OptionEase brings to your company a solution that meets even your most detailed need while meeting the industry’s compliance challenges and complex regulations.

• Proxy statements including Director Grants & Awards, highly compensated, by subsidiary, business unit or other participant demographic criteria
• Tracking of performance grants and ability to drill through an earnings per share (EPS) report if performance targets warrant the inclusion per FAS 128 and ASC Topic 718
• Full suite of participant statements (i.e., current and future vesting/releases, statement of potential earnings, 6039 statements and electronic consent management, termination statements)
• Section IRC 6039 electronic filing for forms 3921 and 3922
• Comprehensive tax reporting for single or multiple tax codes; deferred tax, roll-forward and pool calculations based on adoption date and methodology

Option Accounting and Compliance Functions

• Multiple award types supported including all option awards, restricted stock, units, performance or market based awards, stock appreciation rights and shares from equity purchase pans
• Tandem awards with relationship tracking and expense portability
• Custom vesting templates for graded, straight line, date specific, performance and market including custom rounding of fractional shares and workflow for performance
• Comprehensive transaction file allows for maximum flexibility in reporting and data query to support client specific requirements
• Ability to exchange full or partial data files with brokerage firms, transfer agencies and other third party applications (i.e., ERP, HRIS and payroll and dashboard alerts for all exceptions and corrections required)
• Corporate tax reporting by subsidiary; APIC and DTA calculations including disqualifying dispositions with taxes computed either based on effective or expected rates
• No batch processing, all reporting data is available immediately
• Full detail audit trail of any add, update, delete or change by registered user
• Integrated capitalization table enables stock sale information inclusion, basic EPS calculations, percentage ownership reporting (Dodd-Frank requirement), multiple classes of stock