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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 2024-05-23 (Item 5.07 on EDGAR). Page generated 02 October 2026.

  • 12Reported items
  • 357Asset managers
  • 2,491Fund votes
  • 2024-05-21Meeting date

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 2024-05-23 (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 2024-05-21
Ballot itemForAgainst AbstainWithheldBroker non-votesOutcome
Elect Director: Carol R. Kaufman 30,812,8091,343,99423,685 --1,577,754 Majority: yes
Elect Director: John L. Lumelleau 31,700,831455,91423,743 --1,577,754 Majority: yes
Elect Director: Paul J. Sarvadi 30,654,8651,484,42141,202 --1,577,754 Majority: yes
(ii) To cast an advisory vote to approve the Company's executive compensation: 31,532,480612,58835,420 --1,577,754 Majority: yes
(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 ---- Majority: yes

Source: INSPERITY INC., Form 8-K, filed with the SEC on 2024-05-23 — read the filing on EDGAR.

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

Each item below shows how the 357 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. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of INSPERITY INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Advisory vote to approve the Company's executive compensation ("say on pay")

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

Combines 20 wordings of this item as funds reported it.

98% Majority: yes · of votes cast

FOR 98%
FOR: 31,532,480AGAINST: 612,588

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 85% for, 2% against (86% of the company cast a for/against vote).

The 346 asset managers below cast 96% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.

FOR 96%
FOR: 96.3%AGAINST: 3.7%ABSTAIN: 0.1%NOT VOTED: 0.0%UNKNOWN: 0.0%
Largest asset managers voting on “Advisory vote to approve the Company's executive compensation ("say on pay")” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock4,663,816362 00For
Mawer Investment Management Ltd.4,536,9210 00For
Vanguard3,911,2630 00For
Charles Schwab2,370,4720 00For
Fidelity2,358,0060 00For
State Street1,368,7550 00For
EARNEST PARTNERS LLC1,217,2500 00For
Man Group plc01,033,840 00Against
GEODE CAPITAL MANAGEMENT, LLC782,0050 00For
MASSACHUSETTS FINANCIAL SERVICES CO /MA/771,7640 00For
Dimensional648,6540 00For
REINHART PARTNERS, LLC.624,0080 00For
MFS580,4580 00For
Invesco561,5970 00For
Northern Trust500,0710 00For
First Trust442,0040 00For
MELLON INVESTMENTS Corp377,0710 00For
JACOBS LEVY EQUITY MANAGEMENT, INC374,7970 00For
Copeland Capital Management, LLC328,7690 00For
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC260,8430 00For
WASHINGTON STATE INVESTMENT BOARD259,5760 00For
Trinity Legacy Partners, LLC221,5800 00For
Jackson National213,0000 00For
Managed Portfolio Series203,5900 00For
DIAMOND HILL CAPITAL MANAGEMENT INC203,4850 00For

Showing the 25 largest of 346 asset managers. See all 346 in the interactive database.

2. Election of Directors: Carol R. Kaufman (Class II)

DIRECTOR ELECTIONSMajority of the votes cast: yes

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

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 83% for, 4% against (86% of the company cast a for/against vote).

The 93 asset managers below cast 96% of the shares they voted on this item FOR (13,477,119 for, 510,868 against).

FOR 96%
FOR: 13,477,119 (96.2%)AGAINST: 510,868 (3.6%)ABSTAIN: 20,008 (0.1%)
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 00For
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.

3. Election of Directors: John L. Lumelleau (Class II)

DIRECTOR ELECTIONSMajority of the votes cast: yes

Combines 4 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%
FOR: 31,700,831AGAINST: 455,914

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).

The 93 asset managers below cast 99.8% of the shares they voted on this item FOR (13,973,918 for, 14,069 against).

FOR 99.7%
FOR: 13,973,918 (99.8%)AGAINST: 14,069 (0.1%)ABSTAIN: 20,008 (0.1%)
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.

4. Election of Directors: Paul J. Sarvadi (Class II)

DIRECTOR ELECTIONSMajority of the votes cast: yes

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

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 82% for, 4% against (86% of the company cast a for/against vote).

The 93 asset managers below cast 99.8% of the shares they voted on this item FOR (13,961,513 for, 26,474 against).

FOR 99.6%
FOR: 13,961,513 (99.7%)AGAINST: 26,474 (0.2%)ABSTAIN: 20,008 (0.1%)
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.

5. 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.

CORPORATE GOVERNANCE

Combines 3 wordings of this item as funds reported it.

96% fund support · no official result

FOR 96%

The 92 asset managers below cast 96% of the shares they voted on this item FOR (13,430,699 for, 556,883 against).

FOR: 13,430,699 (95.9%)AGAINST: 556,883 (4.0%)ABSTAIN: 19,299 (0.1%)
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 00Against
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 92 asset managers. See all 92 in the interactive database.

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

AUDIT-RELATEDMajority of the votes cast: yes

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

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 85% for, 6% against (90% of the company cast a for/against vote).

The 92 asset managers below cast 99.9% of the shares they voted on this item FOR (13,982,981 for, 4,601 against).

FOR 99.8%
FOR: 13,982,981 (99.8%)AGAINST: 4,601 (0.0%)ABSTAIN: 19,299 (0.1%)
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.

7. ADVISORY VOTE TO RATIFY NAMED EXECUTIVE OFFICERS' COMPENSATION

SECTION 14A SAY-ON-PAY VOTESMajority of the votes cast: yes

98% Majority: yes · of votes cast

FOR 98%
FOR: 31,532,480AGAINST: 612,588

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 85% for, 2% against (86% of the company cast a for/against vote).

The 9 asset managers below cast 27% of the shares they voted on this item FOR (55,767 for, 154,043 against).

FOR 27%AGAINST 73%
FOR: 55,767 (26.6%)AGAINST: 154,043 (73.4%)
Largest asset managers voting on “ADVISORY VOTE TO RATIFY NAMED EXECUTIVE OFFICERS' COMPENSATION” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
NORDEA INVESTMENT MANAGEMENT AB0154,043 00Against
JPMorgan33,3290 00For
Empower15,9720 00For
Dundas Partners LLP2,4490 00For
TIMOTHY PLAN2,2790 00For
Virtus1,1140 00For
Convergence Investment Partners, LLC5090 00For
Balentine LLC1150 00For
Trivant Custom Portfolio Group, LLC00 00--

8. AMEND CERTIFICATE OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF CERTAIN OFFICERS

SHAREHOLDER RIGHTS AND DEFENSES

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (18,251 for, 0 against).

FOR: 18,251 (100.0%)
Largest asset managers voting on “AMEND CERTIFICATE OF INCORPORATION TO PROVIDE FOR THE EXCULPATION OF CERTAIN OFFICERS” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Empower15,9720 00For
TIMOTHY PLAN2,2790 00For

9. ELECT DIRECTOR CAROL R. KAUFMAN

DIRECTOR ELECTIONSMajority of the votes cast: yes

96% Majority: yes · of votes cast

FOR 96%
FOR: 30,812,809AGAINST: 1,343,994

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 83% for, 4% against (86% of the company cast a for/against vote).

The 2 asset managers below cast 100% of the shares they voted on this item FOR (18,251 for, 0 against).

FOR 100%
FOR: 18,251 (100.0%)
Largest asset managers voting on “ELECT DIRECTOR CAROL R. KAUFMAN” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Empower15,9720 00For
TIMOTHY PLAN2,2790 00For

10. ELECT DIRECTOR JOHN L. LUMELLEAU

DIRECTOR ELECTIONSMajority of the votes cast: yes

99% Majority: yes · of votes cast

FOR 99%
FOR: 31,700,831AGAINST: 455,914

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 85% for, 1% against (86% of the company cast a for/against vote).

The 2 asset managers below cast 100% of the shares they voted on this item FOR (18,251 for, 0 against).

FOR 100%
FOR: 18,251 (100.0%)
Largest asset managers voting on “ELECT DIRECTOR JOHN L. LUMELLEAU” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Empower15,9720 00For
TIMOTHY PLAN2,2790 00For

11. ELECT DIRECTOR PAUL J. SARVADI

DIRECTOR ELECTIONSMajority of the votes cast: yes

95% Majority: yes · of votes cast

FOR 95%
FOR: 30,654,865AGAINST: 1,484,421

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 2024-05-23 (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. Of all 37,281,000 outstanding shares: 82% for, 4% against (86% of the company cast a for/against vote).

The 2 asset managers below cast 12% of the shares they voted on this item FOR (2,279 for, 15,972 against).

12%AGAINST 88%
FOR: 2,279 (12.5%)AGAINST: 15,972 (87.5%)
Largest asset managers voting on “ELECT DIRECTOR PAUL J. SARVADI” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Empower015,972 00Against
TIMOTHY PLAN2,2790 00For

12. RATIFY ERNST & YOUNG LLP AS AUDITORS

AUDIT-RELATED

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (18,251 for, 0 against).

FOR: 18,251 (100.0%)
Largest asset managers voting on “RATIFY ERNST & YOUNG LLP AS AUDITORS” at INSPERITY INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Empower15,9720 00For
TIMOTHY PLAN2,2790 00For

Largest INSPERITY INC. shareholders voting in 2023-2024

Ranked by the number of INSPERITY INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 37,281,000 shares outstanding at the time of that meeting.

Top INSPERITY INC. shareholders by shares voted, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 12.51%
2Mawer Investment Management Ltd. 12.17%
3Vanguard 10.49%
4Charles Schwab 6.36%
5Fidelity 6.32%
6State Street 3.67%
7EARNEST PARTNERS LLC 3.27%
8Man Group plc 2.77%
9GEODE CAPITAL MANAGEMENT, LLC 2.10%
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.07%

Reported INSPERITY INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

INSPERITY INC. beneficial owners on record 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 2023-12-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2023-12-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At INSPERITY INC.'s shareholder meeting held 2024-05-21, in the 2023-2024 proxy season, 357 asset managers reported how they voted in their SEC Form N-PX filings, covering 2,491 separate fund positions. Their filings are grouped here into 12 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. 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 2024-05-23.

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