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Thomas J. Carley

Director at BARRETT BUSINESS SERVICES
Board

About Thomas J. Carley

Independent director at BBSI since 2000 (age 66 as of April 1, 2025). Former COO of Urth Organic Corporation (2018–2023), previously principal and co-founder of Portal Capital (2006–2018), with earlier roles in public accounting at Price Waterhouse & Co. and as President and CFO of Jensen Securities for eight years in the 1990s. Education: MBA (Accounting & Finance), University of Chicago Booth; A.B. in Economics and Classics, Dartmouth College. He brings deep financial, accounting, and investment oversight expertise; currently chairs the Nominating & Governance Committee and is a member of the Risk Management Committee .

Past Roles

OrganizationRoleTenureCommittees/Impact
Urth Organic CorporationChief Operating OfficerAug 2018 – Jun 2023Operational leadership; financial expertise applied to distribution of organic ag products
Portal CapitalPrincipal, co-founderJul 2006 – Jun 2018Led all financial duties; investment management experience
Price Waterhouse & Co.AccountantEarly career (dates not specified)Public accounting foundation; audit/controls exposure
Jensen SecuritiesPresident & CFOEight years in the 1990sSecurities/investment banking; finance leadership

External Roles

OrganizationRoleTenureNotes
Urth Organic CorporationDirectorCurrentGovernance role (private company)
Tracy Memorial Library (New London, NH)Trustee & TreasurerCurrentCommunity/non-profit fiscal oversight

Board Governance

  • Independence: Determined independent under Nasdaq Rule 5605; outside directors meet at least twice per year in executive session without management .
  • Committee assignments: Chair, Nominating & Governance Committee; Member, Risk Management Committee .
  • Attendance: Board met seven times in 2024; each director attended at least 93% of Board and committee meetings during service in 2024; in 2023, at least 85% .
  • Board leadership: Separate Chair and CEO; independent Chair (Anthony Meeker through 2024; Joseph S. Clabby appointed Chair effective June 2, 2025) .
Governance Metric20232024
Board meetings held7 7
Director attendance rate≥85% ≥93%
Executive sessions of outside directorsAt least 2/year At least 2/year

Fixed Compensation

Component2024 ValueNotes
Fees Earned or Paid in Cash$80,000 Comprised of annual retainer plus committee chair/member retainers
Annual Director Retainer$65,000 (outside directors); $155,000 (Chair) Paid monthly in cash in 2024
Committee Chair RetainersAudit $15,000; Comp $10,000; Risk $10,000; Nominating $10,000 Annual amounts
Committee Member RetainersAudit $7,500; Comp $5,000; Risk $5,000; Nominating $5,000 Annual amounts
2025 Retainer Update$70,000 for non-employee directors (ownership guideline basis) Effective Jan 1, 2025

Performance Compensation

Equity InstrumentGrant DateAmount/TermsFair ValueVesting
RSUs (annual director grant)Jul 1, 20243,064 RSUs$99,978 Cliff vest Jul 1, 2025; 1 share per RSU
Director stock options (outstanding)N/A (legacy grants)25,000 options held (Carley)N/AStrike/expiration not disclosed in director section
RSUs (held at 12/31/2024)Dec 31, 2024Each outside director held 3,064 unvested RSUsN/AVests Jul 1, 2025

No director performance metrics apply to equity awards; RSUs are time-based. Options for outside directors remain outstanding but new option grants to directors were not disclosed for 2024 .

Other Directorships & Interlocks

EntityTypeRelationship to BBSIPotential Interlock/Conflict
Urth Organic CorporationPrivate companyNone disclosedNo related-party transaction noted
Tracy Memorial LibraryNon-profitNoneNo conflict exposure
  • Independence review noted business relationships for other directors (Patriot Growth, Cambia), none for Carley; Board affirmed independence .

Expertise & Qualifications

  • Financial and accounting expertise from Price Waterhouse & Co.; CFO/President experience at Jensen Securities; investment management background (Portal Capital) .
  • MBA in Accounting & Finance (Chicago Booth) and A.B. in Economics & Classics (Dartmouth) .
  • Chairs Nominating & Governance Committee; contributes to succession planning, governance framework, and ethics/compliance oversight .
  • Risk oversight experience via Risk Management Committee (enterprise risk, investments, insurance, cyber) .

Equity Ownership

ItemAmountAs-of DateNotes
Total beneficial ownership128,636 sharesApr 7, 2025Includes options exercisable within 60 days
Ownership % of outstanding<1%Apr 7, 2025Asterisk denotes <1%
Options exercisable within 60 days25,000 sharesApr 7, 2025Included in beneficial ownership
Shares owned by spouse12,008 sharesApr 7, 2025Indirect beneficial
Unvested RSUs held (director grant)3,064 RSUsDec 31, 2024Vests Jul 1, 2025
Pledged shares (historical)18,907 sharesApr 8, 2024Pledged as collateral (historical red flag)
Current pledgesNone for any directorApr 21, 2025Insider policy prohibits pledging absent approval; none outstanding
Director ownership guideline≥3x annual cash retainerPolicyDirectors met or are on track; retainer $70,000 as of 2025

Compensation Committee Analysis (context for governance)

  • Committee composition changed from Price (chair), Cusick, Meeker in 2024 to Price (chair), Cusick, Clabby in 2025 .
  • Mercer retained as independent advisor; committee reviewed conflicts and found none; peer group refreshed mid-2024 for 2025 decisions .
  • “Say-on-pay” approval: >87% in 2023; >93% in 2024—signals investor support for pay practices .

Related Party Transactions & Policies

  • Audit Committee must review/approve transactions with directors/officers; directors must disclose personal interests and recuse where conflicts exist .
  • Anti-hedging policy prohibits director/executive hedging; insider trading policy prohibits margin/pledging without prior approval; as of 2025, none pledged .

Governance Assessment

  • Strengths: Long-tenured independent director with deep finance/accounting background; chairs Nominating & Governance (succession and governance oversight); member of Risk Management (enterprise risk, cyber, investments); high attendance; independence affirmed; ownership aligned with guidelines; removal of prior share pledge enhances alignment .
  • Pay/structure: Director compensation mix balanced (cash retainer plus annual RSUs with 1-year vest); committee fees reflect responsibilities; no performance-linked director equity, reducing risk of short-termism .
  • RED FLAGS: Historical pledging of 18,907 shares (2024) is a governance concern, but remediated by 2025 with no pledges outstanding .
  • Signals: Strong say-on-pay support suggests investor confidence in overall governance and compensation oversight; no related-party exposure associated with Carley disclosed .

Overall, Carley’s profile supports board effectiveness in governance and risk oversight with strong independence and attendance, and improved alignment following elimination of pledged shares.