Participants and Shareholders

Explore how equity compensation affects participants and shareholders and learn best practices for increasing engagement in your stock plans.

  • 5 Reasons Why You Should Attend Synergy 2020

    5 Reasons Why You Should Attend Synergy 2020

    Synergy is an event like no other. Learn new ways to get the most out of Shareworks, network with industry peers and discover new strategies to engage your employees.

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  • Five Things You Can Do RIGHT Now to Increase ESPP Participation 

    Five Things You Can Do RIGHT Now to Increase ESPP Participation 

      Just like the holidays, employee stock purchase plan (ESPP) enrollment is right around the corner for most companies. And, if you’re like most companies, you’re likely pondering how to make...

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  • Stock Option Lending: The Fastest Growing Market in the Private Company Liquidity Toolbox

    Stock Option Lending: The Fastest Growing Market in the Private Company Liquidity Toolbox

    At this point, it has been incredibly well documented how private companies are taking longer to make the leap and launch into the public arena. Despite the recent run of IPOs that resulted in...

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  • Things I Learned: Successful Employee Communications

    Things I Learned: Successful Employee Communications

      This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   Deluxe Corporation,...

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  • Three Ways to Amplify Engagement – Infographic

    Three Ways to Amplify Engagement – Infographic

      Looking for actionable employee communication tips? The communication workflow can be a big challenge for plan administrators, and it can often fall to the bottom of the to-do list. But, when...

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  • 7 Essential Questions to Host Your Own Equity Fireside Chat

    7 Essential Questions to Host Your Own Equity Fireside Chat

        Calling all plan admins. Ready to kick-off Stocktoberfest in your office and promote participant engagement in your equity plan? What better way to get started than with a fireside chat? Our...

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  • The intuitive design of the Shareworks Participant Experience puts your employees first.

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  • The Top 5 Dos and Don’ts of Equity Plan Communications

    The Top 5 Dos and Don’ts of Equity Plan Communications

    You know that equity compensation is a great tool to reward, retain and recruit a talented workforce. But some companies invest in an equity plan without getting the employee participation and...

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  • Complex Status Rules are Here to Make Your Life A Little Bit Easier

    Complex Status Rules are Here to Make Your Life A Little Bit Easier

      This topic was initially delivered as a session at Synergy 2019 in Scottsdale, AZ. Learn more about Synergy and what to expect for Synergy 2020 in Austin, TX.   It’s an average workday and...

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  • Using Shareworks to Engage Your Participants

    Using Shareworks to Engage Your Participants

      At Shareworks by Morgan Stanley, we know that your employees are the reason you do what you do: your corporate equity program is just one of the many tools you use to recruit and retain talent...

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  • OFX supports their cultural transformation with Shareworks

    OFX supports their cultural transformation with Shareworks

    Leading Australian foreign exchange company OFX has been using Shareworks for their employee share plans since 2018. Chief Legal Officer and Company Secretary Freya Smith talks about their decision to

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  • Efficiency, Accuracy and Strategy: How Nextdoor’s Equity Compensation Program Is Poised to Fuel Company Growth

    Efficiency, Accuracy and Strategy: How Nextdoor’s Equity Compensation Program Is Poised to Fuel Company Growth

    It started with a simple concept – to connect neighbors to neighbors online. The idea quickly caught on and propelled San Francisco-based startup Nextdoor into a billion-dollar company.

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  • Boost Performance and Retention with a Canadian ESPP

    Boost Performance and Retention with a Canadian ESPP

    Cultivate performance and retention company-wide with an employee share purchase plan.

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  • How to Engage Participants at a Private Company

    How to Engage Participants at a Private Company

      Take a look at this scenario: your employer offers a 401k retirement program with a contribution match(also known as free money), but you decide it’s too complicated to take advantage of the...

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  • Rev Up Plan Engagement this Fall with Stocktoberfest!

    Rev Up Plan Engagement this Fall with Stocktoberfest!

    With all the consistent effort it takes to run a plan well, never mind promote it, uptake in your plan has a way of slipping.

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  • Form 3921 – Who Needs to File, When to Do it, and How to Do it

    Form 3921 – Who Needs to File, When to Do it, and How to Do it

    So you’re looking for instructions on how to report Form 3921? Well, you’ve come to the right place. In just a few minutes you’ll learn: Exactly what Form 3921 is Who needs to file Due dates and...

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  • NSO vs. ISO – What’s the Difference?

    NSO vs. ISO – What’s the Difference?

    We’re frequently asked about the differences between ISOs and NSOs. Let us try to clear up some confusion. Stock option grants are the lifeblood of Capshare – I estimate that about 3 out of every...

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  • Granting Equity Globally: What Human Resources Needs to Know

    Granting Equity Globally: What Human Resources Needs to Know

    Picture this: Several months after initial discussions, of which you were vaguely aware, your company announces one morning the opening of a new subsidiary in China. The next day you’re given a...

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  • 10 Ways to Revive a Lagging ESPP – Strategies for US Plans

    10 Ways to Revive a Lagging ESPP – Strategies for US Plans

    When your company launched its ESPP, it likely did so to recruit, retain and reward employees on a broad basis. Done right, broad-based ESPPs can also encourage ownership behavior and increase...

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  • “Getting” Performance Awards: Building an Effective Communication Strategy for Your Participants

    “Getting” Performance Awards: Building an Effective Communication Strategy for Your Participants

    The image of a dangling carrot is often used to symbolize award-based grants generally and performance awards specifically. But the carrot is only effective because its intended recipient readily...

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