ADMINISTRATION

GENERAL

Demographic/account updates, adding of new accounts
Processing of terminations, rehires, LOAs, etc.
Running of quarterly, annual, or as-needed reports
Assisting with employee communication

STOCK OPTIONS and RESTRICTED STOCK

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

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 transitioning 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.

FINANCIAL REPORTING

Process valuation records
Reconcile/audit valuation records

ESPP

Coordinate ESPP Enrollment
Process ESPP purchases
Track Disqualifying Dispositions

INSIDER REPORTING

Process Section 16 filings (Forms 3,4, and 5)
And lots more!

Sampling of Services Offered

Administration