Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INSPERITY, INC.NSP · Entity 4513 | EVP Finance, CFO & Treasurer | May 08, 2024 | May 10, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
INSPERITY, INC.
Report date May 08, 2024 · Filed May 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,516 |
Reported balance
After 2024-05-08 transaction · row 1
1 source rowRow 1 · 2024-05-08 · Sale · Disposed 5,212 · Balance 28,516 F1: Weighted average price. Actual prices ranged from $104.39 to $104.80. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Weighted average price. Actual prices ranged from $104.39 to $104.80. 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.
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 16, 2018 Filed Feb 20, 2018 21:33 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 3,096 | $64.51 | $199,722.96 |
DisclosureSEC source: 0001127602-18-007233 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,045 F1 · price: Weighted average price. Actual prices ranged from $64.00 to $65.20. 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 00:12 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 5,397 | $56.85 | $306,819.45 |
DisclosureSEC source: 0001127602-18-000240 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,141 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 02, 2017 Filed Nov 6, 2017 23:08 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,633 | $101.06 | $266,090.98 |
DisclosureSEC source: 0001127602-17-031398 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,769 F1 · price: Weighted average price. Actual prices ranged from $101.06 to $101.10. 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 02, 2017 Filed May 4, 2017 20:33 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 2,000 | $87.97 | $175,940.00 |
DisclosureSEC source: 0001127602-17-016863 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,402 F1 · price: Weighted average price. Actual prices ranged from $87.90 to $88.05. 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 29, 2017 Filed Mar 31, 2017 20:34 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 920 | $87.25 | $80,270.00 |
DisclosureSEC source: 0001127602-17-013399 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,402 F1 · kind: Payment of tax liability by withholding securities incident to the vesting of a restricted stock award. Read SEC document |
| February 22, 2017 Filed Feb 23, 2017 21:36 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 1,937 | $83.23 | $161,216.51 |
DisclosureSEC source: 0001127602-17-007993 · form4.xml · nonDerivative · entry 4 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,322 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:36 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 730 | $84.30 | $61,539.00 |
DisclosureSEC source: 0001127602-17-007993 · form4.xml · nonDerivative · entry 3 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,259 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 21:36 UTC | INSPERITY, INC. NSP · Entity 4513 | Tax withholdingCommon Stock | 1,307 | $84.30 | $110,180.10 |
DisclosureSEC source: 0001127602-17-007993 · form4.xml · nonDerivative · entry 2 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,989 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 21:36 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 1,326 | $84.93 | $112,617.18 |
DisclosureSEC source: 0001127602-17-007993 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,296 Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 22:26 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 1,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007025 · form4.xml · derivative · entry 3 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,229 Underlying: Common Stock · 1,131 shares Expires not disclosed F2 · 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. F6 · 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. F4 · 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. F5 · 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. F5 · 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. F4 · 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. F4 · 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 22:26 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantPhantom Stock Performance Units (Stock Settled) · Derivative | 3,531 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007025 · form4.xml · derivative · entry 2 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,098 Underlying: Common Stock · 3,531 shares Expires not disclosed F2 · 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. F3 · 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. F4 · 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. F5 · 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. F5 · 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. F4 · 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. F4 · 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 22:26 UTC | INSPERITY, INC. NSP · Entity 4513 | GrantCommon Stock | 4,715 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-007025 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,622 F1 · kind: Restricted stock award pursuant to the Insperity, Inc. 2012 Incentive Plan. Read SEC document |
| November 14, 2016 Filed Nov 15, 2016 22:01 UTC | INSPERITY, INC. NSP · Entity 4513 | SaleCommon Stock | 4,000 | $71.55 | $286,200.00 |
DisclosureSEC source: 0001127602-16-067251 · form4.xml · nonDerivative · entry 1 SHARP DOUGLAS S · CIK 0001198988 · SVP Finance, CFO & Treasurer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,907 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.