Insperity Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:ASF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
06 Nov 24	Sell€2,415,270	Paul Sarvadi	Individual	31,999	€76.03
23 Aug 24	Sell€1,299,936	Paul Sarvadi	Individual	15,546	€84.63
08 Aug 24	Sell€1,362,939	Paul Sarvadi	Individual	16,123	€84.95
30 May 24	Sell€1,071,913	Paul Sarvadi	Individual	12,183	€88.60
23 May 24	Sell€312,265	John Morphy	Individual	3,300	€94.63
08 May 24	Sell€506,655	Douglas Sharp	Individual	5,212	€97.21

Insider Trading Volume

Insider Buying: ASF insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of ASF?
Owner Type	Number of Shares	Ownership Percentage
State or Government	5,977	0.0157%
Individual Insiders	1,927,614	5.08%
Institutions	36,044,247	94.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 79.79% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
14.1%	BlackRock, Inc.	5,283,534	€387.9m	1.34%	0.01%
13.9%	Mawer Investment Management Ltd.	5,190,036	€381.1m	0.03%	0.93%
10.3%	The Vanguard Group, Inc.	3,840,774	€282.0m	-3.53%	no data
3.53%	Paul Sarvadi	1,318,906	€96.8m	-3.1%	no data
3.44%	State Street Global Advisors, Inc.	1,287,058	€94.5m	0.87%	no data
3.42%	EARNEST Partners, LLC	1,279,037	€93.9m	-3.37%	0.43%
3.37%	Charles Schwab Investment Management, Inc.	1,260,768	€92.6m	4.93%	0.02%
2.89%	Reinhart Partners, LLC	1,082,034	€79.4m	6.72%	3.19%
2.66%	Managed Account Advisors LLC	993,263	€72.9m	0.29%	0.02%
2.59%	Geode Capital Management, LLC	968,634	€71.1m	16.7%	0.01%
2.36%	Massachusetts Financial Services Company	882,324	€64.8m	32.3%	0.01%
1.99%	SEI Investments Company	742,342	€54.5m	1.1%	0.07%
1.86%	First Trust Advisors LP	697,088	€51.2m	41.6%	0.04%
1.83%	Dimensional Fund Advisors LP	683,856	€50.2m	-3.61%	0.01%
1.35%	Fidelity International Ltd	506,100	€37.2m	1.34%	0.02%
1.27%	Jacobs Levy Equity Management Inc	473,703	€34.8m	-16.1%	0.14%
1.26%	Copeland Capital Management, LLC	471,017	€34.6m	0.34%	0.66%
1.22%	Northern Trust Global Investments	455,074	€33.4m	-0.08%	0.01%
1.09%	Invesco Capital Management LLC	406,204	€29.8m	18.6%	0.01%
1.07%	Diamond Hill Capital Management, Inc.	401,364	€29.5m	-5.69%	0.13%
1.05%	Norges Bank Investment Management	393,388	€28.9m	0%	no data
0.91%	BNY Asset Management	339,007	€24.9m	-16.9%	0.01%
0.86%	AHL Partners LLP	321,059	€23.6m	31.8%	0.22%
0.78%	Morgan Stanley, Investment Banking and Brokerage Investments	290,569	€21.3m	28.6%	no data
0.69%	Ensign Peak Advisors, Inc.	259,371	€19.0m	-3.26%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 11:52
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Insperity, Inc. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark Marcon	Baird
Ty Govatos	CL King & Associates, Inc.
James MacDonald	First Analysis Securities Corporation