Welcome to our dedicated page for Barrett Business Svcs SEC filings (Ticker: BBSI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Barrett Business Services, Inc. (BBSI) SEC filings page on Stock Titan provides access to the company’s official regulatory disclosures as a NASDAQ-listed issuer. BBSI operates as a human resources consulting and business management services company and is one of the largest professional employer organizations (PEOs) in the U.S., serving more than 8,100 PEO clients across all 50 states. Its filings with the U.S. Securities and Exchange Commission offer detailed insight into how this PEO and HR outsourcing model is reflected in its financial statements and risk disclosures.
Through annual reports on Form 10-K and quarterly reports on Form 10-Q, BBSI reports revenues from professional employer services and staffing services, gross billings, worksite employee (WSE) metrics, workers’ compensation expenses, and gross margin as a percentage of gross billings. These filings also describe the company’s integrated platform of payroll processing, employee benefits, workers’ compensation coverage, risk management and workplace safety programs, and human resource administration.
Current reports on Form 8-K document material events such as quarterly earnings releases, dividend declarations, stock repurchase program authorizations, and amendments to BBSI’s revolving credit facility with its principal bank, Wells Fargo Bank, National Association. For example, recent 8-K filings have covered the extension of a $50 million revolving credit line, authorization of a new stock repurchase program, and the declaration of regular quarterly cash dividends.
On this page, Stock Titan surfaces BBSI’s SEC filings in real time as they are posted to EDGAR and enhances them with AI-powered summaries. These summaries are designed to highlight key elements of lengthy documents, such as segment performance, workers’ compensation trends, capital allocation decisions, and updates to credit facilities, helping readers quickly understand the implications of each filing.
Investors researching BBSI 10-Ks, 10-Qs, and 8-Ks can use this page to track the company’s financial condition, risk factors, and corporate actions over time. In addition, insider transaction reports on Form 4, when available, can provide visibility into equity transactions by BBSI directors and officers. Together, these filings form a regulatory record of how BBSI manages its PEO operations, staffing activities, workers’ compensation exposure, and capital structure.
Royce & Associates reports beneficial ownership of 1,372,798 shares (5.45%) of Barrett Business Services, Inc. The Schedule 13G states Royce has sole voting and dispositive power over these 1,372,798 shares as of the reporting period and the filing is signed by a Vice President on 04/21/2026.
The filing explains the holdings are managed by RALP, an investment management subsidiary of Franklin Resources, Inc., and disclaims pecuniary interest and group attribution to certain FRI principals.
Barrett Business Services, Inc. is asking stockholders to vote at a fully virtual annual meeting on June 1, 2026. Proposals include electing nine directors, approving an advisory “say‑on‑pay” vote on executive compensation, and ratifying Deloitte & Touche LLP as auditor for 2026.
Stockholders are also asked to approve a Second Amended and Restated 2020 Stock Incentive Plan that would increase the total shares available for equity awards from 2,900,000 to 4,100,000, equal to an additional 1,200,000 shares. The company reports 24,559,649 common shares outstanding as of April 6, 2026.
Barrett Business Services, Inc. reported that the United States Tax Court granted the IRS’s motion for partial summary judgment and denied the company’s motion regarding wage-based tax credits, including the Work Opportunity Tax Credit and Empowerment Zone Employment Credit, for tax years 2017 through 2020.
Because of this opinion, the company expects to record approximately $8.6 million of additional tax expense and approximately $3.4 million of related interest in the first quarter of 2026, covering tax years 2017–2022. The company does not plan to record penalties, is evaluating appeal options, and does not expect any effect on current operations or client services.
Barrett Business Services Inc: The Vanguard Group filed an amended Schedule 13G reporting 0 shares of Common Stock and 0% beneficial ownership as of the amendment. The filing explains an internal realignment January 12, 2026 that led certain Vanguard subsidiaries to report holdings separately.
Barrett Business Services director Mark Steven Finn reported an open-market purchase of 1,000 shares of common stock at an average price of $29.3965 per share. After this transaction, he directly owns a total of 19,943 shares of the company’s stock.
Barrett Business Services director buys additional shares on open market. Director Mark Steven Finn purchased a total of 1,000 shares of Barrett Business Services common stock in two open-market transactions at prices of $27.8800 and $27.9250 per share.
Following these purchases, Finn directly owns 18,943 shares of the company’s common stock, indicating a modest increase in his personal stake.
BARRETT BUSINESS SERVICES INC executive reports small share sale under pre-arranged plan. EVP, General Counsel & Secretary James R. Potts sold 1,803 shares of common stock in an open-market transaction at $28.68 per share. After the sale, he still directly owns 33,837 shares. The transaction was executed under a Rule 10b5-1 trading plan adopted on December 15, 2025, indicating it was pre-scheduled rather than timed discretionarily.
BARRETT BUSINESS SERVICES INC President & CEO Gary Kramer bought more company stock in the open market. On March 13, 2026, he purchased 8,370 shares of common stock at a weighted average price of $26.8898 per share. According to the filing, these trades occurred in multiple lots between $26.83 and $26.92 per share and were reported as an open-market purchase. After this transaction, Kramer directly owns 328,801 BBSI common shares.