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.
Inspenrity, Inc. Schedule 13G filing reports that Earnest Partners, LLC beneficially owns 2,066,472 shares of Inspenity common stock, representing 5.4% of the class as reported. The filing shows 1,519,215 shares with sole voting power and 389,802 shares with shared voting power. The filing is submitted by Earnest Partners as an investment adviser under applicable SEC rules.
INSPERITY, INC. Chairman and CEO Paul J. Sarvadi reported significant open‑market buying of company stock. On May 5, 2026, he completed three open‑market purchases totaling 100,000 shares of common stock at prices around $28.20, $29.26 and $30.00 per share.
After these direct purchases, he held 649,727 shares directly. He also held 872,912 shares indirectly as general partner of Our Ship Limited Partnership, Ltd., with footnotes noting that 125,000 of these shares were previously held indirectly and are now owned directly.
Invesco Ltd. reported beneficial ownership of 2,401,765 shares of Insperity Inc. common stock, representing 6.4% of the class as of 03/31/2026. The shares are held of record by clients of Invesco Ltd., giving it sole dispositive power over 2,401,765 shares and sole voting power over 2,391,440 shares. The filing identifies affiliated advisers Invesco Advisers, Inc., Invesco Investment Advisers LLC, and Invesco Capital Management LLC and is signed by Robert R. Leveille on 05/06/2026.
Insperity, Inc. reported softer Q1 2026 results, with revenue of $1.895 billion, up 2% from Q1 2025, but net income falling 35% to $33 million. Diluted EPS declined to $0.88 from $1.35. Average worksite employees decreased 1% as margin recovery efforts and higher direct costs pressured profitability. Gross profit slipped 3% to $302 million, while operating expenses were flat at $240 million despite $9 million of restructuring charges tied to workforce realignment. Adjusted EBITDA was stable at $103 million, but adjusted net income dropped 15% to $50 million and adjusted EPS to $1.31. A higher 48% effective tax rate, largely from stock awards vesting below grant price, further reduced GAAP earnings. Insperity ended the quarter with $555 million in cash, cash equivalents and marketable securities and $369 million drawn on its $750 million credit facility, while paying a quarterly dividend of $0.60 per share.
Insperity, Inc. reported Q1 2026 revenue of $1.9 billion, up 2% year over year, while average paid worksite employees (WSEEs) slipped 1% to 303,049. Gross profit declined 3% to $302 million as benefits costs per covered employee rose 5%.
Operating expenses fell 1% to $240 million, including $9 million of restructuring charges tied to workforce realignment, leading to net income of $33 million and diluted EPS of $0.88, both down about 35% from Q1 2025. On a non-GAAP basis, adjusted EBITDA was $103 million and adjusted EPS was $1.31.
Management highlighted progress in a margin recovery plan, supported by new UnitedHealthcare contract terms, pricing and renewal actions, and worksite employee benefit plan changes. Updated 2026 guidance calls for adjusted EPS of $1.60–$2.60 and adjusted EBITDA of $170–$230 million, implying potential improvement from 2025 levels.
Insperity Inc ownership filing: Vanguard Portfolio Management reports beneficial ownership of 2,181,130 shares of Common Stock, representing 5.78% of the class. The filing shows sole voting power for 31,360 shares and sole dispositive power for 2,181,130 shares, and states holdings include shares held for Vanguard funds and managed accounts.
Insperity, Inc. distributes its 2026 proxy statement outlining director elections, executive compensation and governance matters for stockholder votes. Investors will elect four Class I directors, cast an advisory say-on-pay vote, approve a second amendment to the Incentive Plan, and ratify Ernst & Young LLP as auditor.
The proxy highlights a classified 11‑member board, a lead independent director, fully independent key committees and an Enterprise Risk Management Steering Committee. As of April 6, 2026, 38,169,182 shares were outstanding; CEO Paul Sarvadi beneficially owned 1,472,582 shares (3.86%). Major holders include BlackRock, The Vanguard Group and Reinhart Partners.
Compensation is heavily performance-based, with at least 75% of NEO target pay in variable and long-term incentives, and over 97% prior stockholder support for say‑on‑pay. For 2025, adjusted EBITDA was $131 million amid investment in the Workday HRScale solution, WSEEs grew 0.9%, and regular annual dividends reached $2.40 per share, while several performance award tranches paid out at or below target.
The Vanguard Group filed Amendment No. 15 to its Schedule 13G/A regarding Insperity Inc common stock, reporting 0 shares beneficially owned and 0% of the class. The filing explains an internal realignment on January 12, 2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group. The form is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026.
Insperity, Inc. Chairman and CEO Paul J. Sarvadi reported substantial open-market purchases of company stock. Across multiple trades on March 17–19, 2026, he bought a total of 201,987 shares of Insperity common stock at prices in the low- to mid-$20s per share.
Some purchases were made indirectly through Our Ship Limited Partnership, Ltd., where he is general partner, and others were held directly in his name. After these transactions, he held hundreds of thousands of shares both directly and indirectly.
INSPERITY, INC. director Ellen H. Masterson bought 1,200 shares of Common Stock in an open-market transaction at $19.90 per share. This insider purchase increases her direct holdings to 20,980 shares, showing she has added to her personal stake in the company.