{"filings":[{"id":555918,"accession_number":"0001000753-26-000076","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2026-05-20T20:45:33+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Insperity shareholders approve 1.62M share increase for incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved Second Amendment to Incentive Plan, adding 1,620,000 shares to reserve (total 9,088,610).","All four Class I director nominees elected: Clifford, Masterson, Ramchand, Wilmington.","Advisory vote on executive compensation passed with ~94% support (30.9M For, 1.88M Against).","Ratification of Ernst & Young as FY2026 auditor approved (33.9M For, 1.99M Against)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90494,"accession_number":"0001000753-26-000048","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q1 EPS $0.88, adj EPS $1.31; revenue $1.9B +2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $1.9B (+2% YoY); avg paid WSEEs 303,049 (-1% YoY).","Net income $33M, diluted EPS $0.88; adjusted EPS $1.31, adjusted EBITDA $103M.","Gross profit $302M (-3% YoY) significantly improved from Q4 2025 decline of 21%.","Operating expenses $240M (-1% YoY, -5% ex-restructuring charges of $9M).","Updated 2026 guidance provided; Q2 2026 guidance also issued."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1895000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100046,"accession_number":"0001000753-26-000009","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","2.05","9.01"],"status":"ready","headline":"Insperity Q4 net loss $33M, diluted EPS ($0.88); announces layoffs of 4% of non-sales staff","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenues $1.7B (+3% YoY); average paid WSEEs up 1% to 312,377.","Q4 net loss $33M (-$0.88 diluted EPS); adjusted EPS ($0.60) and adjusted EBITDA ($13M) negative.","Full year 2025 net loss $7M (-$0.19 diluted EPS); revenues $6.8B (+4%); gross profit down 14%.","Reorganization eliminates ~4% of non-sales positions; expects ~$9M one-time charges in Q1 2026.","2026 guidance issued; aims for margin recovery and meaningful adjusted EBITDA increase."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":6812000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116388,"accession_number":"0001000753-25-000121","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Insperity ups revolving credit facility to $750M, extends maturity to Dec 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Revolving facility increased from $650M to $750M; accordion feature raised to $800M.","Maturity extended to December 15, 2028, from prior date.","Maximum Leverage Ratio covenant raised from 3.00x to 3.75x for added flexibility.","EBITDA definition amended; new guarantor Insperity PEO HR, Inc. added."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116387,"accession_number":"0001000753-25-000104","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-11-03T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"Insperity Q3 net loss $20M, adj EPS ($0.20); extends UHC deal with $500k pooling cap through 2028","summary_kind":"llm","event_type":"earnings","confidence":"medium","bullets":["Q3 revenues $1.6B (+4% YoY); net loss $20M; GAAP EPS ($0.53); adjusted EPS ($0.20).","Healthcare costs drove 15% gross profit decline to $195M; elevated inpatient/outpatient/pharmacy trends cited.","New UnitedHealthcare contract extends through 2028, reduces large-claim pooling to $500k from Jan 2026, adds volume incentives.","YTD net income $26M ($0.69 EPS); adjusted EBITDA $144M; returned $87M to shareholders via buybacks and dividends.","HRScale (Insperity/Workday) product rollout underway; Workday costs $38M YTD."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":5144000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132833,"accession_number":"0001000753-25-000063","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Insperity Q2 net loss $5M; revenue up 3%; lowers FY2025 guidance; launches HRScale with Workday","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net loss of $5M, diluted EPS $(0.14); adjusted EPS $0.26.","Q2 revenue $1.7B (+3% YoY); average paid WSEEs up 1% to 309,115.","Gross profit down 14% to $223M due to higher-than-expected benefits costs (elevated pharmacy and large claims).","2025 guidance lowered; outlook reflects elevated benefits cost trend; Q3 guidance also provided.","Introduces Insperity HRScale with Workday (beta early 2026) and rebrands existing PEO solutions as HR360 and HRCore."],"consensus_eps_estimate":null,"consensus_eps_actual":1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":3521000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132832,"accession_number":"0001000753-25-000032","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Insperity grants special performance-based stock units to CEO and COO with stock price targets up to $225 per share","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["CEO Paul Sarvadi granted up to 400,000 PSUs; COO A. Steve Arizpe up to 100,000 PSUs, vesting over 5 years.","PSUs vest only if 30-day avg stock price hits thresholds from $105 (10% vest) to $225 (100% vest); grant date price $62.06.","Award tied to retention and execution of Workday joint venture; no retirement provisions, forfeiture on voluntary quit or cause.","Clawback policy applies; no adjustment for cash dividends; maximum target represents ~3.6x grant date stock price.","Compensation Committee worked with FW Cook over 5 months to design the award, citing need for continuity during transformation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149387,"accession_number":"0001000753-25-000028","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Shareholders approve 620,000-share increase in Insperity incentive plan","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved First Amendment to Incentive Plan, increasing share reserve by 620,000 shares to 7,468,610.","All four Class III director nominees (Eli Jones, Randall Mehl, John Morphy, Richard Rawson) elected with over 32.4 million votes each.","Advisory vote on executive compensation passed with 32,362,299 for and 897,174 against (96.7% in favor).","Ratification of Ernst & Young as independent auditor for 2025 passed with 33,485,884 for and 2,141,053 against (93.9% in favor)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149386,"accession_number":"0001000753-25-000018","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q1 EPS $1.35 (adj. $1.57); healthcare costs drive gross profit down 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $1.9B (+3% YoY); avg. worksite employees 306,023 (+1%).","Gross profit fell 10% to $310M due to higher-than-expected benefits costs, including $12M prior-period runoff.","Net income $51M; diluted EPS $1.35; adjusted EPS $1.57; adjusted EBITDA $102M.","Returned $42M to shareholders: $19M buybacks (224k shares) and $23M dividends.","Updated 2025 guidance; initiated pricing plan to address higher healthcare cost trend."],"consensus_eps_estimate":null,"consensus_eps_actual":1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1863000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168451,"accession_number":"0001000753-25-000004","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2025-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q4 net loss $9M, FY 2024 net income $91M; provides 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss of $9M; diluted EPS $(0.22); adjusted EPS $0.05; adjusted EBITDA $23M.","FY 2024 net income $91M; diluted EPS $2.42; adjusted EPS $3.58; adjusted EBITDA $270M.","Avg paid WSEEs down 2% YoY to 307,261; Q4 avg 309,093 WSEEs (flat to guidance).","Returned $152M to shareholders in 2024 via $63M buybacks (697K shares) and $89M dividends.","2025 guidance issued; Workday partnership costs hit $57M in 2024; expects growth acceleration."],"consensus_eps_estimate":null,"consensus_eps_actual":2.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":6581000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185582,"accession_number":"0001000753-24-000082","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-11-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Former CFO Douglas Sharp enters consulting agreement through March 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sharp retired as EVP Finance/CFO/Treasurer effective Nov 15, 2024.","Consulting agreement dated Nov 15, effective Nov 16, 2024 to March 31, 2025.","Consulting fee: $10,000 per month; non-compete and non-solicit for 24 months after termination.","Sharp will assist with transition and provide advisory services to management."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185581,"accession_number":"0001000753-24-000059","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q3 net income $3M ($0.07), adjusted EPS $0.39; WSEE down 2% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $3M, diluted EPS $0.07; adjusted EPS $0.39, adjusted EBITDA $39M.","Revenue $1.6B, up 1% YoY; average paid WSEEs 309,088, down 2%.","Gross profit $229M, down 11% YoY due to benefits cost comparison.","Operating expenses up 15% YoY, driven by Workday partnership implementation.","YTD net income $100M ($2.63 EPS); returned $119M via buybacks ($52M) and dividends ($67M)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":4968000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202159,"accession_number":"0001000753-24-000052","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K/A","filed_at":"2024-08-30T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Insperity amends 8-K to disclose omitted related-party transaction for officer Duffy","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Entity in which Sean P. Duffy's family holds ~1/3 minority interest paid Insperity $189K in PEO service fees (net of $1.825M payroll costs) in 2023.","Amendment corrects prior filing that stated no such transactions existed for the newly appointed officer.","Service fees for the entity are within the pricing range of other similar unrelated clients.","No other changes were made to the original August 27, 2024 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202161,"accession_number":"0001000753-24-000049","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-08-27T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Insperity CFO Douglas S. Sharp to retire Nov 15, 2024; James D. Allison named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Douglas Sharp retires after 21 years as CFO; effective November 15, 2024.","James Allison appointed Executive VP of Finance, CFO, and Treasurer effective same date; salary $550,000.","Sean Duffy promoted to Senior VP of Finance and Accounting; salary $375,000, plus 5,100 RSU award.","Allison has been at Insperity since 1997, most recently Executive VP of Comprehensive Benefits Solutions & Chief Profitability Officer.","Succession is planned; no family relationships or transactions requiring disclosure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202160,"accession_number":"0001000753-24-000043","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q2 adjusted EPS $0.86 (+34% YoY); revenue $1.6B (+1%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net income $18M, diluted EPS $0.48; adjusted EPS $0.86, adjusted EBITDA $66M (+29% YoY).","Revenue $1.6B (+1%) on 3% higher rev/WSEE, offsetting 1% drop in paid WSEEs to 306,958.","Gross profit $260M (+16%) on improved pricing and lower benefits costs vs prior-year healthcare spike.","H1 2024 adjusted EPS $3.13, adjusted EBITDA $208M; $81M returned via buybacks ($37M) and dividends ($44M).","Updated FY2024 guidance issued; Q3 outlook provided in press release."],"consensus_eps_estimate":null,"consensus_eps_actual":2.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":3407000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218217,"accession_number":"0001000753-24-000039","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-05-23T23:59:59+00:00","items":["5.02","5.03","5.07","9.01"],"status":"ready","headline":"Insperity appoints Phil Wilmington to board; stockholders approve officer exculpation","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Phil Wilmington appointed as Class I independent director effective May 22, 2024; serves on Compensation Committee.","Wilmington most recently Vice-Chairman at Workday (retired May 2024); brings HCM software expertise.","Stockholders approved amendment to certificate of incorporation to exculpate officers from personal liability under Delaware law.","All three Class II director nominees re-elected: Kaufman (30.8M for), Lumelleau (31.7M), Sarvadi (30.7M).","Advisory say-on-pay passed (31.5M for); Ernst & Young ratified as auditor for FY2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1257674553.3901515,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218216,"accession_number":"0001000753-24-000030","cik":1000753,"company_name":"INSPERITY, INC.","ticker":"NSP","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Insperity Q1 net income $79M, adj. 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