Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSPERITY, INC.NSP · Entity 4513 | EVP, Finance, CFO & Treasurer | March 10, 2026 | March 11, 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 March 10, 2026 · Filed March 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 94,272 |
Reported balance
After 2026-03-10 transaction · row 1
1 source rowRow 1 · 2026-03-10 · Purchase · Acquired 10,000 · Balance 94,272 F1: Weighted average price. Actual prices ranged from $20.15 to $20.60. Full information regarding the number of shares purchased at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. Actual prices ranged from $20.15 to $20.60. Full information regarding the number of shares purchased at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders.
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 |
|---|---|---|---|---|---|---|
| March 10, 2026 Filed Mar 11, 2026 22:27 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 10,000 | $20.45 | $204,500.00 |
DisclosureSEC source: 0001000753-26-000033 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 94,272 F1 · price: Weighted average price. Actual prices ranged from $20.15 to $20.60. Full information regarding the number of shares purchased at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders. Read SEC document |
| March 03, 2026 Filed Mar 4, 2026 22:54 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 151 | $21.13 | $3,190.63 |
DisclosureSEC source: 0001000753-26-000021 · form4.xml · nonDerivative · entry 5 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,272 F5 · 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 |
| March 03, 2026 Filed Mar 4, 2026 22:54 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 154 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000021 · form4.xml · nonDerivative · entry 4 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,423 F4 · kind: 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. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:54 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 417 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000021 · form4.xml · nonDerivative · entry 3 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,269 F3 · kind: The number of shares represents the dividend rights that were settled in shares of 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 |
| March 02, 2026 Filed Mar 4, 2026 22:54 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,663 | $22.21 | $36,935.23 |
DisclosureSEC source: 0001000753-26-000021 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,852 F2 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit awards. Read SEC document |
| March 02, 2026 Filed Mar 4, 2026 22:54 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 20,535 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000021 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,515 F1 · kind: Award of restricted stock units pursuant to the Insperity, Inc. Incentive Plan, as amended and restated effective May 22, 2023, and as subsequently amended. 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 Insperity, Inc. common stock ("Common Stock") upon vesting. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 22:05 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000019 · form4.xml · derivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 Underlying: Common Stock · 463 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 2023. These shares of Insperity, Inc. common stock ("Common Stock") will be settled no later than March 15, 2026. 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. F4 · 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. F4 · 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 17, 2026 Filed Feb 19, 2026 22:05 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 463 | $0.00 | $0.00 |
DisclosureSEC source: 0001000753-26-000019 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,980 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 2023. These shares of Insperity, Inc. common stock ("Common Stock") will be settled no later than March 15, 2026. 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 |
| August 04, 2025 Filed Aug 6, 2025 20:34 UTC | INSPERITY, INC. NSP · Entity 4513 | PurchaseCommon Stock | 4,000 | $46.82 | $187,280.00 |
DisclosureSEC source: 0001000753-25-000078 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,517 F1 · price: Weighted average price. Actual prices ranged from $46.77 to $46.89. 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 |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 884 | $87.97 | $77,765.48 |
DisclosureSEC source: 0001127602-25-008360 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,517 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 |
| March 03, 2025 Filed Mar 5, 2025 22:22 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 179 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-008360 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,401 F1 · 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 28, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 8,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · nonDerivative · entry 4 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,222 F5 · 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, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,384 | $87.94 | $121,708.96 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · nonDerivative · entry 3 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,467 F4 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 255 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,851 F3 · kind: The number of shares represents the dividend rights that were settled in shares of 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 07, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 2,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · derivative · entry 6 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,068 Underlying: Common Stock · 2,378 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. F6 · 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 or the Insperity, Inc. 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 2022. These shares of Insperity, Inc. common stock ("Common Stock") will be settled no later than March 15, 2025. 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. F9 · 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. F9 · 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 07, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 1,605 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · derivative · entry 5 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,446 Underlying: Common Stock · 1,605 shares Expires not disclosed F6 · 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 or the Insperity, Inc. Incentive Plan based on a three-year performance period award cycle. F7 · date: These three-year performance period awards were granted in 2024. The Compensation Committee certified the achievement of the performance conditions related to 2024 performance on this date. F8 · shares: The number of shares does not include additional shares related to the dividend rights that will be settled in shares of Common Stock after the certification of the final performance conditions. The dividend rights are converted into shares based on the closing price on the dividend payment date for each declared dividend. F9 · 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. F9 · 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 07, 2025 Filed Mar 4, 2025 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 2,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-25-007970 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP, Finance, CFO & Treasurer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,596 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 2022. These shares of Insperity, Inc. common stock ("Common Stock") will be settled no later than March 15, 2025. 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 29, 2024 Filed Mar 4, 2024 22:49 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 449 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,841 | $100.29 | $184,633.89 |
DisclosureSEC 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 22:42 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 6,035 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 263 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,381 | $97.34 | $134,426.54 |
DisclosureSEC 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 20, 2024 Filed Feb 22, 2024 22:03 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 5,623 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 463 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 1,767 | $0.00 | $0.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 5,623 | $0.00 | $0.00 |
DisclosureSEC 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 |
| November 10, 2023 Filed Nov 14, 2023 21:24 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,500 | $108.90 | $272,250.00 |
DisclosureSEC 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 | INSPERITY, INC. NSP · Entity 4513 | GiftCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC 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 |
| March 03, 2023 Filed Mar 7, 2023 00:03 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009158 · form4.xml · nonDerivative · entry 4 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,570 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 |
| March 03, 2023 Filed Mar 7, 2023 00:03 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 986 | $124.03 | $122,293.58 |
DisclosureSEC source: 0001127602-23-009158 · form4.xml · nonDerivative · entry 3 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,429 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 |
| March 02, 2023 Filed Mar 7, 2023 00:03 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 2,147 | $123.92 | $266,056.24 |
DisclosureSEC source: 0001127602-23-009158 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,415 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 |
| March 02, 2023 Filed Mar 7, 2023 00:03 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 306 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-009158 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,562 F1 · 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 28, 2023 Filed Mar 3, 2023 00:07 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 4,430 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008497 · form4.xml · nonDerivative · entry 3 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,256 F3 · kind: Award of restricted stock units pursuant to the Insperity, Inc. 2012 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, 2023 Filed Mar 3, 2023 00:07 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-008497 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,826 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. Read SEC document |
| February 28, 2023 Filed Mar 3, 2023 00:07 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 2,435 | $122.65 | $298,652.75 |
DisclosureSEC source: 0001127602-23-008497 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,456 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 7,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · derivative · entry 6 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,234 Underlying: Common Stock · 7,511 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 2020. 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 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 2,378 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · derivative · entry 5 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,745 Underlying: Common Stock · 2,378 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. F8 · date: These three-year performance period awards were granted in 2022. The Compensation Committee certified the achievement of the performance conditions related to 2022 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 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 2,410 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · derivative · entry 4 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,367 Underlying: Common Stock · 2,410 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. F7 · date: These three-year performance period awards were granted in 2021. The Compensation Committee certified the achievement of the performance conditions related to 2022 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 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 2,138 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · derivative · entry 3 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,957 Underlying: Common Stock · 2,138 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 2020. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2020 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 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 2,363 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · derivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,819 Underlying: Common Stock · 2,363 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 2020. The Compensation Committee certified the achievement of the performance conditions related to 2022 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 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 22, 2023 Filed Feb 24, 2023 23:09 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 7,511 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-23-007153 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,891 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 2020. 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 17, 2023 Filed Feb 21, 2023 22:31 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 5,000 | $124.96 | $624,800.00 |
DisclosureSEC source: 0001127602-23-006253 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,380 F1 · price: Weighted average price. Actual prices ranged from $124.70 to $125.09. 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 |
| December 12, 2022 Filed Dec 16, 2022 21:31 UTC | INSPERITY, INC. NSP · Entity 4513 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-027674 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,380 F1 · shares: Represents a gift of shares to a charitable organization. Read SEC document |
| October 31, 2022 Filed Nov 2, 2022 20:44 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,000 | $120.00 | $240,000.00 |
DisclosureSEC source: 0001127602-22-024754 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,380 F1 · kind: The sale reported on this Form 4 was effected pursuant to a limit order placed by the reporting person during an open window period. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:24 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 76 | $113.68 | $8,639.68 |
DisclosureSEC source: 0001127602-22-021463 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,380 Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 20:24 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,424 | $112.98 | $273,863.52 |
DisclosureSEC source: 0001127602-22-021463 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · EVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,456 F1 · price: Weighted average price. Actual prices ranged from $112.62 to $113.32. 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 13, 2022 Filed May 17, 2022 20:21 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 3,200 | $98.82 | $316,224.00 |
DisclosureSEC source: 0001127602-22-014745 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · SVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,880 F2 · price: Weighted average price. Actual prices ranged from $98.61 to $99.29. 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 13, 2022 Filed May 17, 2022 20:21 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 1,800 | $98.06 | $176,508.00 |
DisclosureSEC source: 0001127602-22-014745 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · SVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,080 F1 · price: Weighted average price. Actual prices ranged from $97.61 to $98.60. 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. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:41 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 801 | $87.42 | $70,023.42 |
DisclosureSEC source: 0001127602-22-008287 · form4.xml · nonDerivative · entry 2 ALLISON JAMES D · CIK 0001740766 · SVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,880 F2 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit award. Read SEC document |
| March 02, 2022 Filed Mar 4, 2022 21:41 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 71 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-22-008287 · form4.xml · nonDerivative · entry 1 ALLISON JAMES D · CIK 0001740766 · SVP of Gross Profit Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,681 F1 · 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. 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.