Source-grounded facts extracted from INSPERITY, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
INSPERITY, INC. shareholders approved Ratification of Ernst & Young LLP as independent registered public accounting firm at the 2026-05-18 meeting.
“To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2026: For Against Abstain 33,873,189 1,986,519 23,123”
INSPERITY, INC. shareholders approved Approval of the Second Amendment to the Insperity, Inc. Incentive Plan at the 2026-05-18 meeting.
“To approve the Second Amendment to the Insperity, Inc. Incentive Plan: For Against Abstain Broker Non-Votes 30,285,794 2,536,874 62,513 2,997,649”
INSPERITY, INC. shareholders approved Advisory vote to approve executive compensation at the 2026-05-18 meeting.
“To cast an advisory vote to approve the Company's executive compensation: For Against Abstain Broker Non-Votes 30,946,800 1,880,665 57,716 2,997,649”
INSPERITY, INC. shareholders approved Election of Class I Directors at the 2026-05-18 meeting.
“To elect the persons named below as Class I directors for a term expiring at the 2029 annual meeting of stockholders: Director For Against Abstain Broker Non-Votes Timothy T. Clifford 31,074,382 1,797,101 13,699 2,997,649 Ellen H. Masterson 31,649,849 821,610 413,723 2,997,649 Latha Ramchand 32,120,159 749,697 15,326 2,997,649 W. Philip Wilmington 32,433,930 436,683 14,569 2,997,649”
INSPERITY, INC. reported the first quarter ended March 31, 2026 results: revenue $1.9 billion, net income net income of $33 million, EPS diluted EPS of $0.88.
“Revenues in Q1 2026 increased 2% to $1.9 billion on a 3% increase in revenue per WSEE on higher pricing, partially offset by the decrease in paid WSEEs. Gross profit decreased 3% to $302 million in Q1 2026, which represents a significant improvement compared to the 21% decline we experienced in Q4 2025. These results reflect our margin recovery efforts, including our pricing, and client renewal strategy, the new contract terms with UnitedHealthcare, plan design changes and a slightly lower than expected claim cost trend. Our benefits costs per covered employee increased 5% over Q1 2025. Operating expenses decreased 1% to $240 million in Q1 2026, including $9 million in restructuring charges primarily related to severance associated with a workforce realignment. Excluding the restructuring charges, operating expenses decreased 5% over Q1 2025. Operating expenses included $8 million in Q1 2026 and $13 million in Q1 2025 related to our Workday strategic partnership. Reported net income wa”
INSPERITY, INC. announced a restructuring with charges of one-time charges of approximately $9 million in connection with the Realignment Plan, consisting primarily of cash expenditures for severance payments, employee affecting non-sales positions (elimination of approximately 4% of our non-sales positions).
“On February 10, 2026, we announced an internal reorganization designed to improve the efficiency and align our workforce with our key areas of focus (the “Realignment Plan”). These actions are expected to result in the elimination of approximately 4% of our non-sales positions. We expect to continue disciplined hiring in sales and other key positions. We currently estimate that we will incur one-time charges of approximately $9 million in connection with the Realignment Plan, consisting primarily of cash expenditures for severance payments, employee benefits, and related costs. We expect that the majority of the charges will be incurred in the first quarter of 2026 and that the execution of the Realignment Plan will be substantially complete before the end of the first quarter of 2026.”
INSPERITY, INC. amended Eighth Amendment to Amended and Restated Credit Agreement with Zions Bancorporation, N.A. dba Amegy Bank, as administrative agent, and certain financial institutions, as lenders (effective 2025-12-15).
“On December 15, 2025 , Insperity, Inc. (the “Company”) entered into the Eighth Amendment to Amended and Restated Credit Agreement (the “Eighth Amendment”) with Zions Bancorporation, N.A. dba Amegy Bank, as administrative agent, and certain financial institutions, as lenders.”
INSPERITY, INC. amended revolving credit of from $650 million to $750 million with Zions Bancorporation, N.A. dba Amegy Bank, as administrative agent, and certain financial institutions, as lenders maturing December 15, 2028.
“On December 15, 2025 , Insperity, Inc. (the “Company”) entered into the Eighth Amendment to Amended and Restated Credit Agreement (the “Eighth Amendment”) with Zions Bancorporation, N.A. dba Amegy Bank, as administrative agent, and certain financial institutions, as lenders. The Eighth Amendment amends the Company’s existing Amended and Restated Credit Agreement,dated as of February 6, 2018 (as amended, amended and restated, supplemented or otherwise modified to date), to, among other things, (i) increase the aggregate principal amount that the Company may borrow under the revolving credit facility thereunder (the “Facility”) from $650 million to $750 million, (ii) increase the aggregate principal amount to which the Facility may be increased, subject to certain terms and conditions, from $700 million to $800 million, (iii) extend the maturity date of the Facility to December 15, 2028, (iv) increase the Maximum Leverage Ratio (as defined therein) financial covenant from 3.00 to 3.75 an”
Douglas S. Sharp retired as Executive Vice President of Finance, Chief Financial Officer and Treasurer at INSPERITY, INC..
“On August 27, 2024, Insperity, Inc. (the “Company”) announced the retirement of Douglas S. Sharp, Executive Vice President of Finance, Chief Financial Officer and Treasurer, effective November 15, 2024.”
Sean P. Duffy changed role as Senior Vice President of Finance and Accounting at INSPERITY, INC..
“Sean P. Duffy, age 52, will be promoted to the role of Senior Vice President of Finance and Accounting, effective as of Mr. Sharp’s retirement.”
James D. Allison was appointed as Executive Vice President of Finance, Chief Financial Officer and Treasurer at INSPERITY, INC..
“James D. Allison, age 55, will assume the role of Executive Vice President of Finance, Chief Financial Officer and Treasurer, effective as of Mr. Sharp’s retirement.”
Douglas S. Sharp departed as Executive Vice President of Finance, Chief Financial Officer and Treasurer at INSPERITY, INC..
“On August 26, 2024, Douglas S. Sharp notified Insperity, Inc. (“Insperity”) of his decision to retire from Insperity, effective November 15, 2024.”
W. Philip Wilmington was appointed as Director at INSPERITY, INC..
“Effective May 22, 2024, the Board of Directors of Insperity, Inc. (the “Company”) appointed W. Philip Wilmington to the Board of Directors.”
INSPERITY, INC. reported financial results for the first quarter ended March 31, 2024.
“On May 1, 2024, Insperity, Inc. issued a press release announcing the company’s financial and operating results for the quarter ended March 31, 2024.”
Daniel D. Herink retired as Executive Vice President of Legal, General Counsel and Secretary at INSPERITY, INC..
“On October 31, 2023, Insperity, Inc. (the “Company”) announced the retirement of Daniel D. Herink, Executive Vice President of Legal, General Counsel and Secretary.”
INSPERITY, INC. reported the quarter and year ended December 31, 2023 results: revenue $1.6 billion, net income $19.6 million, EPS $0.52.
“Fourth Quarter Results The average number of worksite employees (“WSEE”) paid per month increased 2.5% over Q4 2022 to 315,072 WSEEs. Revenues in Q4 2023 increased 6.1% to $1.6 billion on the 2.5% increase in paid WSEEs and a 3.5% increase in revenue per WSEE. Macro-economic headwinds continued to impact worksite employee growth in our client base as a minimum”
INSPERITY, INC.: Amended and restated Bylaws to incorporate universal proxy rules and make technical and conforming changes (effective 2023-11-15).
“On November 15, 2023, the Board of Directors of Insperity, Inc. (the “Company”) further amended and restated the Company’s Amended and Restated Bylaws (as so amended, the “Bylaws”) to • incorporate and update certain procedural mechanics and disclosure requirements for director nominations by stockholders in connection with the effectiveness of the Securities and Exchange Commission’s “universal proxy” rules set forth in Rule 14a-19 promulgated under the Securities Exchange Act of 1934, as amended (“Rule 14a-19”), including by providing that: ◦ any stockholder soliciting proxies comply with Rule 14a-9 and other applicable securities laws; make additional representations regarding the intentions of the nominating stockholder to solicit proxies; certify compliance with applicable laws in connection with the acquisition of shares of stock of the Company and its activities as a stockholder; provide the Company with reasonable evidence that it has complied with the requirements of Rule 14a-”
INSPERITY, INC. reported third quarter ended September 30, 2023 results: revenue $1.6 billion, net income $44.3 million, EPS $1.16.
“Third Quarter Results The average number of worksite employees (“WSEE”) paid per month increased 4.0% over Q3 2022 to 315,340 WSEEs. Revenues in Q3 2023 increased 7.8% to $1.6 billion on the 4.0% increase in paid WSEEs and a 3.7% increase in revenue per WSEE. Sales and client retention over the course of the year have continued to drive the growth in paid”
INSPERITY, INC. reported the first six months of 2023 results: revenue $3.4 billion, net income $107.5 million, EPS $2.78.
“32.2% to $50.9 million. Year-to-Date Results The average number of WSEEs paid per month increased 8.6% over 2022 to 308,998 WSEEs. Revenues in 2023 increased by 11.5% to $3.4 billion on the 8.6% increase in paid WSEEs and a 2.6% increase in revenue per WSEE. Gross profit increased 5.9% on the increase in paid WSEEs and a decrease of 2.6% on a per WSEE per”
INSPERITY, INC. reported the second quarter ended June 30, 2023 results: revenue $1.6 billion, net income $12.9 million, EPS $0.33.
“net hiring in our client base, although Q2 2023 came in slightly lower than forecast and at approximately 50% of Q2 2022 levels. Revenues in Q2 2023 increased 10.7% to $1.6 billion on the 7.2% increase in paid WSEEs and a 3.3% increase in revenue per WSEE. Gross profit decreased 6.3% over Q2 2022 to $224.6 million on substantially higher-than-expected”
INSPERITY, INC. shareholders approved Ratification of appointment of Ernst & Young LLP as independent registered public accounting firm for 2023 at the 2023-05-22 meeting.
“To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2023: For Against Abstain 33,371,543 1,998,847 37,819”
INSPERITY, INC. shareholders approved Advisory vote on the frequency of holding the advisory vote on executive compensation at the 2023-05-22 meeting.
“To cast an advisory vote on the frequency of holding the advisory vote on executive compensation: 1 Year 2 Year 3 Year Abstain Broker Non-Votes 32,863,132 7,950 828,654 31,601 1,676,872”
INSPERITY, INC. shareholders approved Advisory vote to approve the Company's executive compensation at the 2023-05-22 meeting.
“To cast an advisory vote to approve the Company's executive compensation: For Against Abstain Broker Non-Votes 30,159,437 3,325,655 246,245 1,676,872”
INSPERITY, INC. shareholders approved Approval of the Insperity, Inc. Incentive Plan at the 2023-05-22 meeting.
“To approve the Insperity, Inc. Incentive Plan: For Against Abstain Broker Non-Votes 32,674,751 1,041,831 14,755 1,676,872”
INSPERITY, INC. shareholders approved Election of Class I directors for a term expiring at the 2026 annual meeting of stockholders at the 2023-05-22 meeting.
“To elect the persons named below as Class I directors for a term expiring at the 2026 annual meeting of stockholders: Director For Against Abstain Broker Non-Votes Timothy T. Clifford 29,986,174 3,707,953 37,210 1,676,872 Ellen H. Masterson 32,185,955 1,512,675 32,707 1,676,872 Latha Ramchand 32,436,189 1,262,395 32,753 1,676,872”
INSPERITY, INC. reported first quarter ended March 31, 2023 results: revenue $1.8 billion, net income $94.6 million, EPS $2.45.
“and were about 50% less than that experienced during the first quarter of 2022 due primarily to the softer economic environment. Revenues in Q1 2023 increased 12.2% to $1.8 billion on the 10.1% increase in paid WSEEs and a 1.9% increase in revenue per WSEE. Gross profit increased 16.2% over Q1 2022 to $332.1 million on the 10.1% increase in paid WSEEs and a”
INSPERITY, INC. reported financial results for the quarter and year ended December 31, 2022.
“On February 9, 2023, Insperity, Inc. issued a press release announcing the company’s financial and operating results for the quarter and year ended December 31, 2022.”
INSPERITY, INC. reported the first nine months of 2022 results: revenue $4.4 billion, net income $141.2 million, EPS $3.66.
“costs also increased over Q3 2021, which was more restrictive under the pandemic conditions. Year-to-Date Results Revenues for the first nine months of 2022 increased 20.8% to $4.4 billion on an 18.9% increase in paid WSEEs and a 1.7% increase in revenue per WSEE. Gross profit for the first nine months of 2022 increased 18.6% to $770.2 million. Operating expenses”
INSPERITY, INC. reported the third quarter ended September 30, 2022 results: revenue $1.4 billion, net income $37.7 million, EPS $0.98.
“although at expected lower levels than Q3 2021, a period when many clients were rehiring employees as the pandemic conditions improved. Revenues in Q3 2022 increased 19.0% to $1.4 billion on the 17.8% increase in paid WSEEs. Revenue per WSEE was up 1.0% as overall pricing was managed to targeted levels given the current inflationary environment, partially offset”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.