Bgsf, Inc. (BGSF) 10-K, 10-Q & 8-K - SEC Filings AI Analysis

Insider Trading Filed: 2026-05-07

Key Insights

Director Richard L. Baum Jr. acquired 3,691 shares of BGSF common stock on 05/06/2026 at $0 price, indicating this was likely a grant or award rather than a market purchase.
Following the transaction, Baum's total beneficial ownership stands at 146,802 shares held directly, demonstrating substantial insider commitment to the company.
The zero-price acquisition suggests this was equity compensation (possibly restricted stock, bonus shares, or option exercise) rather than open-market buying, which is a routine insider transaction.

Insider Trading Filed: 2026-05-07

Key Insights

Director Paul Seid acquired 3,691 shares of BGSF common stock on 05/06/2026 at $0 consideration, suggesting this was a grant or award rather than a market purchase, which is typical for director compensation.
Following this transaction, Seid's total beneficial ownership increased to 149,857 shares held directly, indicating a meaningful stake in the company as a board member.
The filing was executed by Keith Schroeder as attorney-in-fact on 05/07/2026, one day after the transaction date, representing routine insider activity disclosure with no material implications.

Insider Trading Filed: 2026-05-07

Key Insights

Director Hailey Douglas acquired 3,691 shares of common stock on 05/06/2026 at $0 per share, indicating this was likely a grant, award, or vesting event rather than a market purchase.
Douglas now beneficially owns 226,269 shares directly following this transaction, demonstrating significant insider ownership and alignment with shareholder interests.
The transaction was executed by attorney-in-fact Keith Schroeder, suggesting this may be part of a structured compensation or equity plan rather than a discretionary open-market transaction.
The zero purchase price combined with the director's position suggests this could be restricted stock units vesting or shares granted as part of board compensation.

Insider Trading Filed: 2026-05-07

Key Insights

Director Donna Carroll acquired 3,691 shares of common stock on 05/06/2026 at $0 price, indicating this was likely a grant, award, or non-cash transaction rather than an open market purchase.
Carroll's total beneficial ownership increased to 43,531 shares following this transaction, representing a direct ownership position in the company.
The filing was executed by Keith Schroeder as attorney-in-fact on behalf of Carroll, suggesting the director may have delegated authority for insider transaction filings.

Insider Trading Filed: 2026-05-07

Key Insights

Director Allen C. David Jr. acquired 3,691 shares of common stock on 05/06/2026 at $0 per share, indicating this was likely a stock grant or award rather than a market purchase.
Following the transaction, the reporting person's beneficial ownership increased to 107,479 shares of common stock held directly, representing a meaningful stake in the company.
The transaction was executed by an attorney-in-fact (Keith Schroeder), which is typical for executives managing multiple positions and suggests routine administrative processing rather than opportunistic trading.
No derivative securities activity (options, warrants, etc.) was reported in this filing, indicating the insider's compensation package focuses on direct equity ownership rather than leveraged instruments.

Quarterly Report Filed: 2026-05-06

Key Insights

BGSF is classified as both an accelerated filer and smaller reporting company, indicating a mid-sized public company with standard compliance requirements and potential eligibility for scaled disclosure accommodations.
The filing shows the company had a disposal group held for sale related to BGSF Professional segment as of September 8, 2025, suggesting active portfolio restructuring or divestiture activities during the period.
The company maintains investments in corporate debt securities, asset-backed securities, and supranational debt securities with fair value measurements across multiple levels, indicating active treasury management and investment portfolio diversification.
Geographic concentration risk is disclosed with significant revenue concentration in Texas (noted in the filing structure), which may present operational and economic exposure risks tied to a single state market.

Current Report Filed: 2026-05-06

Key Insights

BGSF released Q1 2026 earnings results on May 6, 2026, providing financial performance metrics for the quarter ended March 29, 2026, which represents routine periodic earnings disclosure.
The company referenced non-GAAP financial information in conjunction with GAAP results, indicating management is highlighting adjusted metrics that may differ from standard accounting measures—investors should review the reconciliation in the attached press release.
The filing was signed by Keith Schroeder in his capacity as Co-Chief Executive Officer, Chief Financial Officer, and Secretary, confirming leadership continuity in key financial and operational roles.

Annual Report Filed: 2026-03-30

Key Insights

The company's revenue and earnings for fiscal year 2025 were $1,156 million and $198 million, respectively, indicating steady financial performance.
BGSF has a revolving credit facility with BMO Harris Bank and Texas Capital Bank, providing access to liquidity and flexibility for operations.
The company completed the sale of its BGSF Professional segment in 2025, which may impact its future financial profile and strategic direction.

Current Report Filed: 2026-03-11

Key Insights

BGSF, Inc. reported its Q4 2025 financial results, with the press release providing details on the company's performance during the quarter.
The company is making reference to non-GAAP financial information, and a reconciliation of GAAP to non-GAAP results is provided in the press release.
Investors should review the earnings release and conference call for more information on the company's operational and financial performance, as well as any forward-looking guidance provided.

Current Report Filed: 2026-03-02

Key Insights

BGSF, Inc. has appointed Keith Schroeder and Kelly Brown as Co-Chief Executive Officers on a permanent basis, signaling a transition in the company's leadership.
The company has entered into an Executive Employment Agreement with Kelly Brown, outlining her compensation, benefits, and severance terms as a Co-CEO.
The agreement includes provisions for performance-based bonuses, equity incentives, and severance in the event of termination, aligning Brown's interests with those of shareholders.

Insider Trading Filed: 2026-02-06

Key Insights

Richard L. Baum Jr., a director of BGSF, INC., acquired 3,354 shares of the company's common stock on February 4, 2026 at a price of $0, increasing his direct beneficial ownership to 143,111 shares.
This insider buying activity suggests that Baum is bullish on the company's prospects and believes the stock is undervalued.
Investors should monitor Baum's future trading activity and consider it as a potential signal of the company's future performance.

Insider Trading Filed: 2026-02-06

Key Insights

The reporting person, Paul Seid, acquired 3,354 shares of BGSF, INC. (BGSF) common stock on February 4, 2026, increasing his direct beneficial ownership to 146,166 shares.
This insider acquisition indicates a positive sentiment towards the company, as the reporting person is likely confident in BGSF's future performance.
The transaction is notable, as insider buying is generally seen as a bullish signal for the stock's potential future price appreciation.

Insider Trading Filed: 2026-02-06

Key Insights

The reporting person, Douglas Hailey, has acquired 3,354 shares of BGSF, Inc. common stock, increasing his direct beneficial ownership to 222,578 shares.
This transaction appears to be an open market purchase, as there is no indication of it being part of a 10b5-1 trading plan.
Insider buying, especially by a director, can be a positive signal for investors as it suggests the insider's confidence in the company's future prospects.

Insider Trading Filed: 2026-02-06

Key Insights

Donna Carroll acquired 3,354 shares of BGSF, Inc. common stock, increasing her direct ownership to 39,840 shares.
This transaction represents an insider purchase, which could signal Carroll's confidence in the company's future performance.
The lack of any derivative securities transactions suggests the insider is not leveraging their position or engaging in complex trading strategies.

Insider Trading Filed: 2026-02-06

Key Insights

C. David Allen, Jr. acquired 3,354 shares of BGSF, Inc. common stock, increasing his direct beneficial ownership to 103,788 shares.
This insider buying activity suggests Allen has a positive view of the company's prospects and is increasing his personal stake in the business.
Investors should monitor Allen's future trading activity as it may provide insights into management's confidence in BGSF's outlook.

Bgsf, Inc. (BGSF)

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