General Stock Administration Features

You can define business rules that dictate how the system handles common elements for stock option plans, stock purchase plans, and regulatory reports. With Stock Administration you can:

• Support multiple plans.

• Track and maintain plan balances, common issued and outstanding shares, and treasury shares.

• Store transfer agent, escrow agent, and broker instructions.

• Track insider activity.

• Track daily stock prices.

• Calculate the fair market value (FMV) of stock transactions.

• Create multiple FMV methods.

• Identify individuals for proxy and Section 16 reporting.

• Value stock options and purchases in compliance with FAS 123.

• View stock option and stock purchase plan activity.