Employee Stock Option Plans

Whether you seek full administration or the ideal software to help you administer one of your plans, StockTrans® has the answer. We have an experienced staff and a number of cutting-edge web-based tools to help you. We have developed unique and robust technology for administering various stock plans. Our benefit plan administrators have years of experience administering stock option plans. No other option software offers the power, convenience and affordability of OptionTrax(TM). The program is very easy to use and provides all the data and reports you and your optionees will ever want or need. And it's at your fingertips, 24 hours a day, 365 days a year. StockTrans® has the experience, the professionalism, and the technology to provide you with the right solution at the right time--every time.

Employee Stock Purchase Plans

When StockTrans® manages an ESPP, we handle all aspects from setup to purchase to sale. It starts with recording all the cash contributions, the purchases of shares for the plan and it's participants, managing the new outstanding plan shares and voting the ESPP shares at proxy time.

Companies offer Employee Stock Purchase Plans to employees to allow them the opportunity to share the success of the firm. A stock purchase plan enables employees to purchase their company's common stock, often at a discount from the market price. Stock options are perceived to be an effective employee retention and incentive tool. Stock purchase plans help employees think more like an owner, which aligns their interests with those of shareholders.

Restricted Stock Plans

A Restricted Stock Award Share is a grant of company stock in which the recipient's rights in the stock are restricted until the shares "vest" (also know as a "lapse in restrictions"). This period of restrictions is called a vesting period. Once the vesting requirements are met the employee will own the shares outright and may treat them as they would any other share of stock in their account. Ask StockTrans® how we can help manage your restricted plan.

Dividend Reinvestment Plans

DRIPs are offered by companies to their shareholders as a way to buy stock directly from the company (usually through a transfer agent) in very small amounts to large amounts, and usually on a monthly basis if desired. The plans also reinvest all or partial dividends paid (it's up to the shareholder) into more stock, thus the name "Dividend Reinvestment Plan."

DRIPs are an excellent option for investors wanting to invest in small amounts. To become eligible for a DRIP program, an investor usually needs to own at least one share of stock. DRIPs differ from Direct Purchase Plans (DPPs), however, as a DRIP requires an investor to already own a share prior to setting up the account (we will get into the details surrounding ownership a little later on) whereas a DPP allows investors to buy stock directly from the company, even prior to owning one share.