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Anthony J. Harris

Chief Financial Officer and Principal Accounting Officer at BARRETT BUSINESS SERVICES
Executive

About Anthony J. Harris

Anthony J. Harris, age 41, is Executive Vice President, Chief Financial Officer and Principal Accounting Officer of BBSI. He joined BBSI in September 2016 as Controller, became Executive Director of Accounting and Finance in March 2018, and was promoted to CFO and Principal Accounting Officer in March 2020; he was named Executive Vice President in May 2020. Prior to BBSI, Harris served as Controller at Holland Partner Group (2015–2016) and spent nine years at PricewaterhouseCoopers LLP in the U.S. and Australia supporting public and large private companies. He is a certified public accountant and holds a BBA in finance and accounting from Washington State University .
2024 corporate performance outcomes driving annual incentives included net income of $52,993,307 vs. a $41,770,868 target (200% payout), gross billings growth of 7.92% vs. 8.20% target (91% payout), gross margin of 3.04% vs. 2.91% target (167% payout), and WSE adds of 19,435 vs. 20,636 target (71% payout), with equal weighting across the four metrics (80% corporate/20% individual in bonus mix) .

Past Roles

OrganizationRoleYearsStrategic Impact
Barrett Business Services, Inc.ControllerSep 2016–Mar 2018Built finance controls and reporting foundation during growth phase
Barrett Business Services, Inc.Executive Director, Accounting & FinanceMar 2018–Mar 2020Led accounting and finance modernization pre-CFO transition
Barrett Business Services, Inc.CFO & Principal Accounting Officer; EVPMar 2020–presentOversight of financial strategy, controls, capital allocation; elevated to EVP in May 2020
Holland Partner GroupController2015–2016Led controllership for multi-asset real estate platform
PricewaterhouseCoopers LLPVarious roles (U.S. and Australia)~2006–2015Audited/consulted for public and large private companies, cross-border experience

External Roles

OrganizationRoleYearsStrategic Impact
PricewaterhouseCoopers LLPAssurance/Advisory roles~9 years prior to 2015Supported public and large private clients; international exposure

Fixed Compensation

Metric (USD)202220232024
Base Salary$393,365 $436,538 $475,577
Discretionary Bonus (Individual)$80,000 $90,000 $77,600
Target Bonus % of Salary80% (Target $310,400)
All Other Compensation (401(k) match, etc.)$12,200 $26,149 $13,800

Notes: Target annual cash incentive split 80% corporate metrics / 20% individual; equal weighting across four corporate metrics . 401(k) Company match program capped at $13,800; all executive officers participated in 2024 .

Performance Compensation

Annual Cash Incentive – Corporate Metrics (2024)

MetricTargetActualMinimumMaximumPayout %
Gross billings growth8.20% 7.92% 5.70% 11.50% 91%
Net income$41,770,868 $52,993,307 $35,505,238 $50,125,042 200%
Gross margin (% of gross billings)2.91% 3.04% 2.76% 3.10% 167%
WSE adds (new clients)20,636 19,435 17,541 24,763 71%
  • Payout structure: 25% at minimum achievement; capped at 200%; no payout below minimum .
  • Harris’s target corporate bonus amount for 2024: $310,400; individual performance target $77,600; full individual target bonus approved in Feb 2025 .
  • Actual non‑equity incentive paid to Harris (total corporate-driven cash incentive): $410,794 for 2024 .

Equity Incentives

  • RSUs: Annual grants typically vest in four equal annual installments; July 1, 2024 grants fixed by dollar value (Harris: $388,000) converted to shares; matching RSUs under NDCP vest five years after grant and are awarded as 35% match on deferrals, up to $75,000 per year .
  • PSUs (2024 grant): Target dollar value $315,250 tied 50/50 to cumulative gross billings and net income before taxes for 2024–2026; each metric adjusts ±2.5% per 1% deviation vs target; payout floor 80% (with 50% of target at 80% achievement) and max 200% .
  • PSU (2022 cycle outcome): Achieved 117.1% for net income before taxes (payout 142.7% of target for that metric) and 100.7% for gross billings (payout 101.7%); overall payout ~122.2% of target; settled Feb 24, 2025 with 13,001 shares to Harris .

Grants of Plan‑Based Awards (2024 – Harris)

Award TypeGrant DateTermsQuantity / StrikeGrant Date Fair Value
PSUs (Threshold)3/13/2024 3‑yr performance, 50/50 GB/NIBT, adj ±2.5%5,274 shares
PSUs (Target)3/13/2024 Same as above10,549 shares $315,250 target value
PSUs (Maximum)3/13/2024 Cap 200%21,098 shares
RSUs7/1/2024 Time‑vest, typical 4 tranches11,890 shares $387,971
RSUs (NDCP match)7/1/2024 NDCP match RSUs2,114 shares $68,980
Stock Options (Retention)11/12/2024 4‑yr cliff vest; 2030 expiry12,500 @ $42.79 $148,125
Stock Options (Retention)12/4/2024 4‑yr cliff vest; 2030 expiry22,000 @ $44.34 $271,260

Notes: CFO awarded 34,500 options in 2024 as equity retention bonus; 4‑year cliff vesting .

Multi‑Year Total Compensation

Component (USD)202220232024
Salary$393,365 $436,538 $475,577
Bonus (Discretionary)$80,000 $90,000 $77,600
Stock Awards (RSUs/PSUs, grant‑date FV)$564,715 $569,951 $614,590
Stock Options (grant‑date FV)$— $— $419,385
Non‑Equity Incentive Plan Compensation$467,604 $321,662 $410,794
All Other Compensation$12,200 $26,149 $13,800
Total Compensation$1,517,884 $1,444,300 $2,011,746

Vesting/Realization during 2024: Harris had 38,152 shares acquired on vesting of stock awards with $1,255,444 value realized; no option exercises .

Equity Ownership & Alignment

ItemDetail
Total beneficial ownership80,503 shares as of April 7, 2025; less than 1% of outstanding
Shares outstanding reference25,680,212 shares as of record date April 7, 2025
Options exercisable within 60 daysNot listed for Harris (group total includes 185,000; Harris not specified)
Pledging / HedgingAnti‑hedging policy; pledging prohibited without advance approval; no pledges by any director or executive as of proxy date
Ownership guidelinesExecutives must hold ≥3× base salary; comply within five years; retain ≥50% of shares until compliant; all executive officers have met or are on track

Outstanding Equity Awards (12/31/2024 – Harris)

Award TypeQuantityKey TermsExpiration / VestingMarket Value reference
Stock Options12,500Strike $42.79 Expires 11/12/2030; 4‑yr cliff vest
Stock Options22,000Strike $44.34 Expires 11/12/2030; 4‑yr cliff vest
RSUs40Vested 1/1/2025 1/1/2025$1,738 market value
RSUs352Vest 7/1/2025 7/1/2025$15,291
RSUs4,088Vest 7/1/2025 7/1/2025$177,583
RSUs456Vest 7/1/2026 7/1/2026$19,809
RSUs568Vest 1/1/2027 1/1/2027$24,674
RSUs8,700Vest in two equal annual installments beginning 7/1/2025 7/1/2025 start$377,928
RSUs4,076Vest 7/1/2027 7/1/2027$177,061
RSUs12,384Vest in three equal annual installments beginning 7/1/2025 7/1/2025 start$537,961
RSUs3,440Vest 7/1/2028 7/1/2028$149,434
RSUs (NDCP match)11,890Time‑vest installments per footnote (12) Beginning 7/1/2025$516,502
RSUs (NDCP match)2,114Time‑vest installments per footnote (13) Beginning 7/1/2025/1/1 cycles$91,832

Notes: Market values reference $43.44 closing price on last trading day of 2024 used in tables .

Employment Terms

TermSummary
Employment AgreementEffective March 5, 2020; term ends July 1, 2025 with annual one‑year auto‑renewals unless 90‑day advance nonrenewal notice
Severance (No CIC)Lump sum equals base salary + target cash incentive; Harris $873,000; plus acceleration of RSUs scheduled within one year (value $691,956)
Severance (CIC window)If terminated within 3 months before to 24 months after a CIC: lump sum 3× (salary + target bonus); Harris $2,619,000
Equity (CIC)All outstanding stock options and RSUs vest in full upon CIC, regardless of termination (“single‑trigger” acceleration for equity)
280G CutbackBenefits reduced to avoid excise tax under IRC §4999 if deemed excess parachute payments under §280G
Non‑compete / Non‑solicitNon‑compete and non‑solicit apply during employment and for 12 months post‑termination for Harris
Death BenefitLump sum $1,000,000 to designated beneficiary under Death Benefit Agreement

Clawback: Nasdaq‑compliant policy adopted Oct 2023 to recover incentive compensation upon restatement due to material noncompliance; applies to prior three years .

Governance, Policies, and Shareholder Feedback

  • Anti‑hedging and insider trading policies in place; no 10b5‑1 or non‑10b5‑1 trading plans entered by directors/executives during 2024; no pledged shares as of proxy date .
  • Stock ownership guidelines: ≥3× base salary for executives; retention of ≥50% of shares until compliant; executives met or are on track .
  • Say‑on‑pay approval: At the 2024 annual meeting, more than 93% of votes cast approved NEO compensation .
  • Compensation Committee: Vincent P. Price (Chair), Thomas B. Cusick, Joseph S. Clabby; Mercer engaged for trends and peer group updates for 2025 .

Investment Implications

  • Strong pay‑for‑performance alignment: 2024 corporate bonus outcomes were heavily driven by net income outperformance (200% payout) and gross margin improvement (167%), indicating CFO’s execution on profitability levers; bonus target set at 80% of salary reinforces performance‑linked cash compensation .
  • Retention risk mitigated near‑term: 34,500 retention stock options granted in late 2024 have four‑year cliff vesting and 2030 expirations, deferring potential option‑related selling pressure until ~2028; however, multiple RSU tranches vesting on January 1 and July 1 create periodic liquidity events that could add modest selling pressure near vest dates .
  • Alignment safeguards: No hedging or pledging, mandatory ownership guidelines (≥3× salary) with share retention requirements, and a robust clawback policy reduce agency risk and signal governance quality .
  • Change‑of‑control economics: Equity accelerates on single‑trigger CIC while cash severance is double‑trigger within the CIC window; Harris’s illustrative CIC package totals $4.72M including equity value, subject to 280G cutback, which could influence behavior in strategic transactions .
  • Execution track record: PSU cycle for 2022–2024 paid out at ~122.2%, reflecting consistent achievement on multi‑year profitability and billing growth metrics; 2024 vesting realizations ($1.26M) demonstrate meaningful equity monetization aligned with results .