Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COOPER COMPANIES, INC.COO · Entity 3395 | EVP, Sec. & Chief Gov. Officer | April 11, 2018 | April 12, 2018 |
| INSPERITY, INC.NSP · Entity 4513 | Director | May 18, 2026 | May 20, 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.
COOPER COMPANIES, INC.
Report date April 11, 2018 · Filed April 12, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,898 |
Reported balance
After 2018-04-11 transaction · row 1
1 source rowRow 1 · 2018-04-11 · Gift · Disposed 45 · Balance 45,898 |
INSPERITY, INC.
Report date May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 53,268 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 6,201 · Balance 53,268 F1: Annual award of restricted stock units pursuant to the Insperity, Inc. Directors Compensation Plan, as amended and restated effective January 1, 2025, and as subsequently amended. Units vest on the earlier of the first anniversary of the award or the date of the next annual meeting of the Company's stockholders which is at least fifty weeks after the immediately preceding year's annual meeting of the Company's stockholders. Each restricted stock unit represents a right to receive one share of Insperity, Inc. common stock upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual award of restricted stock units pursuant to the Insperity, Inc. Directors Compensation Plan, as amended and restated effective January 1, 2025, and as subsequently amended. Units vest on the earlier of the first anniversary of the award or the date of the next annual meeting of the Company's stockholders which is at least fifty weeks after the immediately preceding year's annual meeting of the Company's stockholders. Each restricted stock unit represents a right to receive one share of Insperity, Inc. common stock upon vesting.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionRestricted Stock Units · Derivative | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · derivative · entry 9 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,450 Underlying: Common Stock · 726 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. F2 · derivative.exercise_price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F5 · derivative.exercise_date: Grant Date 12/11/13 RSU Vesting Date: The grant vests in equal portions on the following dates: 1/8/15, 1/8/16, 1/8/17, 1/8/18 and 1/8/19. F6 · derivative.expiration_date: RSU Expiration Date: This award has no expiration date. Units will either vest or be forfeit. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionRestricted Stock Units · Derivative | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · derivative · entry 8 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 882 Underlying: Common Stock · 882 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. F2 · derivative.exercise_price: RSU Exercise Price: There is no exercise price associated with the grant of Restricted Stock Units. F3 · derivative.exercise_date: Grant Date 12/12/12 RSU Vesting Date: The grant vests in equal portions on the following dates: 1/8/14, 1/8/15, 1/8/16, 1/8/17 and 1/8/18. F4 · derivative.expiration_date: RSU Expiration Date: This award has no expiration date. Units will either vest or be forfeit. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 285 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 7 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,646 F1 · shares: 1/8/2017 RSU/PSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/6/2017) of $177.21 was used. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 536 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 6 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,931 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. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 5 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,395 F1 · shares: 1/8/2017 RSU/PSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/6/2017) of $177.21 was used. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 726 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 4 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,780 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. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Tax withholdingCommon Stock | 468 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 3 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,054 F1 · shares: 1/8/2017 RSU/PSU Release: Shares withheld to cover applicable tax obligations. A FMV (closing price of the Company's common stock on 1/6/2017) of $177.21 was used. Read SEC document |
| January 08, 2017 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | Exercise / conversionCommon Stock | 882 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 2 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,522 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. Read SEC document |
| December 21, 2016 Filed Jan 10, 2017 21:42 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GiftCommon Stock | 15 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-001440 · form4.xml · nonDerivative · entry 1 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,640 Read SEC document |
| December 13, 2016 Filed Dec 15, 2016 22:47 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GrantEmployee Stock Option (Right to Buy) · Derivative | 21,740 | $0.00 Strike: $175.31 | $0.00 |
DisclosureSEC source: 0001127602-16-070154 · form4.xml · derivative · entry 2 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,740 Underlying: Common Stock · 21,740 shares Expires 2026-12-13 F1 · derivative.exercise_date: 12/13/16 NQ Grant: The options will vest in equal increments over five years measured from the date of grant as follows: 1/5 shall vest on 12/13/17; 1/5 shall vest on 12/13/18; 1/5 shall vest on 12/13/19; 1/5 shall vest on 12/13/20 and 1/5 shall vest on 12/13/21. Read SEC document |
| December 12, 2016 Filed Dec 15, 2016 22:47 UTC | COOPER COMPANIES, INC. COO · Entity 3395 | GiftCommon Stock | 38 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-16-070154 · form4.xml · nonDerivative · entry 1 KAUFMAN CAROL R · CIK 0001181958 · EVP, Sec. & Chief Gov. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,655 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.