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INSPERITY, INC.

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4513
SEC CIK
0001000753
Parsed reports
533

Last 12 months

Inside the activity.

14 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202520
Dec 202500
Jan 202600
Feb 202600
Mar 202680
Apr 202600
May 202630
Jun 202610
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 29, 2024 Filed Mar 4, 2024 22:54 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
Tax withholdingCommon Stock 18,286 $100.29 $1,833,902.94
Disclosure

SEC source: 0001127602-24-008220 · form4.xml · nonDerivative · entry 2

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 533,859

F1 · kind: Payment of tax liability by withholding securities incident to the settlement of the three-year performance period awards that were granted under the Long-Term Incentive Plan, following the recent final certification of the achievement of the performance conditions by the Compensation Committee.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:52 UTC
ARIZPE ARTHUR APresident and COO
GrantCommon Stock 891 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-008214 · form4.xml · nonDerivative · entry 3

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 78,551

F3 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of Insperity, Inc. common stock based on the fair market value of the common stock on the trading day immediately preceding the settlement date.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:52 UTC
ARIZPE ARTHUR APresident and COO
Tax withholdingCommon Stock 4,557 $100.29 $457,021.53
Disclosure

SEC source: 0001127602-24-008214 · form4.xml · nonDerivative · entry 2

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 77,660

F2 · kind: Payment of tax liability by withholding securities incident to the settlement of the three-year performance period awards that were granted under the Long-Term Incentive Plan, following the recent final certification of the achievement of the performance conditions by the Compensation Committee.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:49 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GrantCommon Stock 449 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-008209 · form4.xml · nonDerivative · entry 2

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,218

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of Insperity, Inc. common stock based on the fair market value of the common stock on the trading day immediately preceding the settlement date.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:49 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
Tax withholdingCommon Stock 1,841 $100.29 $184,633.89
Disclosure

SEC source: 0001127602-24-008209 · form4.xml · nonDerivative · entry 1

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,769

F1 · kind: Payment of tax liability by withholding securities incident to the settlement of the three-year performance period awards that were granted under the Long-Term Incentive Plan, following the recent final certification of the achievement of the performance conditions by the Compensation Committee.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:43 UTC
ARIZPE ARTHUR APresident and COO
GrantCommon Stock 8,525 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007960 · form4.xml · nonDerivative · entry 3

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 82,217

F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated. Units vest in annual increments of one-third beginning on the first anniversary of the award. Each restricted stock unit represents a right to receive one share of Common Stock upon vesting.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:43 UTC
ARIZPE ARTHUR APresident and COO
GrantCommon Stock 420 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007960 · form4.xml · nonDerivative · entry 2

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,692

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of common stock of Insperity, Inc. ("Common Stock") based on the fair market value of the Common Stock on the dividend payable dates. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:43 UTC
ARIZPE ARTHUR APresident and COO
Tax withholdingCommon Stock 1,984 $97.34 $193,122.56
Disclosure

SEC source: 0001127602-24-007960 · form4.xml · nonDerivative · entry 1

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 73,272

F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GrantCommon Stock 6,035 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007959 · form4.xml · nonDerivative · entry 3

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,610

F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated. Units vest in annual increments of one-third beginning on the first anniversary of the award. Each restricted stock unit represents a right to receive one share of Common Stock upon vesting.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GrantCommon Stock 263 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007959 · form4.xml · nonDerivative · entry 2

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,575

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of common stock of Insperity, Inc. ("Common Stock") based on the fair market value of the Common Stock on the dividend payable dates. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
Tax withholdingCommon Stock 1,381 $97.34 $134,426.54
Disclosure

SEC source: 0001127602-24-007959 · form4.xml · nonDerivative · entry 1

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,312

F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
GrantCommon Stock 23,555 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007958 · form4.xml · nonDerivative · entry 3

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 552,145

F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated. Units vest in annual increments of one-third beginning on the first anniversary of the award. Each restricted stock unit represents a right to receive one share of Common Stock upon vesting.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
GrantCommon Stock 977 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007958 · form4.xml · nonDerivative · entry 2

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 528,590

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of common stock of Insperity, Inc. ("Common Stock") based on the fair market value of the Common Stock on the dividend payable dates. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
Tax withholdingCommon Stock 6,913 $97.34 $672,911.42
Disclosure

SEC source: 0001127602-24-007958 · form4.xml · nonDerivative · entry 1

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 527,613

F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
GrantCommon Stock 8,775 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007957 · form4.xml · nonDerivative · entry 3

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,902

F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated. Units vest in annual increments of one-third beginning on the first anniversary of the award. Each restricted stock unit represents a right to receive one share of Common Stock upon vesting.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
GrantCommon Stock 345 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-007957 · form4.xml · nonDerivative · entry 2

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,127

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of common stock of Insperity, Inc. ("Common Stock") based on the fair market value of the Common Stock on the dividend payable dates. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:41 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
Tax withholdingCommon Stock 1,629 $97.34 $158,566.86
Disclosure

SEC source: 0001127602-24-007957 · form4.xml · nonDerivative · entry 1

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,782

F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:40 UTC
Callens Christian PSVP Legal, Gen Counsel & Sec
GrantCommon Stock 4,660 $0.00 $0.00
Disclosure

SEC source: 0002007014-24-000003 · primary_doc.xml · nonDerivative · entry 3

Callens Christian P · CIK 0002007014 · SVP Legal, Gen Counsel & Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,791

F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated. Units vest in annual increments of one-third beginning on the first anniversary of the award. Each restricted stock unit represents a right to receive one share of Common Stock upon vesting.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:40 UTC
Callens Christian PSVP Legal, Gen Counsel & Sec
GrantCommon Stock 74 $0.00 $0.00
Disclosure

SEC source: 0002007014-24-000003 · primary_doc.xml · nonDerivative · entry 2

Callens Christian P · CIK 0002007014 · SVP Legal, Gen Counsel & Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,131

F2 · kind: The number of shares represents the cash value of dividend rights that were settled in shares of common stock of Insperity, Inc. ("Common Stock") based on the fair market value of the Common Stock on the dividend payable dates. Fractional amounts have been rounded to the nearest whole number.

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:40 UTC
Callens Christian PSVP Legal, Gen Counsel & Sec
Tax withholdingCommon Stock 397 $97.34 $38,643.98
Disclosure

SEC source: 0002007014-24-000003 · primary_doc.xml · nonDerivative · entry 1

Callens Christian P · CIK 0002007014 · SVP Legal, Gen Counsel & Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,057

F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:06 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 44,876 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006361 · form4.xml · derivative · entry 5

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,853

Underlying: Common Stock · 44,876 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:06 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 4,175 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006361 · form4.xml · derivative · entry 4

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,729

Underlying: Common Stock · 4,175 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F6 · date: These three-year performance period awards were granted in 2023. The Compensation Committee certified the achievement of the performance conditions related to 2023 performance on this date.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:06 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 14,100 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006361 · form4.xml · derivative · entry 3

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,554

Underlying: Common Stock · 14,100 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F4 · date: These three-year performance period awards were granted in 2021. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2021 compensation peer group of companies on this date. No further performance periods remain for this grant.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:06 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
Exercise / conversionCommon Stock 44,876 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006361 · form4.xml · nonDerivative · entry 1

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 534,526

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 5,623 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006355 · form4.xml · derivative · entry 4

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,841

Underlying: Common Stock · 5,623 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 463 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006355 · form4.xml · derivative · entry 3

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,464

Underlying: Common Stock · 463 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F6 · date: These three-year performance period awards were granted in 2023. The Compensation Committee certified the achievement of the performance conditions related to 2023 performance on this date.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 1,767 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006355 · form4.xml · derivative · entry 2

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,001

Underlying: Common Stock · 1,767 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F4 · date: These three-year performance period awards were granted in 2021. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2021 compensation peer group of companies on this date. No further performance periods remain for this grant.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
Exercise / conversionCommon Stock 5,623 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006355 · form4.xml · nonDerivative · entry 1

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,693

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:00 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 7,396 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006352 · form4.xml · derivative · entry 4

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,730

Underlying: Common Stock · 7,396 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:00 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 602 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006352 · form4.xml · derivative · entry 3

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,126

Underlying: Common Stock · 602 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F6 · date: These three-year performance period awards were granted in 2023. The Compensation Committee certified the achievement of the performance conditions related to 2023 performance on this date.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

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February 20, 2024 Filed Feb 22, 2024 22:00 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 2,324 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006352 · form4.xml · derivative · entry 2

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,524

Underlying: Common Stock · 2,324 shares

Expires not disclosed

F3 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F4 · date: These three-year performance period awards were granted in 2021. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2021 compensation peer group of companies on this date. No further performance periods remain for this grant.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F5 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F5 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

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February 20, 2024 Filed Feb 22, 2024 22:00 UTC
SHARP DOUGLAS SEVP Finance, CFO & Treasurer
Exercise / conversionCommon Stock 7,396 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006352 · form4.xml · nonDerivative · entry 1

SHARP DOUGLAS S · CIK 0001198988 · EVP Finance, CFO & Treasurer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,411

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

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February 20, 2024 Filed Feb 22, 2024 21:58 UTC
ARIZPE ARTHUR APresident and COO
Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 11,182 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006347 · form4.xml · derivative · entry 5

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,687

Underlying: Common Stock · 11,182 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F6 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F6 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

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February 20, 2024 Filed Feb 22, 2024 21:58 UTC
ARIZPE ARTHUR APresident and COO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 961 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006347 · form4.xml · derivative · entry 4

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,869

Underlying: Common Stock · 961 shares

Expires not disclosed

F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F7 · date: These three-year performance period awards were granted in 2023. The Compensation Committee certified the achievement of the performance conditions related to 2023 performance on this date.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F6 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F6 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

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February 20, 2024 Filed Feb 22, 2024 21:58 UTC
ARIZPE ARTHUR APresident and COO
GrantPhantom Stock Performance Units (Stock Settled) · Derivative 3,513 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006347 · form4.xml · derivative · entry 3

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,908

Underlying: Common Stock · 3,513 shares

Expires not disclosed

F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the Long-Term Incentive Program (the "LTIP") awards issued under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F5 · date: These three-year performance period awards were granted in 2021. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2021 compensation peer group of companies on this date. No further performance periods remain for this grant.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

F6 · derivative.exercise_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

F6 · derivative.expiration_date: These phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award.

Read SEC document
February 20, 2024 Filed Feb 22, 2024 21:58 UTC
ARIZPE ARTHUR APresident and COO
Exercise / conversionCommon Stock 11,182 $0.00 $0.00
Disclosure

SEC source: 0001127602-24-006347 · form4.xml · nonDerivative · entry 1

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 75,256

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · date: On this date, the Compensation Committee certified the achievement of the final performance conditions for these three-year performance period awards granted in 2021. These shares of Insperity, Inc. common stock ("Common Stock") will be settled as soon as practicable.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions.

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December 15, 2023 Filed Dec 18, 2023 22:08 UTC SaleCommon Stock 100 $117.55 $11,755.00
Disclosure

SEC source: 0001127602-23-029856 · form4.xml · nonDerivative · entry 2

MASTERSON ELLEN H · CIK 0001045311 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By spouse

Disclosed balance after: 0

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December 14, 2023 Filed Dec 18, 2023 22:09 UTC SaleCommon Stock 5,000 $117.50 $587,500.00
Disclosure

SEC source: 0001127602-23-029860 · form4.xml · nonDerivative · entry 1

RAWSON RICHARD G · CIK 0001055610 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Self, as General Partner of POM Services, LLC, which is the General Partner of RDKB Rawson, LP

Disclosed balance after: 84,643

Read SEC document
December 08, 2023 Filed Dec 12, 2023 21:22 UTC
ARIZPE ARTHUR APresident and COO
SaleCommon Stock 2,500 $117.14 $292,850.00
Disclosure

SEC source: 0001127602-23-029426 · form4.xml · nonDerivative · entry 1

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,074

F1 · price: Weighted average price. Actual prices ranged from $117.00 to $117.30. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

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November 27, 2023 Filed Nov 28, 2023 21:22 UTC SaleCommon Stock 3,500 $114.36 $400,260.00
Disclosure

SEC source: 0001127602-23-028345 · form4.xml · nonDerivative · entry 4

RAWSON RICHARD G · CIK 0001055610 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,925

F1 · price: Weighted average price. Actual prices ranged from $114.30 to $114.40. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

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November 24, 2023 Filed Nov 28, 2023 21:24 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
SaleCommon Stock 1,205 $114.06 $137,442.30
Disclosure

SEC source: 0001127602-23-028347 · form4.xml · nonDerivative · entry 3

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 489,650

F2 · price: Weighted average price. Actual prices ranged from $114.01 to $114.26. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

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November 24, 2023 Filed Nov 28, 2023 21:24 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
SaleCommon Stock 10,795 $113.59 $1,226,204.05
Disclosure

SEC source: 0001127602-23-028347 · form4.xml · nonDerivative · entry 2

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 490,855

F1 · price: Weighted average price. Actual prices ranged from $113.01 to $114.00 Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

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November 20, 2023 Filed Nov 22, 2023 21:19 UTC
ARIZPE ARTHUR APresident and COO
SaleCommon Stock 5,000 $113.51 $567,550.00
Disclosure

SEC source: 0001127602-23-028185 · form4.xml · nonDerivative · entry 1

ARIZPE ARTHUR A · CIK 0001055604 · President and COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,574

F1 · price: Weighted average price. Actual prices ranged from $113.00 to $113.93. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 21:31 UTC
Herink Daniel DEVP Legal, Gen Counsel & Sec
SaleCommon Stock 1,010 $112.28 $113,402.80
Disclosure

SEC source: 0001127602-23-028138 · form4.xml · nonDerivative · entry 2

Herink Daniel D · CIK 0001398237 · EVP Legal, Gen Counsel & Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,599

F2 · price: Weighted average price. Actual prices ranged from $112.18 to $112.43. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

Read SEC document
November 17, 2023 Filed Nov 21, 2023 21:31 UTC
Herink Daniel DEVP Legal, Gen Counsel & Sec
SaleCommon Stock 2,490 $111.81 $278,406.90
Disclosure

SEC source: 0001127602-23-028138 · form4.xml · nonDerivative · entry 1

Herink Daniel D · CIK 0001398237 · EVP Legal, Gen Counsel & Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,609

F1 · price: Weighted average price. Actual prices ranged from $111.17 to $112.14. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

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November 14, 2023 Filed Nov 16, 2023 21:23 UTC
SARVADI PAUL JDirector · Chairman of the Board & CEO
GiftCommon Stock 22,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-027595 · form4.xml · nonDerivative · entry 2

SARVADI PAUL J · CIK 0001032399 · Director · Chairman of the Board & CEO

10b5-1 filing: No plan indicated

Ownership: Indirect · By Self, As General Partner of Our Ship Limited Partnership, Ltd.

Disclosed balance after: 910,612

F1 · shares: Represents a gift of shares to a charitable organization.

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November 14, 2023 Filed Nov 16, 2023 21:21 UTC SaleCommon Stock 10,000 $110.64 $1,106,400.00
Disclosure

SEC source: 0001127602-23-027591 · form4.xml · nonDerivative · entry 5

RAWSON RICHARD G · CIK 0001055610 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Self, as General Partner of POM Services, LLC, which is the General Partner of R&D Rawson, LP

Disclosed balance after: 84,216

F2 · price: Weighted average price. Actual prices ranged from $110.59 to $110.77. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

Read SEC document
November 14, 2023 Filed Nov 16, 2023 21:21 UTC SaleCommon Stock 10,000 $110.30 $1,103,000.00
Disclosure

SEC source: 0001127602-23-027591 · form4.xml · nonDerivative · entry 1

RAWSON RICHARD G · CIK 0001055610 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Self, as General Partner of POM Services, LLC, which is the General Partner of RDKB Rawson, LP

Disclosed balance after: 89,643

F1 · price: Weighted average price. Actual prices ranged from $110.14 to $110.38. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.

Read SEC document
November 10, 2023 Filed Nov 14, 2023 21:24 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
SaleCommon Stock 2,500 $108.90 $272,250.00
Disclosure

SEC source: 0001127602-23-027367 · form4.xml · nonDerivative · entry 2

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,070

Read SEC document
November 10, 2023 Filed Nov 14, 2023 21:24 UTC
ALLISON JAMES DEVP, Comp Benefits Solns & CPO
GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-23-027367 · form4.xml · nonDerivative · entry 1

ALLISON JAMES D · CIK 0001740766 · EVP, Comp Benefits Solns & CPO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,570

F1 · shares: Represents a gift of shares to a charitable organization.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.