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ALLISON JAMES D

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61571
SEC CIK
0001740766

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CompanyLast reported asReport datePublished
INSPERITY, INC.NSP · Entity 4513EVP, Finance, CFO & TreasurerMarch 10, 2026March 11, 2026

Disclosed balances

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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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect94,272 Reported balance After 2026-03-10 transaction · row 1
1 source row

Row 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

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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
March 10, 2026 Filed Mar 11, 2026 22:27 UTC INSPERITY, INC. NSP · Entity 4513 PurchaseCommon Stock 10,000 $20.45 $204,500.00
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,218

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

Read SEC document
February 29, 2024 Filed Mar 4, 2024 22:49 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 1,841 $100.29 $184,633.89
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,769

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

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 6,035 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,610

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

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 263 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,575

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

Read SEC document
February 28, 2024 Filed Mar 1, 2024 22:42 UTC INSPERITY, INC. NSP · Entity 4513 Tax withholdingCommon Stock 1,381 $97.34 $134,426.54
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 46,312

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

Read SEC document
February 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
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,841

Underlying: Common Stock · 5,623 shares

Expires not disclosed

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

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

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

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

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

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

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 463 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,464

Underlying: Common Stock · 463 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC INSPERITY, INC. NSP · Entity 4513 GrantPhantom Stock Performance Units (Stock Settled) · Derivative 1,767 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,001

Underlying: Common Stock · 1,767 shares

Expires not disclosed

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

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

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

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

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

Read SEC document
February 20, 2024 Filed Feb 22, 2024 22:03 UTC INSPERITY, INC. NSP · Entity 4513 Exercise / conversionCommon Stock 5,623 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,693

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

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

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

Read SEC document
November 10, 2023 Filed Nov 14, 2023 21:24 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 2,500 $108.90 $272,250.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,070

Read SEC document
November 10, 2023 Filed Nov 14, 2023 21:24 UTC INSPERITY, INC. NSP · Entity 4513 GiftCommon Stock 3,000 $0.00 $0.00
Disclosure

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

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,570

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

Read SEC document
March 03, 2023 Filed Mar 7, 2023 00:03 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 141 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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March 02, 2023 Filed Mar 7, 2023 00:03 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 306 $0.00 $0.00
Disclosure

SEC 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.

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February 28, 2023 Filed Mar 3, 2023 00:07 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 4,430 $0.00 $0.00
Disclosure

SEC 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.

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February 28, 2023 Filed Mar 3, 2023 00:07 UTC INSPERITY, INC. NSP · Entity 4513 GrantCommon Stock 370 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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August 19, 2022 Filed Aug 23, 2022 20:24 UTC INSPERITY, INC. NSP · Entity 4513 SaleCommon Stock 76 $113.68 $8,639.68
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.