Insperity, Inc. filings document the formal disclosures of an operating company that provides human resources and business performance solutions. Its Form 8-K reports furnish quarterly and annual operating results, worksite employee metrics, non-GAAP measures, HR portfolio updates, and material agreements tied to health-benefit arrangements and revolving credit facilities.
Proxy and governance filings describe annual meeting matters, board and committee oversight, executive compensation, equity awards and stockholder voting items. The filing record also includes disclosures on exit or disposal costs from workforce realignment actions, direct financial obligations, common stock reporting, borrowing capacity, maturity terms, financial covenants and medical-claim cost arrangements.
INSPERITY, INC. senior executive Christian P. Callens, SVP Legal, General Counsel & Secretary, bought 1,250 shares of common stock in an open-market purchase at $19.28 per share. After this transaction, he directly owns 29,600 shares of Insperity common stock.
INSPERITY, INC. executive vice president and CFO James D. Allison made an open-market purchase of 10,000 shares of the company’s common stock at a weighted average price of $20.45 per share. Following this transaction, his direct ownership increased to 94,272 common shares.
The purchase price reflected multiple trades, with actual prices ranging from $20.15 to $20.60 per share, according to the disclosure footnote.
INSPERITY, INC. Chairman and CEO Paul J. Sarvadi reported equity compensation activity in company common stock. On March 2, 2026, he acquired 33,835 and 1,560 shares through restricted stock unit and dividend-related awards, and 9,215 shares were withheld to cover taxes on performance awards. On March 3, 2026, he received an additional 1,384 shares from restricted stock units, while 2,057 shares were withheld to pay tax on vesting. After these transactions, he held 457,683 shares directly and 812,912 shares indirectly as general partner of Our Ship Limited Partnership, Ltd.
Insperity, Inc. senior vice president of finance Sean Patrick Duffy reported equity award activity in company stock. He acquired 11,200 shares of common stock through a grant of restricted stock units that vest in three equal annual installments beginning one year after the award date.
Duffy also had 151 shares of common stock credited based on dividend rights that were settled in shares at the applicable dividend dates. To cover related tax liabilities upon vesting of restricted stock unit awards, 659 shares were disposed of at a price of $22.21 per share through share withholding rather than an open-market sale.
INSPERITY, INC. senior vice president and general counsel Christian P. Callens reported equity compensation activity in the company’s common stock. He received a grant of 14,665 restricted stock units under the Insperity Incentive Plan, which vest in three equal annual installments starting on the first anniversary of the award, with each unit delivering one share upon vesting.
The filing also shows 1,052 shares of common stock were withheld at $22.21 per share to cover tax liabilities tied to restricted stock unit vesting, and an additional 248 shares were issued as dividend equivalents based on the fair market value of the stock on dividend payment dates.
Insperity, Inc. President and COO Arthur A. Arizpe reported stock-based compensation activity in Insperity common stock. On March 2 and 3, he acquired multiple stock awards, including grants of 13,200, 570, and 319 shares at no cost, reflecting restricted stock units and dividend-related rights granted under company incentive plans.
On the same dates, shares totaling 2,029 and 282 were withheld to cover tax liabilities tied to these awards, a non–open-market disposition. After these direct transactions, he held about 95,836 shares directly. Separately, 102,558 shares are owned indirectly by S.C.A. Legacy, Ltd., which is controlled by Arizpe Management, LLC; Mr. Arizpe may be deemed to beneficially own those shares.
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.
Insperity, Inc. executive James D. Allison reported the conversion of performance-based equity awards into common stock. On the reported date, he exercised 463 phantom stock performance units, which each represent a contingent right to one share, and acquired 463 shares of Insperity common stock at no cost.
The phantom units were granted in 2023 under Insperity’s Long-Term Incentive Program and vest over a three-year performance period. The compensation committee certified that final performance goals were met, and the related common shares will be settled no later than March 15, 2026. The filing notes that additional shares tied to dividend-equivalent rights will also be settled in stock based on the fair market value immediately before the final settlement date.
Insperity, Inc. President and COO Arthur A. Arizpe reported the exercise and conversion of 961 phantom stock performance units into an equivalent number of shares of Insperity common stock at a price of $0.00 per share. These units are part of three-year performance awards granted in 2023, for which the compensation committee has certified that the final performance conditions were achieved. Following this transaction, Arizpe directly holds 84,058 shares of common stock and 3,387 phantom stock performance units, and is also reported as indirectly beneficially owning 102,558 shares held by S.C.A. Legacy, Ltd., which is controlled by Arizpe Management, LLC.
Insperity, Inc. Chairman and CEO Paul J. Sarvadi exercised 4,175 phantom stock performance units into 4,175 shares of common stock on February 17, 2026, at a stated price of $0.00 per share. His directly held common stock increased to 432,176 shares after this conversion.
The phantom units were part of three-year performance awards granted in 2023 under Insperity’s Long-Term Incentive Program, with final performance conditions certified by the Compensation Committee. Related shares tied to dividend-rights value will be settled separately in common stock. Sarvadi also reports 812,912 shares of common stock held indirectly through a limited partnership.