212.828.8436

Toll Free: 855.9VSTOCK

Client Logins

      Issuer Login

      Shareholder Login

      Proxy Voting Login

STOCK OPTION ADMIN.

RESTRICTED STOCK

ESPP

Stock Option Admin.

 

A Stock Option is often used as a component of non-cash incentive compensation.  A stock option gives the optionee the right to purchase a share in the future at today’s price.  Opportunity to purchase is based on a vesting schedule.  Purchasing can be accomplished in a variety of manners; cashless, sale to cover, or an outright purchase for cash.  Education and modeling tools help your employees find the best fit for their financial situation.

 

Ask how VStock can help.  Our services include:

 

Consulting

 

• Plan design

• Training and marketing material development

• FAQs for website; other on-line resource development

• Train the Trainer Courses

 

Grant Agreement

 

• On-line distribution and acceptance tool

• Tracking and report generation of agreement statistics; key stroke capture of date and time stamp of acceptance by individual

 

Administration

 

• Cloud Processing System (EquityAdmin)

• Cloud web access for participants (EquityGateway)

       ◦ Access via computer, tablet or smart phone

       ◦ Tailored to Company specific message

       ◦ Communication tool for Company regarding plan tasks and actions

• Tracking of all grant detail and appropriate vesting schedules

• Tracking by participant groups, (by country, division, officer status, etc.)

• Black-out management for Officers, or various population groups

• Track ISO $100,000 annual limit

• Annual 6039 reporting and tracking of disqualifying dispositions

• Non-qualified stock option tracking

• Performance grant management, acceleration or forfeiture processing based on performance metrics

• Stock Appreciation Right tracking, stock and cash settlement

• Dividend equivalent processing

• Stock splits, repricings and other stock based adjustments managed upon assessment

Restricted Stock

 

As an employee incentive, the use of Restricted Stock has once again become the incentive of choice for many companies.  A Restricted Stock grant is a gift of shares to the participant generally over a period of time, called a vesting period.  While the shares have no purchase price to the participant, the vesting of shares creates a taxable event for the participant.  Educating participants about the tax election and how taxes can be paid is an important part of the value add to the grant of shares

 

VStock can educate your employee group and administer the plan to maximize the employee understanding and involvement.  Our Restricted Stock services include:

 

Consulting

 

• Plan design

• Training and marketing material development

• FAQs for website; other on-line resource development

• Train the Trainer Courses

 

Grant Agreement

 

• On-line distribution and acceptance tool

• Tracking and report generation of agreement statistics; key stroke capture of date and time stamp of acceptance by individual

 

Administration

• Cloud Processing System (EquityAdmin)

• Cloud web access for participants (EquityGateway)

       Access via computer, tablet or smart phone

       Tailored to Company specific message

       Communication tool for Company regarding plan tasks and actions; auto generated emails to participants

• Tracking of all grant detail and appropriate vesting schedules

• Tracking by participant groups, (by country, division, officer status, etc.)

• Black-out management for Officers, or various population groups as needed

• On line tax election

• Tracking of 83-b elections

• Tax application based on election at vest

• Reconciliation of shares and request from Transfer Agent; apply to account pro rata

ESPP ( Employee Stock Purchase Plan)

 

An ESPP is a convenient way for your employees to purchase the company’s stock through payroll deductions.  A well-structured ESPP is a benefit to both company and employee as stock ownership is proven to increase employee engagement.

 

Let VStock be the guide to the best plan for your employee group and administer the plan to maximize the employee enrolment and involvement.  Our ESPP services include:

 

Consulting

 

• Plan design

• Training and Marketing Material Development

• FAQs for website; other on-line resource development

• Train the Trainer Courses

 

Enrollment

 

• On-line enrollment tool

• On going contribution change/withdrawal processing

 

Administration

 

• Cloud Processing System (EquityAdmin)

• Cloud web access for participants (EquityGateway)

       ◦ Access via computer, tablet or smart phone

       ◦ Tailored to Company specific message

       ◦ Communication tool for Company regarding plan tasks and actions

• Tracking of payroll contributions in employee account

• Application of discount, company match as appropriate to purchases

• Purchase of shares in accordance with the plan document

       ◦ Open market purchases, or purchases from authorized unissued shares

       ◦ Fractional purchases and tracking or roll forward contribution for full share purchase

• Tracking of shares by cost basis, acquisition date, sale or transfer dates

• On-line ability to sell or transfer shares

• Disqualifying Disposition tracking for shares sold from account

• Tracking of plan limits including IRS $25,000 FMV

• Annual 6039 processing

• Dividend reinvestment or payments

©2013 All Rights Reserved Vstock Transfer, LLC     Disclaimer

Design by GraphicIQ