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!

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​

Stock Plan Outsourcing

Sampling of Services Offered

Administration


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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.


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Temporary Stock Administration

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.