Insperity CFO receives stock awards, tax withholdings

Insperity EVP, Finance, CFO & Treasurer James D. Allison reported routine equity compensation transactions.

Rhea-AI Filing Summary

Insperity EVP, Finance, CFO & Treasurer James D. Allison reported routine equity compensation transactions. On March 2–3, 2026, he received several grants and dividend-right settlements in Insperity common stock, including awards of 20,535, 417, and 154 shares of restricted stock units.

On the same dates, 1,663 and 151 shares were withheld at $22.21 and $21.13 per share, respectively, to cover tax liabilities tied to vesting restricted stock units and long-term performance awards. After these transactions, his directly held common stock balance was reported in the 84,000-share range.

Insider Trade Summary

5 transactions reported

Mixed 5 txns

Insider ALLISON JAMES D

Role EVP, Finance, CFO & Treasurer

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	154	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	151	$21.13	$3K
Grant/Award	Common Stock	20,535	$0.00	$0.00
Exercise Price or Tax Liability	Common Stock	1,663	$22.21	$37K
Grant/Award	Common Stock	417	$0.00	$0.00

Holdings After Transaction: Common Stock — 84,272 shares (Direct)

Footnotes (5)

1. 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.
2. F2. Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit awards.
3. 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.
4. 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.
5. 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.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Insperity (NSP) executive James D. Allison report in this Form 4?

James D. Allison, Insperity’s EVP, Finance, CFO & Treasurer, reported routine equity compensation activity. He received multiple common stock awards and related dividend-right settlements, with some shares withheld to satisfy tax obligations on vesting restricted stock and long-term performance-based awards.

How many Insperity (NSP) shares were granted to CFO James Allison?

James Allison reported several stock awards: 20,535 shares, 417 shares, and 154 shares of common stock. Footnotes explain these represent restricted stock units and dividend-right settlements granted under Insperity’s incentive and long-term incentive plans, each unit corresponding to one share upon vesting.

Were any of James Allison’s Insperity (NSP) shares sold in the market?

The Form 4 shows no open-market sales. Instead, 1,663 and 151 shares of common stock were withheld at $22.21 and $21.13 per share to pay tax liabilities associated with vesting restricted stock unit awards and performance-based long-term incentive awards.

What do the restricted stock unit awards for Insperity (NSP) CFO James Allison entail?

The awards are restricted stock units under Insperity’s incentive plan. According to the footnotes, the units vest in annual one-third increments starting on the first anniversary, with each restricted stock unit converting into one share of Insperity common stock when vesting occurs.

Why were Insperity (NSP) shares withheld from James Allison’s awards?

Shares were withheld to cover tax liabilities arising from equity compensation. Footnotes state that 1,663 and 151 shares were used to pay taxes related to the vesting of restricted stock unit awards and settlement of three-year performance period awards under the Long-Term Incentive Plan.

How were dividend rights handled in James Allison’s Insperity (NSP) equity awards?

Some reported shares represent dividend rights attached to awards. Footnotes explain these dividend rights were settled in Insperity common stock based on the fair market value on dividend payable or settlement dates, with fractional amounts rounded to the nearest whole share for reporting.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 03/04/2026 - 05:54 PM Learn about SEC filing dates

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

ALLISON JAMES D

(Last) (First) (Middle)

19001 CRESCENT SPRINGS DRIVE

(Street)

KINGWOOD TX 77339

(City) (State) (Zip)

2. Issuer Name and Ticker or Trading Symbol
INSPERITY, INC. [ NSP ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Finance, CFO & Treasurer

3. Date of Earliest Transaction (Month/Day/Year)
03/02/2026

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	03/02/2026		A(1)		20,535	A	$0	85,515	D
Common Stock	03/02/2026		F(2)		1,663	D	$22.21	83,852	D
Common Stock	03/02/2026		A(3)		417	A	$0	84,269	D
Common Stock	03/03/2026		A(4)		154	A	$0	84,423	D
Common Stock	03/03/2026		F(5)		151	D	$21.13	84,272	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. 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.

2. Payment of tax liability by withholding securities incident to the vesting of a restricted stock unit awards.

3. 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.

4. 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.

5. 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.

	/s/ Christian P. Callens, by Power of Attorney	03/04/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
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