Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSPERITY, INC.NSP · Entity 4513 | President and COO | March 02, 2026 | March 04, 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 02, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 95,836 |
Ending reported balance
After 2026-03-03 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2026-03-02 · Grant · Acquired 13,200 · Balance 97,258 F1: 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. Row 2 · 2026-03-02 · Tax withholding · Disposed 2,029 · Balance 95,229 F2: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit awards. Row 3 · 2026-03-02 · Grant · Acquired 570 · Balance 95,799 F3: 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. Row 4 · 2026-03-03 · Grant · Acquired 319 · Balance 96,118 F4: 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. Row 5 · 2026-03-03 · Tax withholding · Disposed 282 · Balance 95,836 F5: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy S.C.A Legacy, Ltd. | 102,558 |
Reported balance
Holding disclosure · report date 2026-03-02 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 102,558 F6: These shares are owned directly by S.C.A. Legacy, Ltd., which is controlled by Arizpe Management, LLC. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit awards.
F3: 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.
F4: 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.
F5: 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.
F6: These shares are owned directly by S.C.A. Legacy, Ltd., which is controlled by Arizpe Management, LLC. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares.
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 |
|---|---|---|---|---|---|---|
| February 21, 2019 Filed Feb 25, 2019 22:15 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 854 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-008098 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,120 F1 · date: This is the settlement date for shares of Insperity, Inc. ("Common Stock") that are being issued in connection with dividend rights earned following final certification of the three-year performance period awards granted in 2016 in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan. F2 · shares: The number of shares represents the cash value of dividend rights described above that were settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the settlement date. Read SEC document |
| February 15, 2019 Filed Feb 20, 2019 21:47 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 926 | $125.10 | $115,842.60 |
DisclosureSEC source: 0001127602-19-007225 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,266 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 39,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · derivative · entry 7 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,164 Underlying: Common Stock · 39,694 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2016. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. F6 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 5,364 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · derivative · entry 6 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,858 Underlying: Common Stock · 5,364 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F10 · date: These three-year performance period awards were granted in 2018. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance on this date. F7 · shares: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. F6 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 6,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · derivative · entry 5 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,494 Underlying: Common Stock · 6,400 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F9 · date: These three-year performance period awards were granted in 2017. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance on this date. F7 · shares: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. F6 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 19,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · derivative · entry 4 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,094 Underlying: Common Stock · 19,008 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP 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 2016. The Compensation Committee certified the achievement of the relative total shareholder return performance of Insperity's Common Stock against the performance of Insperity's 2016 compensation peer group of companies. No further performance periods remain for this grant. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. F6 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 9,504 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · derivative · entry 3 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,086 Underlying: Common Stock · 9,504 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F5 · date: These three-year performance period awards were granted in 2016. The Compensation Committee certified the achievement of the performance conditions related to 2018 performance on this date. No further performance periods remain for this grant. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. F6 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 12, 2019 Filed Feb 14, 2019 23:53 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 39,694 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-19-006113 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,192 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2016. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.75 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 20:31 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 5,000 | $113.00 | $565,000.00 |
DisclosureSEC source: 0001127602-18-025477 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Arizpe Investment Limited Partnership Disclosed balance after: 109,808 F1 · ownership.nature: These shares are owned directly by Arizpe Investment Limited Partnership, which is controlled by Arizpe Management. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. Read SEC document |
| August 09, 2018 Filed Aug 10, 2018 20:30 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 11,257 | $109.00 | $1,227,013.00 |
DisclosureSEC source: 0001127602-18-025133 · form4.xml · nonDerivative · entry 2 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Arizpe Investment Limited Partnership Disclosed balance after: 114,808 F2 · price: Weighted average price. Actual prices ranged from $107.00 to $110.00. 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. F1 · ownership.nature: These shares are owned directly by Arizpe Investment Limited Partnership, which is controlled by Arizpe Management. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. Read SEC document |
| August 08, 2018 Filed Aug 10, 2018 20:30 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 3,743 | $107.00 | $400,501.00 |
DisclosureSEC source: 0001127602-18-025133 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Arizpe Investment Limited Partnership Disclosed balance after: 126,065 F1 · ownership.nature: These shares are owned directly by Arizpe Investment Limited Partnership, which is controlled by Arizpe Management. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. Read SEC document |
| May 30, 2018 Filed Jun 1, 2018 20:31 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 6,684 | $92.30 | $616,933.20 |
DisclosureSEC source: 0001127602-18-019523 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,498 Read SEC document |
| May 11, 2018 Filed May 15, 2018 20:35 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 10,000 | $87.50 | $875,000.00 |
DisclosureSEC source: 0001127602-18-017529 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,182 Read SEC document |
| May 09, 2018 Filed May 11, 2018 20:46 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 10,000 | $85.70 | $857,000.00 |
DisclosureSEC source: 0001127602-18-017204 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,182 Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 16,089 | $65.30 | $1,050,611.70 |
DisclosureSEC source: 0001127602-18-010157 · form4.xml · nonDerivative · entry 2 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,182 F3 · kind: Payment of tax liability by withholding securities incident to the settlement of the three-year performance period awards that were granted in 2015 under the LTIP, following final certification of the achievement of the performance conditions by the Compensation Committee. Read SEC document |
| March 01, 2018 Filed Mar 5, 2018 22:16 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 1,511 | $65.30 | $98,668.30 |
DisclosureSEC source: 0001127602-18-010157 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,271 F1 · date: This is the settlement date for shares of Insperity, Inc. ("Common Stock") that are being issued in connection with dividend rights earned following final certification of the three-year performance period awards granted in 2015 in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan. F2 · shares: The number of shares represents the cash value of dividend rights that were settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the settlement date. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionPhantom Stock Performance Units (Stock Settled) · Derivative | 41,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · derivative · entry 7 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,582 Underlying: Common Stock · 41,262 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. F5 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP based on a three-year performance period award cycle. F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2015. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.39 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. F8 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F8 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 15,136 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · derivative · entry 6 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,844 Underlying: Common Stock · 15,136 shares Expires not disclosed F5 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP based on a three-year performance period award cycle. F10 · date: These three-year performance period awards were granted in 2015. The Compensation Committee certified the achievement of the performance conditions related to 2017 performance on this date. No further performance periods remain for this grant. F7 · shares: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. F8 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F8 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 6,400 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · derivative · entry 5 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,708 Underlying: Common Stock · 6,400 shares Expires not disclosed F5 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP based on a three-year performance period award cycle. F9 · date: These three-year performance period awards were granted in 2017. The Compensation Committee certified the achievement of the performance conditions related to 2017 performance on this date. F7 · shares: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. F8 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F8 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 7,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · derivative · entry 4 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,308 Underlying: Common Stock · 7,100 shares Expires not disclosed F5 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Common Stock pursuant to the terms of the LTIP based on a three-year performance period award cycle. F6 · date: These three-year performance period awards were granted in 2016. The Compensation Committee certified the achievement of the performance conditions related to 2017 performance on this date. F7 · shares: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. F8 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F8 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · balance_after: The number of shares (a) includes additional shares issued in connection with the Company's 2-for-1 stock split, which was completed on December 18, 2017, and (b) does not include the value of dividend rights that will be settled in shares of Common Stock. The value of these dividend rights will be based on the fair market value of the Common Stock on the trading day immediately preceding the final settlement date following the certification of the final performance conditions after the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 10,730 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · nonDerivative · entry 2 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,760 F3 · kind: Restricted stock award pursuant to the Insperity, Inc. 2012 Incentive Plan. Read SEC document |
| February 21, 2018 Filed Feb 23, 2018 22:51 UTC | INSPERITY, INC. NSP · Entity 4513 | Exercise / conversionCommon Stock | 41,262 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-008109 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,030 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · date: These shares of Insperity, Inc. common stock ("Common Stock") will be settled following the certification by the Compensation Committee on this date of the achievement of the final performance conditions for these three-year performance period awards granted in 2015. F2 · shares: The number of shares does not include additional shares related to the cash value of dividend rights in the amount of $2.39 per share to be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately proceeding the final settlement date in accordance with the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan, which will be reported in a separate filing. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 21:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 10,655 | $64.13 | $683,305.15 |
DisclosureSEC source: 0001127602-18-007228 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,768 F1 · price: Weighted average price. Actual prices ranged from $64.00 to $64.25. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders. Read SEC document |
| December 28, 2017 Filed Jan 3, 2018 00:10 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 7,701 | $56.85 | $437,801.85 |
DisclosureSEC source: 0001127602-18-000238 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,423 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. F2 · balance_after: This amount includes additional shares of common stock issued in connection with the Company's previously announced 2-for-1 stock split, which was completed on December 18, 2017. Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 21:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 5,000 | $117.01 | $585,050.00 |
DisclosureSEC source: 0001127602-17-033550 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Arizpe Investment Limited Partnership Disclosed balance after: 64,904 F1 · price: Weighted average price. Actual prices ranged from $116.80 to $117.15. Full information regarding the number of shares sold at each separate price will be provided upon request to the SEC's staff, Insperity, Inc. or its stockholders. F2 · ownership.nature: These shares are owned directly by Arizpe Investment Limited Partnership, which is controlled by Arizpe Management. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. Read SEC document |
| October 02, 2017 Filed Oct 3, 2017 20:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 3,091 | $89.90 | $277,880.90 |
DisclosureSEC source: 0001127602-17-028954 · form4.xml · nonDerivative · entry 2 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,562 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 |
| September 29, 2017 Filed Oct 3, 2017 20:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,200 | $87.90 | $193,380.00 |
DisclosureSEC source: 0001127602-17-028954 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,653 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 |
| September 27, 2017 Filed Sep 29, 2017 20:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,800 | $86.65 | $242,620.00 |
DisclosureSEC source: 0001127602-17-028509 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,853 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. F2 · price: Weighted average price. Actual prices ranged from $86.50 to $87.90. 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 |
| September 14, 2017 Filed Sep 18, 2017 20:48 UTC | INSPERITY, INC. NSP · Entity 4513 | GiftCommon Stock | 1,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-027633 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Indirect · By Arizpe Investment Limited Partnership Disclosed balance after: 69,904 F1 · price: Represents a gift of shares to a charitable organization. F2 · ownership.nature: These shares are owned directly by Arizpe Investment Limited Partnership, which is controlled by Arizpe Management. Mr. Arizpe, by virtue of his position as Manager of Arizpe Management, may be deemed to beneficially own these shares. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 20:32 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,500 | $85.00 | $212,500.00 |
DisclosureSEC source: 0001127602-17-025346 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,653 Read SEC document |
| March 29, 2017 Filed Mar 31, 2017 20:37 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,108 | $87.25 | $96,673.00 |
DisclosureSEC source: 0001127602-17-013405 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,153 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. F2 · balance_after: Amounts reflect the transfer since February 21, 2017 to the Arizpe Investment Limited Partnership of 3,139 shares that were previously owned directly. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:32 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,398 | $84.30 | $117,851.40 |
DisclosureSEC source: 0001127602-17-007988 · form4.xml · nonDerivative · entry 2 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,400 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:32 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 2,210 | $84.30 | $186,303.00 |
DisclosureSEC source: 0001127602-17-007988 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,798 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:25 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 2,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007021 · form4.xml · derivative · entry 4 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,104 Underlying: Common Stock · 2,041 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Insperity, Inc. common stock ("Common Stock") pursuant to the terms of the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F8 · date: These three-year performance period awards were granted in 2016. The Compensation Committee certified the achievement of the performance conditions related to 2016 performance on this date. F6 · shares: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. F7 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.underlying_shares: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. F6 · balance_after: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:25 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 7,566 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007021 · form4.xml · derivative · entry 3 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,063 Underlying: Common Stock · 7,566 shares Expires not disclosed F4 · derivative.exercise_price: Each phantom stock performance unit represents a contingent right to receive one share of Insperity, Inc. common stock ("Common Stock") pursuant to the terms of the Insperity, Inc. Long-Term Incentive Program (the "LTIP") under the Insperity, Inc. 2012 Incentive Plan based on a three-year performance period award cycle. F5 · date: These three-year performance period awards were granted in 2015. The Compensation Committee certified the achievement of the performance conditions related to 2016 performance on this date. F6 · shares: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. F7 · derivative.exercise_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F7 · derivative.expiration_date: The phantom stock performance units vest at the end of the three-year award cycle period following certification in accordance with the LTIP of the achievement of all performance goals for the performance periods applicable to such award. F6 · derivative.underlying_shares: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. F6 · balance_after: The number of shares do not include the cash value of dividend rights that will be settled in shares of Common Stock based on the fair market value of the Common Stock on the trading day immediately preceding the date of vesting following the end of the three-year award cycle in accordance with the LTIP. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:25 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 5,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007021 · form4.xml · nonDerivative · entry 1 ARIZPE ARTHUR A · CIK 0001055604 · EVP of Client Services and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,008 F1 · kind: Restricted stock award pursuant to the Insperity, Inc. 2012 Incentive Plan. F2 · balance_after: Excludes 35,000 shares that were transferred to the Arizpe Investment Limited Partnership on February 8, 2017 and 33,015 shares that were transferred to the Arizpe Investment Limited Partnership on February 17, 2017, all of which were previously owned directly. 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.