Participants and Shareholders

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

  • How Do You Make Your Share Plans Cost-Effective?

    How Do You Make Your Share Plans Cost-Effective?

    Learn how to make your employee share plans more cost-effective by using a share plan administration software.

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  • 3 Barriers to Employee Engagement and Navigating them During Uncertain Times

    3 Barriers to Employee Engagement and Navigating them During Uncertain Times

    See why employee engagement can be low with share plans and how Shareworks can help you navigate through this.

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  • 7 Ways to Educate New Hires about Employee Equity Compensation

    7 Ways to Educate New Hires about Employee Equity Compensation

    Discover 7 ways to educate employees about equity compensation and understand equity ownership.

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  • Boosting Employee Share Plan(s) Engagement With Your Communications

    Boosting Employee Share Plan(s) Engagement With Your Communications

    See communication tips to boost employee share plan engagement like using a share plan administration software.

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  • Communicating Equity Like a Pro - White Paper

    Communicating Equity Like a Pro - White Paper

    See best methods to communicate your company's equity compensation plan and equity program to employees.

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  • Building Value with Shareworks

    Building Value with Shareworks

    Giving employees a voice. Fostering pride in ownership. Delivering insight at the touch of a button. Customizing reports in real-time. Discover how Rignet realized these benefits with Shareworks.

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

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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 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 Increase Participation in a Private Company Equity Plan

    How to Increase Participation in a Private Company Equity Plan

    See how to increase participation with equity compensation plans at private companies by educating employees.

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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

    You need to file IRS Form 3921 if your employees exercised stock options last year. Get the rundown on how and when to do it, including deadlines and late filing fees.

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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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