TRINET GROUP, INC. — fact timeline

TRINET GROUP, INC. shareholders approved Ratification of Deloitte & Touche LLP as independent auditor at the 2026-05-27 meeting.

“Proposal 3. Stockholders ratified the selection by the Finance and Audit Committee of the Board of Directors of the Company of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026. The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes Total 41,815,075 582,335 49,978 0 42,447,388”

TRINET GROUP, INC. shareholders approved Advisory vote on executive compensation at the 2026-05-27 meeting.

“Proposal 2. Stockholders approved, on an advisory basis, the compensation of the Company’s named executive officers. The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes Total 38,448,545 903,509 31,258 3,064,076 42,447,388”

TRINET GROUP, INC. shareholders approved Election of Directors at the 2026-05-27 meeting.

“Proposal 1 . Stockholders elected each of the three nominees below as directors to serve until the Company’s 2029 Annual Meeting of Stockholders or until his or her respective successor has been duly elected and qualified. The voting results were as follows: Director Name Votes For Votes Withheld Broker Non-Votes Total Michael J. Angelakis 38,391,874 991,438 3,064,076 42,447,388 David C. Hodgson 37,885,852 1,497,460 3,064,076 42,447,388 Jacqueline Kosecoff 38,866,465 516,847 3,064,076 42,447,388 Michael Q. Simonds 38,933,678 449,634 3,064,076 42,447,388”

TRINET GROUP, INC. reported financial results for the first quarter ended March 31, 2026.

“On April 30, 2026, TriNet Group, Inc. (the “Company”) issued a press release announcing the Company’s financial and operating results for the quarter ended March 31, 2026.”

Samantha Wellington resigned as Executive Vice President, Business Affairs, Chief Legal Officer, and Secretary at TRINET GROUP, INC..

“On September 4, 2024, Samantha Wellington resigned her position as Executive Vice President, Business Affairs, Chief Legal Officer, and Secretary of TriNet Group, Inc. (the “Company”) effective September 16, 2024.”

Brian Evanko was appointed as Director at TRINET GROUP, INC..

“On July 8, 2024, the Board of Directors (the “Board”) of TriNet Group, Inc. (the “Company”) appointed Brian Evanko as a director to fill a vacancy on the Board, with immediate effect.”

Alexander Warren departed as Senior Vice President, Chief Revenue Officer at TRINET GROUP, INC..

“On June 4, 2024, TriNet Group, Inc. (the “Company”) entered into a transition agreement (the “Transition Agreement”) with Alexander Warren, the Company’s Senior Vice President, Chief Revenue Officer, who will be departing the Company effective on or around September 1, 2024 (the “Separation Date”).”

TRINET GROUP, INC. reported the first quarter ended March 31, 2024 results: revenue $1.3 Billion, EPS $1.78.

“TriNet Announces First Quarter 2024 Results 1% Growth in Total Revenues to $1.3 Billion 4% Growth in Professional Service Revenues to $214 million Net Income per Diluted Share of $1.78 and Adjusted Net Income per Diluted Share $2.16”

TRINET GROUP, INC. reported financial results for the quarter and full year ended December 31, 2023.

“On February 15, 2024, TriNet Group, Inc. (the “Company”) issued a press release announcing the Company’s financial and operating results for the quarter and full year ended December 31, 2023.”

Burton M. Goldfield retired as Chief Executive Officer and President at TRINET GROUP, INC..

“Mr. Burton M. Goldfield will retire from his current position as Chief Executive Officer and President of the Company, effective as of immediately prior to the Effective Date”

Michael Q. Simonds was appointed as Class III director at TRINET GROUP, INC..

“On February 12, 2024, the Board also appointed Mr. Simonds as a Class III director, effective as of the Effective Date.”

Michael Q. Simonds was appointed as Chief Executive Officer and President at TRINET GROUP, INC..

“On February 12, 2024, the Board of Directors (the “Board”) of TriNet Group, Inc. (the “Company”) appointed Michael Q. Simonds as the Chief Executive Officer and President of the Company, effective February 16, 2024”

TRINET GROUP, INC. reported third quarter ended September 30, 2023 results: revenue $1.2 billion, EPS $1.63.

“TriNet Announces Third Quarter 2023 Results Total Revenues of $1.2 billion”

TRINET GROUP, INC. amended revolving credit of $700.0 million with JPMorgan Chase Bank, N.A. maturing August 16, 2028.

“The Amendment, among other things (1) increases the aggregate revolving commitments under the revolving facility made available under the 2021 Credit Agreement (the “revolving facility”) from $500.0 million to an amount not to exceed $700.0 million and (2) extends the maturity date of the revolving facility to August 16, 2028.”

TRINET GROUP, INC. incurred senior notes with U.S. Bank Trust Company, National Association at 7.125% per annum maturing August 15, 2031.

“On August 16, 2023, TriNet Group, Inc. (the “Company”) completed a previously announced private offering of its 7.125% Senior Notes due 2031 (the “Notes”).”

TRINET GROUP, INC. entered into Indenture for 7.125% Senior Notes due 2031 with U.S. Bank Trust Company, National Association valued at Issue of 7.125% Senior Notes due 2031 under an indenture dated August 16, 2023; aggregate principal (effective 2023-08-16).

“On August 16, 2023, TriNet Group, Inc. (the "Company") completed a previously announced private offering of its 7.125% Senior Notes due 2031 (the "Notes").”

TRINET GROUP, INC. entered into Repurchase Agreement with Atairos Group, Inc. valued at minimum of approximately $360 million in value of shares (effective 2023-07-30).

“On July 31, 2023, TriNet Group, Inc. (“ TriNet ” or the “ Company ”) announced its plan to launch a fixed price tender offer (the “ Tender Offer ”) to repurchase approximately $640 million in value of shares of TriNet common stock (the “ shares ”) at a price of $107.00 per share, which is expected to commence on August 1, 2023. In addition, the Company signed a separate agreement on July 30, 2023 (the “ Repurchase Agreement ”) to repurchase a minimum of approximately $360 million in value of shares from affiliates of its largest stockholder, Atairos Group, Inc. (collectively, “ Atairos ”).”

TRINET GROUP, INC. reported the quarter ended June 30, 2023 results: revenue $1.2 billion, EPS $1.38.

“or the Exchange Act, regardless of any general incorporation language in such filing. --- EX-99.1 (EX-99.1) --- TriNet Announces Second Quarter 2023 Results Total Revenues of $1.2 billion up 1% year-over-year Net Income per Diluted Share of $1.38 and Adjusted Net Income per Diluted Share of $1.74 TriNet Stock Repurchase Program Increased by $1 billion up to $1.4”

TRINET GROUP, INC. shareholders approved Amendment and restatement of Certificate of Incorporation regarding officer exculpation at the 2023-05-25 meeting.

“Stockholders approved the amendment and restatement of the Company's Amended and Restated Certificate of Incorporation to reflect new Delaware law provisions regarding officer exculpation, a copy of which is filed as Exhibit 3.1 to this Current Report on Form 8-K and incorporated herein by reference . The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes Total 46,312,735 5,794,845 28,539 4,599,323 56,735,442”

TRINET GROUP, INC. shareholders approved Ratification of Deloitte & Touche LLP as independent registered public accounting firm at the 2023-05-25 meeting.

“Stockholders ratified the selection by the Finance and Audit Committee of the Board of Directors of the Company of Deloitte & Touche LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023. The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes Total 56,689,557 23,108 22,777 0 56,735,442”

TRINET GROUP, INC. shareholders approved Advisory vote on compensation of named executive officers at the 2023-05-25 meeting.

“Stockholders approved, on an advisory basis, the compensation of the Company’s named executive officers. The voting results were as follows: Votes For Votes Against Abstentions Broker Non-Votes Total 51,250,440 860,110 25,569 4,599,323 56,735,442”

TRINET GROUP, INC. shareholders approved Election of four Class III directors at the 2023-05-25 meeting.

“Stockholders elected each of the four nominees below as Class III directors to serve until the Company’s 2026 Annual Meeting of Stockholders or until his or her respective successor has been duly elected and qualified. The voting results were as follows: Director Name Votes For Votes Withheld Broker Non-Votes Total Michael J. Angelakis 50,759,542 1,376,577 4,599,323 56,735,442 Burton M. Goldfield 51,506,386 629,733 4,599,323 56,735,442 David C. Hodgson 50,650,931 1,485,188 4,599,323 56,735,442 Jacqueline Kosecoff 40,911,398 11,224,721 4,599,323 56,735,442”

TRINET GROUP, INC. amended Third Amendment to Credit Agreement with JPMorgan Chase Bank, N.A., as administrative agent valued at amends 2021 Credit Agreement to replace LIBOR-based interest rate with Term SOFR-based interest rate (effective 2023-05-22).

“On May 22, 2023, TriNet USA, Inc., as borrower (the “Borrower”), TriNet Group, Inc., as guarantor (the “Company”), and the other loan parties party thereto, each of which is a wholly owned domestic subsidiary of the Borrower, entered into the Third Amendment to Credit Agreement (the “Amendment”) with JPMorgan Chase Bank, N.A., as administrative agent (the “Administrative Agent”), which amends certain provisions of the Credit Agreement, dated as of February 26, 2021, by and among the Borrower, the Company, the other loan parties party thereto, the lenders party thereto and the Administrative Agent (as amended, supplemented or modified, the “2021 Credit Agreement”).”

TRINET GROUP, INC. reported the first quarter ended March 31, 2023 results: revenue $1.2 billion, EPS $2.17 per diluted share.

“TriNet Announces First Quarter 2023 Results 6% Growth in Professional Service Revenues to $205 million 2% Growth in Total Revenues to $1.2 billion Net Income per Diluted Share of $2.17 and Adjusted Net Income per Diluted Share of $2.49”

TRINET GROUP, INC.: Adopted Amended and Restated Bylaws to enhance procedural mechanics for stockholder nominations and proposals, address Rule 14a-19 compliance, limit nominees, modify adjournment procedures, and make other updates (effective 2023-03-23).

“On March 23, 2023, in connection with a periodic review of the bylaws of TriNet Group, Inc. (the “Company”), the Board of Directors (the “Board”) of the Company adopted and approved the Company’s Amended and Restated Bylaws (the “Amended Bylaws”).”

TRINET GROUP, INC. reported financial results for the quarter and fiscal year ended December 31, 2022.

“On February 15, 2023, TriNet Group, Inc. (the “Company”) issued a press release announcing the Company’s financial and operating results for the quarter and fiscal year ended December 31, 2022.”

Kelly Tuminelli changed role as Executive Vice President, Chief Financial Officer, and Principal Accounting Officer at TRINET GROUP, INC..

“Following the effective time of Mr. Lee’s resignation in September 2022, Kelly Tuminelli, the Company’s Executive Vice President and Chief Financial Officer, will resume concurrent designations as the Company’s principal financial officer and principal accounting officer.”

Jonathan Lee resigned as Chief Accounting Officer at TRINET GROUP, INC..

“On August 18, 2022, Jonathan Lee notified TriNet Group, Inc. (the “Company”) of his decision to resign as Chief Accounting Officer to pursue a new opportunity.”

Jay Venkat was appointed as Chief Digital and Innovation Officer at TRINET GROUP, INC..

“Mr. Venkat will join TriNet as its Chief Digital and Innovation Officer, effective no later than June 30, 2022.”

H. Raymond Bingham resigned as Director at TRINET GROUP, INC..

“On May 10, 2022, Katherine August-deWilde and H. Raymond Bingham each notified the Chair of Board of Directors of TriNet Group, Inc. (the "Company") of their intention to resign as a director of the Company, each such resignation to take effect June 30, 2022.”

Katherine August-deWilde resigned as Director at TRINET GROUP, INC..

“On May 10, 2022, Katherine August-deWilde and H. Raymond Bingham each notified the Chair of Board of Directors of TriNet Group, Inc. (the "Company") of their intention to resign as a director of the Company, each such resignation to take effect June 30, 2022.”

Jonathan Lee changed role as Principal Accounting Officer at TRINET GROUP, INC..

“Effective as of March 24, 2022, Jonathan Lee was designated as the principal accounting officer of the Company.”

Samantha Wellington changed role as Executive Vice President, Business Affairs, Chief Legal Officer and Secretary at TRINET GROUP, INC..

“Effective as of April 1, 2022, Samantha Wellington will be promoted to the position of Executive Vice President, Business Affairs, Chief Legal Officer and Secretary of the Company.”

Martin Babinec departed as Director at TRINET GROUP, INC..

“On March 23, 2022, Martin Babinec, the founder, former Chief Executive Officer, and long-serving member of the Board of Directors (the “Board”) of TriNet Group, Inc. (the “Company”), informed the Nominating and Corporate Governance Committee of the Board that he will not stand for re-election at the Company’s 2022 annual meeting of stockholders (the “Annual Meeting”), and therefore, will no longer serve as a director of the Company or on any committee of the Board, effective as of the Annual Meeting.”

Edward Griese retired as Senior Vice President, Insurance Services at TRINET GROUP, INC..

“On December 31, 2021, TriNet Group, Inc. (the “Company”) entered into a separation agreement (the “Separation Agreement”) with Edward Griese, the Company’s Senior Vice President, Insurance Services, who will be retiring effective December 31, 2021 (the “Retirement Date”) to pursue other professional and personal interests.”