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INSPERITY INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and INSPERITY INC.’s Form 8-K, filed May 23, 2024 (Item 5.07 on EDGAR). Page generated October 14, 2026.

  • 6Ballot items
  • 353Asset managers
  • 2,474Fund votes
  • May 21, 2024Meeting date

Results at a glance

Meeting of May 21, 2024: 6 items on INSPERITY INC.’s Form 8-K, filed May 23, 2024: 6 without a stated outcome.

Material dissent

None.

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore INSPERITY INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by INSPERITY INC.

These tallies are INSPERITY INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 23, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

INSPERITY INC. — official shareholder meeting results, meeting held May 21, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Carol R. Kaufman 30,812,8091,343,99423,685 --1,577,754 96%Not verified—
Elect Director: John L. Lumelleau 31,700,831455,91423,743 --1,577,754 99%Not verified—
Elect Director: Paul J. Sarvadi 30,654,8651,484,42141,202 --1,577,754 95%Not verified—
(ii) To cast an advisory vote to approve the Company's executive compensation: 31,532,480612,58835,420 --1,577,754 98%Not verified—
(iii) To approve the amendment and restatement of the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as allowed by Delaware law: 28,338,6183,812,95128,919 --1,577,754 88%Not verified—
(iv) To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024: 31,652,5012,082,48423,258 ---- 94%Not verified—

Source: INSPERITY INC., Form 8-K, filed with the SEC on May 23, 2024 — read the filing on EDGAR.

How asset managers voted at the INSPERITY INC. 2023-2024 meeting

Each item below shows how the 353 asset managers that disclosed a INSPERITY INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report.

1. Elect Director: Carol R. Kaufman

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 30,812,809AGAINST: 1,343,994
Details: description as filed, official tally, votes by 93 asset managers

Description as filed by funds: Election of Directors: Carol R. Kaufman (Class II)

INSPERITY INC.’s own tally for this item (“Elect Director: Carol R. Kaufman”): 30,812,809 for, 1,343,994 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 96% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of INSPERITY INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “ELECT DIRECTOR CAROL R. KAUFMAN” (2 managers, 18,251 for).

The 93 asset managers below reported 13,477,119 for, 510,868 against, 20,008 abstained.

FOR
FOR: 13,477,119AGAINST: 510,868ABSTAIN: 20,008
Largest asset managers voting on “Election of Directors: Carol R. Kaufman (Class II)” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco0271,044 00Against
State Street223,981855 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable96,79971,631 00Mixed
BOSTON TRUST WALDEN FUNDS092,509 00Against
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust83,3950 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.

2. Elect Director: John L. Lumelleau

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 31,700,831AGAINST: 455,914
Details: description as filed, official tally, votes by 93 asset managers

Description as filed by funds: Election of Directors: John L. Lumelleau (Class II)

INSPERITY INC.’s own tally for this item (“Elect Director: John L. Lumelleau”): 31,700,831 for, 455,914 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of INSPERITY INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “ELECT DIRECTOR JOHN L. LUMELLEAU” (2 managers, 18,251 for).

The 93 asset managers below reported 13,973,918 for, 14,069 against, 20,008 abstained.

FOR
FOR: 13,973,918AGAINST: 14,069ABSTAIN: 20,008
Largest asset managers voting on “Election of Directors: John L. Lumelleau (Class II)” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco271,0440 00For
State Street224,373463 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable168,4300 00For
BOSTON TRUST WALDEN FUNDS92,5090 00For
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust83,3950 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.

3. Elect Director: Paul J. Sarvadi

Outcome not verifiedDIRECTOR ELECTIONSReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

95% Majority: yes · of votes cast

FOR 95%
FOR: 30,654,865AGAINST: 1,484,421
Details: description as filed, official tally, votes by 93 asset managers

Description as filed by funds: Election of Directors: Paul J. Sarvadi (Class II)

INSPERITY INC.’s own tally for this item (“Elect Director: Paul J. Sarvadi”): 30,654,865 for, 1,484,421 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of INSPERITY INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “ELECT DIRECTOR PAUL J. SARVADI” (2 managers, 2,279 for, 15,972 against).

The 93 asset managers below reported 13,961,513 for, 26,474 against, 20,008 abstained.

FOR
FOR: 13,961,513AGAINST: 26,474ABSTAIN: 20,008
Largest asset managers voting on “Election of Directors: Paul J. Sarvadi (Class II)” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco271,0440 00For
State Street224,267569 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable168,4300 00For
BOSTON TRUST WALDEN FUNDS92,5090 00For
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust83,3950 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.

4. (iii) To approve the amendment and restatement of the Company's Certificate of Incorporation to provide for exculpation…

Outcome not verifiedCORPORATE GOVERNANCEReported outcome: Not verified

Combines 4 wordings of this item as funds reported it.

88% Majority: yes · of votes cast

FOR 88%
FOR: 28,338,618AGAINST: 3,812,951
Details: description as filed, official tally, votes by 93 asset managers

Description as filed by funds: Approval of the amendment and restatement of the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as allowed by Delaware law.

INSPERITY INC.’s own tally for this item (“(iii) To approve the amendment and restatement of the Company's Certificate of Incorporation to provide for exculpation of certain officers of the Company from personal liability under certain circumstances as allowed by”): 28,338,618 for, 3,812,951 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 88% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 93 asset managers below reported 13,430,699 for, 557,997 against, 19,299 abstained.

FOR
FOR: 13,430,699AGAINST: 557,997ABSTAIN: 19,299
Largest asset managers voting on “Approval of the amendment and restatement of the Company's Certificate of Incorporation to provide for exculpa” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco271,0440 00For
State Street224,580256 00For
Jackson National63,887149,113 00Mixed
Managed Portfolio Series0203,590 00Against
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable168,4300 00For
BOSTON TRUST WALDEN FUNDS92,5090 00For
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust80,5992,796 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Showing the 25 largest of 93 asset managers. See all 93 in the interactive database.

5. (ii) To cast an advisory vote to approve the Company's executive compensation:

Outcome not verifiedFund totals may overlapSECTION 14A SAY-ON-PAY VOTESReported outcome: Not verified

Combines 20 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 31,532,480AGAINST: 612,588
Details: description as filed, official tally, votes by 346 asset managers

Description as filed by funds: Advisory vote to approve the Company's executive compensation ("say on pay")

INSPERITY INC.’s own tally for this item (“(ii) To cast an advisory vote to approve the Company's executive compensation:”): 31,532,480 for, 612,588 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 98% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of INSPERITY INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “ADVISORY VOTE TO RATIFY NAMED EXECUTIVE OFFICERS' COMPENSATION” (9 managers, Fund and manager reports combined; may count the same shares twice; no share total shown).

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 92 asset managers voting on “Advisory vote to approve the Company's executive compensation ("say on pay")” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco271,0440 00For
State Street224,8360 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable168,4300 00For
BOSTON TRUST WALDEN FUNDS92,5090 00For
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust83,3950 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Fund voting reports, all 92 managers: 13,986,873 for, 709 against, 19,299 abstained. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 281 asset managers voting on “Advisory vote to approve the Company's executive compensation ("say on pay")” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Mawer Investment Management Ltd.4,536,9210 00For
BlackRock1,672,321362 00For
EARNEST PARTNERS LLC1,217,2500 00For
Charles Schwab1,185,2560 00For
State Street1,143,9190 00For
Fidelity1,088,9100 00For
Man Group plc01,033,840 00Against
GEODE CAPITAL MANAGEMENT, LLC782,0050 00For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/771,7640 00For
REINHART PARTNERS, LLC.624,0080 00For
Northern Trust449,5130 00For
MELLON INVESTMENTS Corp377,0710 00For
JACOBS LEVY EQUITY MANAGEMENT, INC374,7970 00For
Copeland Capital Management, LLC328,7690 00For
Invesco290,5530 00For
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC260,8430 00For
WASHINGTON STATE INVESTMENT BOARD259,5760 00For
Trinity Legacy Partners, LLC221,5800 00For
DIAMOND HILL CAPITAL MANAGEMENT INC203,4850 00For
Nuveen177,2230 00For
PRINCIPAL GLOBAL INVESTORS149,6920 00For
ENVESTNET ASSET MANAGEMENT INC147,0790 00For
AllianceBernstein107,8810 00For
Boston Trust Walden Co104,2990 00For
Vanguard102,1230 00For

Institutional-manager reports, all 281 managers: 19,111,914 for, 1,268,188 against, 420 abstained, 27 not voted, 27 unknown. Showing the 25 largest; see all in the interactive database.

6. (iv) To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for…

Outcome not verifiedAUDIT-RELATEDReported outcome: Not verified

Combines 3 wordings of this item as funds reported it.

94% Majority: yes · of votes cast

FOR 94%
FOR: 31,652,501AGAINST: 2,082,484
Details: description as filed, official tally, votes by 92 asset managers

Description as filed by funds: Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024.

INSPERITY INC.’s own tally for this item (“(iv) To ratify the appointment of Ernst & Young LLP as the Company's independent registered public accounting firm for the year ending December 31, 2024:”): 31,652,501 for, 2,082,484 against, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: not verified — the filing’s own statement of the outcome could not be identified for this item.
Support: 94% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 92 asset managers below reported 13,982,981 for, 4,601 against, 19,299 abstained.

FOR
FOR: 13,982,981AGAINST: 4,601ABSTAIN: 19,299
Largest asset managers voting on “Ratification of the appointment of Ernst & Young LLP as the Company's independent registered public accounting” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard3,809,1400 00For
BlackRock2,991,4950 00For
Fidelity1,269,0960 00For
Charles Schwab1,185,2160 00For
MFS580,4580 00For
Dimensional563,5300 00For
First Trust441,3330 00For
Invesco271,0440 00For
State Street224,580256 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL FUNDS201,0620 00For
TIAA175,6750 00For
Equitable168,4300 00For
BOSTON TRUST WALDEN FUNDS92,5090 00For
Columbia Threadneedle89,1640 00For
WisdomTree88,5730 00For
AIG/SunAmerica85,1340 00For
Bridge Builder Trust83,3950 00For
ProShares82,6730 00For
Victory Capital80,3060 00For
QUANTITATIVE MASTER SERIES LLC66,3290 00For
Lincoln Financial57,6020 00For
Northern Trust50,5580 00For
CARILLON SERIES TRUST48,0470 00For

Showing the 25 largest of 92 asset managers. See all 92 in the interactive database.

Largest INSPERITY INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 37,281,000 shares outstanding at the time of that meeting.

Fund voting reports: top INSPERITY INC. shareholders by shares voted on “Approval of the amendment and restatement of the Company's Certificate of Incorporation to…”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 10.22%
2BlackRock 8.02%
3Fidelity 3.40%
4Charles Schwab 3.18%
5MFS 1.56%
6Dimensional 1.51%
7First Trust 1.18%
8Invesco 0.73%
9State Street 0.60%
10Jackson National 0.57%
Institutional-manager reports: top INSPERITY INC. shareholders by shares voted on “Advisory vote to approve the Company's executive compensation ("say on pay")”, 2023-2024
#Asset manager % of shares outstanding
1Mawer Investment Management Ltd. 12.17%
2BlackRock 4.49%
3EARNEST PARTNERS LLC 3.27%
4Charles Schwab 3.18%
5State Street 3.07%
6Fidelity 2.92%
7Man Group plc 2.77%
8GEODE CAPITAL MANAGEMENT, LLC 2.10%
9MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.07%
10REINHART PARTNERS, LLC. 1.67%

Reported INSPERITY INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

INSPERITY INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
BlackRock 11.43% 13F
Vanguard Group 10.13% 13F
State Street 3.39% 13F
Charles Schwab 3.17% 13F
Geode Capital 2.12% 13F
Dimensional Fund Advisors 1.86% 13F
Goldman Sachs 1.64% 13F
Morgan Stanley 1.19% 13F
Northern Trust 1.18% 13F
BNY Mellon 1.09% 13F

Percentages above are of 37,281,000 shares outstanding, as reported by INSPERITY INC. on its Form 10-K dated December 31, 2023 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from INSPERITY INC.’s 10-K dated December 31, 2023. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.

At INSPERITY INC.'s shareholder meeting held May 21, 2024, in the 2023-2024 proxy season, 353 asset managers reported how they voted on 6 ballot items in their SEC Form N-PX filings, covering 2,474 separate fund positions. On the most widely held item on that ballot — Advisory vote to approve the Company's executive compensation ("say on pay") — FOR was 98% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: INSPERITY INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 23, 2024.

INSPERITY INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.