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article Equity Plan Solutions

Why A Transfer Agent Is A Better Choice For Your Equity Compensation Services Needs

Wednesday, July 24, 2024

Transfer agents are focused on putting the satisfaction of their issuers and their shareholders first. When you choose to use a single provider for your transfer agent and equity plan administration needs, processes are more streamlined and can result in time and cost savings. This can also result in benefits you might not have access to if you utilize different vendors.

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Transfer Agent

Why EQ is the #1 Transfer Agent in Client Satisfaction Infographic

Monday, July 22, 2024

For over 95 years, EQ has been a trusted advisor to companies large and small with our Transfer Agency services.  We effectively handle any stock transfer agent service need including complete share registry management, compliance risk reduction, and shareholder engagement throughout the corporate lifecycle, from IPO to established companies.

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whitepaper Equity Plan Solutions

Five Things To Consider When Evaluating Your Equity Compensation Administration Spend

Monday, July 22, 2024

In today’s uncertain economy, companies continue to look for ways to reduce expenses and improve efficiencies. Evaluating the current cost of managing your company’s equity compensation services is one way to gain efficiency and be more effective.

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Equity Plan Solutions

Rule 10b5-1 Amendments: What Executives Need to Know

Monday, July 8, 2024

The SEC introduced amendments to Rule 10b5-1 which are intended to enhance investor protections against insider trading. Included in this infographic is what executives need to know regarding additional requirements such as cooling-off periods, certifications of acting in good faith and restrictions on multiple, overlapping plans. 

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article Corporate Actions

Corporate Actions And The Role Of A Transfer Agent

Thursday, May 30, 2024

Your company doesn't go through a merger or spin-off every day. Here is how your transfer agent can help you get the details right for a successful event.

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article Transfer Agent

T+1 Changes Are Coming Soon

Friday, May 17, 2024

T+1 takes effect on May 28. Learn more about how EQ has prepared for this change.

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