Sampling of Services Offered
  • Processing of terminations, rehires, LOAs, etc.
  • Running of quarterly, annual, or as-needed reports
  • Assisting with employee communication
  • Creation/maintenance of stock option grants
  • Creation/maintenance of RSAs/RSUs
  • New grant package creation and distribution
  • Tracking grant acceptances
  • Distribution/tracking of tax election forms
  • Monitor/process RSA/RSU releases
  • Work with brokers/transfer agents to process trades
  • Distribution/tracking of ESPP enrollment forms
  • Process/reconcile ESPP contributions
  • Process ESPP purchases
  • Track Disqualifying Dispositions
  • Process/reconcile valuation records
  • Process Section 16 filings (Forms 3,4, and 5)
  • And lots more!
Temporary Stock Administration
Stock Plan Outsourcing
Going on vacation?  Short staffed?  Have someone out on maternity leave? My Equity Comp can help fill the void on a temporary basis until you are back up and running with your regular staff.

By outsourcing the stock administration function, a company is offloading a variety of tasks to a third party.  As the third party in this arrangement, MEC provides a suite of services to cover day-to-day tasks as well as monthly, quarterly, and annual stock administration functions. 

​We can take over the everyday maintenance of your stock option plans, restricted stock plans, ESPP plans, and more. The experts at My Equity Comp will maintain your data in accordance with your licensed software.