23, 2026. Shares in the Blotz Plan underlying RSUs and PSUs may only be sold following satisfaction of the applicable time-based and performance-based vesting requirements. Additionally, shares will only be sold provided that the market price of the Company’s common stock is higher than minimum threshold prices specified in the Blotz Plan. Due to the minimum threshold prices, the time-based and performance-based vesting requirements, and the number of shares to be withheld to satisfy applicable tax obligations, the exact number of shares to be sold pursuant to the Blotz Plan is not yet determinable. For purposes of this disclosure, we have included the maximum number of shares available to be sold without regard to vesting or withholding conditions. The Blotz Plan is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
(2) Mr. Potts’s Rule 10b5-1 Trading Plan (the "Potts Plan") provides for the potential sale of up to (i)11,508 shares of common stock beginning on July 3, 2026 upon the vesting of RSUs that are expected to vest on July 1, 2026, and (ii)6,350 shares of common stock beginning on March 16, 2026 from PSUs that vested on February 23, 2026. Shares in the Potts Plan underlying RSUs and PSUs may only be sold following satisfaction of the applicable time-based and performance-based vesting requirements. Additionally, shares will only be sold provided that the market price of the Company’s common stock is higher than minimum threshold prices specified in the Potts Plan. Due to the minimum threshold prices, the time-based and performance-based vesting requirements, and the number of shares to be withheld to satisfy applicable tax obligations, the exact number of shares to be sold pursuant to the Potts Plan is not yet determinable. For purposes of this disclosure, we have included the maximum number of shares available to be sold without regard to vesting or withholding conditions. The Potts Plan is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act.
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.