Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSPERITY, INC.NSP · Entity 4513 | Director | May 18, 2026 | May 20, 2026 |
| WESTWOOD HOLDINGS GROUP INCWHG · Entity 6385 | Director | April 30, 2026 | May 06, 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 May 18, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 27,181 |
Reported balance
After 2026-05-18 transaction · row 1
1 source rowRow 1 · 2026-05-18 · Grant · Acquired 6,201 · Balance 27,181 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.
WESTWOOD HOLDINGS GROUP INC
Report date April 30, 2026 · Filed May 06, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| common stockSEC Table I · non-derivative | Direct | 52,614 |
Reported balance
After 2026-04-30 transaction · row 1
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 5,780 · Balance 52,614 |
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 |
|---|---|---|---|---|---|---|
| May 18, 2026 Filed May 20, 2026 20:28 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 6,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000067 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,181 F1 · kind: 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. Read SEC document |
| April 30, 2026 Filed May 6, 2026 21:47 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,780 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-26-000002 · wk-form4_1778104053.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,614 Read SEC document |
| March 11, 2026 Filed Mar 11, 2026 22:39 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 1,200 | $19.90 | $23,880.00 |
DisclosureSEC source: 0001000753-26-000035 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,980 Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 20:40 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 490 | $45.30 | $22,197.00 |
DisclosureSEC source: 0001000753-25-000084 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,780 F1 · price: Weighted average price. Actual prices ranged from $45.29 to $45.35. 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 20, 2025 Filed May 22, 2025 20:34 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 2,678 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-015318 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,290 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 30, 2025 Filed May 23, 2025 20:20 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,690 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-25-000010 · wk-form4_1748031623.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,834 Read SEC document |
| February 12, 2025 Filed Feb 13, 2025 21:27 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 1,755 | $85.75 | $150,491.25 |
DisclosureSEC source: 0001127602-25-004645 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,612 Read SEC document |
| May 21, 2024 Filed May 23, 2024 20:54 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,818 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-24-016438 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,857 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| May 20, 2024 Filed May 20, 2024 19:52 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,547 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-24-000002 · wk-form4_1716234725.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,144 Read SEC document |
| December 15, 2023 Filed Dec 18, 2023 22:08 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 100 | $117.55 | $11,755.00 |
DisclosureSEC 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 Read SEC document |
| May 22, 2023 Filed May 24, 2023 21:45 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,574 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-016765 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,039 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 26, 2023 Filed Apr 27, 2023 21:06 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-23-000002 · wf-form4_168262957030361.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,699 Read SEC document |
| April 26, 2023 Filed May 1, 2023 20:45 UTC Amendment | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 7,917 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-23-000004 · wf-form4a_168297389991274.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,597 Read SEC document |
| May 23, 2022 Filed May 25, 2022 20:52 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-015662 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,465 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 27, 2022 Filed Apr 28, 2022 21:59 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,898 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-22-000002 · wf-form4_165118304266487.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,680 Read SEC document |
| May 24, 2021 Filed May 26, 2021 21:44 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-21-018093 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,588 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 28, 2021 Filed Apr 30, 2021 01:36 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 5,609 | $0.00 | $0.00 |
DisclosureSEC source: 0001045311-21-000004 · wf-form4_161974655929147.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,782 Read SEC document |
| May 20, 2020 Filed May 22, 2020 21:00 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 3,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-20-017812 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,614 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 20:22 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 3,727 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-20-000096 · wf-form4_158827813933273.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,173 Read SEC document |
| November 05, 2019 Filed Nov 7, 2019 21:21 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 100 | $70.84 | $7,084.00 |
DisclosureSEC source: 0001127602-19-032168 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 100 Read SEC document |
| May 22, 2019 Filed May 24, 2019 20:39 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,288 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-019914 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,380 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 24, 2019 Filed Apr 25, 2019 21:43 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 2,578 | $0.00 | $0.00 |
DisclosureSEC source: 0001165002-19-000047 · wf-form4_155622861194417.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,446 Read SEC document |
| May 23, 2018 Filed May 25, 2018 20:35 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,194 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-018972 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,092 F1 · price: Annual stock award pursuant to the Insperity, Inc. Directors Compensation Plan. F2 · balance_after: This amount includes additional shares of common stock issued in connection with the Company's previously announced 2-for-1 stock split, which was completed on December 18, 2017. Read SEC document |
| April 25, 2018 Filed Apr 26, 2018 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,622 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-18-003036 · marketforms-41785.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,868 Read SEC document |
| September 21, 2017 Filed Sep 22, 2017 20:28 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 949 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027934 · form4.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 949 F1 · price: Initial stock award pursuant to the Insperity, Inc. Directors Compensation Plan. Read SEC document |
| April 26, 2017 Filed Apr 28, 2017 20:05 UTC | WESTWOOD HOLDINGS GROUP INC WHG · Entity 6385 | Grantcommon stock | 1,661 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-17-002823 · marketforms-38655.xml · nonDerivative · entry 1 MASTERSON ELLEN H · CIK 0001045311 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,246 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.