Administrative and Regulatory Reports

Stock Administration provides reports that make it easier for you to comply with stock regulatory requirements and help administer your stock plans. These include:

  • Individual statements, receipts, and transmittals.

  • Reconciliation reports.

  • Payroll and tax reports.

  • Transfer agent and brokerage reports.

  • Summary and detail reports on potential diluted options outstanding.

  • FAS 123 and APB 25 financial disclosure reports.