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SARVADI PAUL J

Disclosed activity across 1 company

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21008
SEC CIK
0001032399

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Latest disclosed role at each company.

CompanyLast reported asReport datePublished
INSPERITY, INC.NSP · Entity 4513Director · Chairman of the Board & CEOSeptember 11, 2026September 14, 2026

Disclosed balances

About these balances

Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.

INSPERITY, INC.

Report date September 11, 2026 · Filed September 14, 2026

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Self, As General Partner of Our Ship Limited Partnership, Ltd.797,912 Reported balance After 2026-09-11 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2026-09-11 · Gift · Disposed 7,500 · Balance 797,912

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

Common StockSEC Table I · non-derivativeDirect970,170 Reported balance Holding disclosure · report date 2026-09-11 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 970,170

Filing footnotes · ownership attribution and instrument terms

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

Transaction history

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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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 18, 2020 Filed Feb 20, 2020 21:36 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 50,000 $72.29 $3,614,500.00
Disclosure

SEC source: 0001127602-20-006687 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,073,612

F3 · price: Weighted average price. Actual prices ranged from $71.69 to $72.63. 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
February 18, 2020 Filed Feb 20, 2020 21:36 UTC INSPERITY, INC. NSP · Entity 4513 Exercise / conversionCommon Stock 83,785 $0.00 $0.00
Disclosure

SEC source: 0001127602-20-006687 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 763,663

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: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2017.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $3.58 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

Read SEC document
December 12, 2019 Filed Dec 16, 2019 21:18 UTC INSPERITY, INC. NSP · Entity 4513 GiftCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-035048 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,123,612

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

Read SEC document
November 01, 2019 Filed Nov 5, 2019 21:39 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 2,900 $107.30 $311,170.00
Disclosure

SEC source: 0001127602-19-031911 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,138,612

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

Read SEC document
October 23, 2019 Filed Oct 23, 2019 20:23 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 2,500 $104.91 $262,275.00
Disclosure

SEC source: 0001127602-19-030953 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,141,512

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

F2 · price: Weighted average price. Actual prices ranged from $104.90 to $104.96. 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
October 21, 2019 Filed Oct 23, 2019 20:23 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 100 $104.91 $10,491.00
Disclosure

SEC source: 0001127602-19-030953 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,144,012

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

Read SEC document
October 16, 2019 Filed Oct 17, 2019 20:25 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 1,000 $102.50 $102,500.00
Disclosure

SEC source: 0001127602-19-030724 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,144,112

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

Read SEC document
October 15, 2019 Filed Oct 17, 2019 20:25 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 1,300 $102.52 $133,276.00
Disclosure

SEC source: 0001127602-19-030724 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,145,112

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

F2 · price: Weighted average price. Actual prices ranged from $102.50 to $102.61. 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
October 11, 2019 Filed Oct 15, 2019 20:19 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 2,000 $100.14 $200,280.00
Disclosure

SEC source: 0001127602-19-030503 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,146,412

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on September 4, 2019.

F2 · price: Weighted average price. Actual prices ranged from $100.10 to $100.25. 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
June 11, 2019 Filed Jun 12, 2019 21:05 UTC INSPERITY, INC. NSP · Entity 4513 GiftCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-021467 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,148,412

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

Read SEC document
May 24, 2019 Filed May 29, 2019 20:18 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 10,000 $114.03 $1,140,300.00
Disclosure

SEC source: 0001127602-19-020138 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,163,412

F1 · price: Weighted average price. Actual prices ranged from $114.00 to $114.10. 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
May 01, 2019 Filed May 2, 2019 20:20 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 20,000 $120.92 $2,418,400.00
Disclosure

SEC source: 0001127602-19-016944 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,173,412

F2 · price: Weighted average price. Actual prices ranged from $119.25 to $121.52. 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
April 30, 2019 Filed May 2, 2019 20:20 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 20,000 $119.71 $2,394,200.00
Disclosure

SEC source: 0001127602-19-016944 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,193,412

F1 · price: Weighted average price. Actual prices ranged from $119.08 to $120.70 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
April 05, 2019 Filed Jun 12, 2019 21:05 UTC INSPERITY, INC. NSP · Entity 4513 OtherCommon Stock 228 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-021467 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 679,878

F2 · shares: Represents shares received as an inheritance.

Read SEC document
March 29, 2019 Filed Apr 2, 2019 20:17 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 4,087 $121.93 $498,327.91
Disclosure

SEC source: 0001127602-19-014140 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 679,650

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

Read SEC document
February 28, 2019 Filed Mar 4, 2019 22:23 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 13,860 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-009620 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 683,737

F1 · kind: Restricted stock award pursuant to the Insperity, Inc. 2012 Incentive Plan.

Read SEC document
February 21, 2019 Filed Feb 25, 2019 22:17 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 51,575 $128.03 $6,603,147.25
Disclosure

SEC source: 0001127602-19-008105 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 669,877

F3 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award and the settlement of the three-year performance period awards that were granted under the LTIP, following the recent final certification of the achievement of the performance conditions by the Compensation Committee.

Read SEC document
February 21, 2019 Filed Feb 25, 2019 22:17 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 2,610 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-008105 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 721,452

F1 · date: This is the settlement date for shares of Insperity, Inc. ("Common Stock") that are being issued in connection with dividend rights earned following final certification of the three-year performance period awards granted in 2016 in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan.

F2 · shares: The number of shares represents the cash value of dividend rights described above that were settled in shares of 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 15, 2019 Filed Feb 20, 2019 21:40 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 1,856 $125.10 $232,185.60
Disclosure

SEC source: 0001127602-19-007214 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 718,842

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

Read SEC document
February 14, 2019 Filed Feb 15, 2019 21:19 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 30,000 $125.19 $3,755,700.00
Disclosure

SEC source: 0001127602-19-006310 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,213,412

F1 · price: Weighted average price. Actual prices ranged from $125.00 to $125.31. 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
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 121,437 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,617

Underlying: Common Stock · 121,437 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 LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2016.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

F5 · derivative.exercise_date: The 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: The 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 · balance_after: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

Read SEC document
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 19,922 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,054

Underlying: Common Stock · 19,922 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 LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F9 · date: These three-year performance period awards were granted in 2018. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance on this date.

F6 · shares: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

F5 · derivative.exercise_date: The 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: The 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 · balance_after: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

Read SEC document
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 19,848 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · derivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 161,132

Underlying: Common Stock · 19,848 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 LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle.

F8 · date: These three-year performance period awards were granted in 2017. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance on this date.

F6 · shares: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

F5 · derivative.exercise_date: The 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: The 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 · balance_after: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

Read SEC document
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 58,152 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · derivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,284

Underlying: Common Stock · 58,152 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 LTIP 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 2016. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2016 compensation peer group of companies. 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 in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

F5 · derivative.exercise_date: The 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: The 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 · balance_after: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

Read SEC document
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 29,075 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,132

Underlying: Common Stock · 29,075 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 LTIP 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 2016. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance 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 in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

F5 · derivative.exercise_date: The 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: The 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 · balance_after: The number of shares does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

Read SEC document
February 12, 2019 Filed Feb 15, 2019 00:20 UTC INSPERITY, INC. NSP · Entity 4513 Exercise / conversionCommon Stock 121,437 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006132 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 720,698

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: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2016.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

Read SEC document
December 24, 2018 Filed Feb 14, 2019 21:45 UTC INSPERITY, INC. NSP · Entity 4513 OtherCommon Stock 299 $0.00 $0.00
Disclosure

SEC source: 0001127602-19-006017 · form5.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 599,261

Read SEC document
December 03, 2018 Filed Dec 6, 2018 21:31 UTC INSPERITY, INC. NSP · Entity 4513 GiftCommon Stock 10,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-035388 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,283,412

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

Read SEC document
November 07, 2018 Filed Nov 8, 2018 21:23 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 30,000 $116.61 $3,498,300.00
Disclosure

SEC source: 0001127602-18-032513 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,293,412

F1 · price: Weighted average price. Actual prices ranged from $116.27 to $117.84. 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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October 16, 2018 Filed Oct 17, 2018 20:45 UTC INSPERITY, INC. NSP · Entity 4513 OtherCommon Stock 39,288 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-030525 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Six Education Trusts established for the benefit of the Sarvadi children

Disclosed balance after: 0

F2 · shares: On October 16, 2018, in connection with estate planning, modifications were made to the six education trusts and Paul Sarvadi is no longer deemed a beneficial owner of those shares.

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October 15, 2018 Filed Oct 17, 2018 20:45 UTC INSPERITY, INC. NSP · Entity 4513 OtherCommon Stock 16,910 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-030525 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 598,962

F1 · shares: On October 15, 2018, in connection with estate planning, the Sarvadi Children's Limited Partnership distributed its shares of Insperity, Inc. common stock on a pro rata basis to its partners, including Paul Sarvadi.

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October 15, 2018 Filed Oct 17, 2018 20:45 UTC INSPERITY, INC. NSP · Entity 4513 OtherCommon Stock 658,448 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-030525 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 0

F1 · shares: On October 15, 2018, in connection with estate planning, the Sarvadi Children's Limited Partnership distributed its shares of Insperity, Inc. common stock on a pro rata basis to its partners, including Paul Sarvadi.

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August 10, 2018 Filed Aug 13, 2018 20:56 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 6,582 $110.52 $727,442.64
Disclosure

SEC source: 0001127602-18-025209 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 658,448

F2 · price: Weighted average price. Actual prices ranged from $110.00 to $111.15. 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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August 10, 2018 Filed Aug 13, 2018 20:56 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 6,581 $110.52 $727,332.12
Disclosure

SEC source: 0001127602-18-025209 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,323,412

F2 · price: Weighted average price. Actual prices ranged from $110.00 to $111.15. 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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August 09, 2018 Filed Aug 13, 2018 20:56 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 8,418 $110.15 $927,242.70
Disclosure

SEC source: 0001127602-18-025209 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 665,030

F1 · price: Weighted average price. Actual prices ranged from $110.00 to $111.25. 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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August 09, 2018 Filed Aug 13, 2018 20:56 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 8,419 $110.15 $927,352.85
Disclosure

SEC source: 0001127602-18-025209 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,329,993

F1 · price: Weighted average price. Actual prices ranged from $110.00 to $111.25. 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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August 06, 2018 Filed Aug 7, 2018 20:54 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 13,843 $105.05 $1,454,207.15
Disclosure

SEC source: 0001127602-18-024856 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 673,448

F1 · price: Weighted average price. Actual prices ranged from $104.20 to $105.40. 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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August 06, 2018 Filed Aug 7, 2018 20:54 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 27,686 $105.05 $2,908,414.30
Disclosure

SEC source: 0001127602-18-024856 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,338,412

F1 · price: Weighted average price. Actual prices ranged from $104.20 to $105.40. 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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August 03, 2018 Filed Aug 7, 2018 20:54 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 1,157 $104.00 $120,328.00
Disclosure

SEC source: 0001127602-18-024856 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 687,291

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August 03, 2018 Filed Aug 7, 2018 20:54 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 2,314 $104.00 $240,656.00
Disclosure

SEC source: 0001127602-18-024856 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,366,098

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May 18, 2018 Filed May 22, 2018 20:31 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 20,000 $90.59 $1,811,800.00
Disclosure

SEC source: 0001127602-18-018424 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 688,448

F1 · price: Weighted average price. Actual prices ranged from $90.05 to $91.25. 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. Cancel

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May 18, 2018 Filed May 22, 2018 20:31 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 20,000 $90.59 $1,811,800.00
Disclosure

SEC source: 0001127602-18-018424 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,368,412

F1 · price: Weighted average price. Actual prices ranged from $90.05 to $91.25. 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. Cancel

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May 02, 2018 Filed May 3, 2018 20:30 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 45,000 $81.65 $3,674,250.00
Disclosure

SEC source: 0001127602-18-016224 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Self, As General Partner of the Sarvadi Children's Limited Partnership

Disclosed balance after: 708,448

F1 · price: Weighted average price. Actual prices ranged from $81.00 to $82.60. 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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May 02, 2018 Filed May 3, 2018 20:30 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 45,000 $81.65 $3,674,250.00
Disclosure

SEC source: 0001127602-18-016224 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,388,412

F1 · price: Weighted average price. Actual prices ranged from $81.00 to $82.60. 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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March 09, 2018 Filed Mar 13, 2018 21:15 UTC INSPERITY, INC. NSP · Entity 4513 GiftCommon Stock 20,000 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-011408 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

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

Disclosed balance after: 1,433,412

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

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March 01, 2018 Filed Mar 5, 2018 22:23 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 45,006 $65.30 $2,938,891.80
Disclosure

SEC source: 0001127602-18-010174 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 582,052

F3 · kind: Payment of tax liability by withholding securities incident to the settlement of the three-year performance period awards that were granted in 2015 under the LTIP, following final certification of the achievement of the performance conditions by the Compensation Committee.

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March 01, 2018 Filed Mar 5, 2018 22:23 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 4,039 $65.30 $263,746.70
Disclosure

SEC source: 0001127602-18-010174 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 627,058

F1 · date: This is the settlement date for shares of Insperity, Inc. ("Common Stock") that are being issued in connection with dividend rights earned following final certification of the three-year performance period awards granted in 2015 in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan.

F2 · shares: The number of shares represents the cash value of dividend rights that were settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the settlement date.

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February 21, 2018 Filed Feb 23, 2018 22:55 UTC INSPERITY, INC. NSP · Entity 4513 Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative 110,333 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-008115 · form4.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 54,057

Underlying: Common Stock · 110,333 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 LTIP based on a three-year performance period award cycle.

F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2015.

F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.39 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing.

F7 · derivative.exercise_date: The 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.

F7 · derivative.expiration_date: The 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 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

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February 21, 2018 Filed Feb 23, 2018 22:55 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 40,468 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-008115 · form4.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 164,390

Underlying: Common Stock · 40,468 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 LTIP based on a three-year performance period award cycle.

F9 · date: These three-year performance period awards were granted in 2015. The Compensation Committee certified the achievement of the performance conditions related to 2017 performance on this date. No further performance periods remain for this grant.

F6 · shares: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

F7 · derivative.exercise_date: The 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.

F7 · derivative.expiration_date: The 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 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

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February 21, 2018 Filed Feb 23, 2018 22:55 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 19,848 $0.00 $0.00
Disclosure

SEC source: 0001127602-18-008115 · form4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,922

Underlying: Common Stock · 19,848 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 LTIP based on a three-year performance period award cycle.

F8 · date: These three-year performance period awards were granted in 2017. The Compensation Committee certified the achievement of the performance conditions related to 2017 performance on this date.

F6 · shares: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

F7 · derivative.exercise_date: The 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.

F7 · derivative.expiration_date: The 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 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the 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 after the end of the three-year award cycle in accordance with the LTIP.

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