May 2008

• EASi Adds Scheduled Batch Reporting: Provides 300 FAS123R Compliance and Administrative Reports Overnight
• Equilar® Launches Fortune 250 Senior Officer Compensation Survey

April 2008

• Survey of Investor Relations Officers including compensation
• Academic Working Paper on Compensation Consultants & CEO Pay
• Global Shares and Monidee announce a licence agreement for the tOption platform
• EASi Launches Document Repository: Commemorates 250th Direct Customer with Take it EASi Offer
• S&P 500 CEO Pay Rises 1.3% to $8.8 Million in Equilar Study
• 66% of Companies Disclose Specific Performance Hurdles for Executive Pay Plans
• Separate Equilar® Studies Find CEO Bonuses Down and 10b5-1 Stock Trading Plan Use Up

March 2008

• EASi Launches Online Customer Service Tools: Extends Service Hours and Capabilities

February 2008

• New Equilar® Study Finds CEO Bonuses Down 4.5 Percent
• A workshop examining the implications of changes to Capital Gains Tax (CGT) for employee share plans has been launched by ifs ProShare and is scheduled for 17 March 2008.
• Equilar® Releases New Study on Fortune 500 CEO Equity Awards in the Fourth Quarter of 2007

January 2008

• 2008 Buck Consultants/Global Shares Stock Plan Administration Survey
• EASi Celebrates Five Years in Business

December 2007

• Equilar® Releases New Studies on CEO Accumulated Wealth and Compensation Consultant Market Share
• Fisher deserts Chantrey Vellacott for PKF
• Equilar® Releases Proxy Disclosure Examples Database and CD&A Overview Report
• Computershare Releases Express Options(™) Application, 8.0
• E*TRADE FINANCIAL strengthens its capital position and eliminates exposure to the types of mortgage securities that have been generating business losses.

November 2007

• Equilar® Releases New Studies on Director Stock Ownership Guidelines and Internal Pay Equity Trends
• The Right Course: The UK’s only professionally recognised Employee Share Plans qualification - Linklaters (.pdf - 70KB)
• Message from E*TRADE Financial
• Equilar® Releases 2007 CEO Benefits & Perquisites Report

October 2007

• Equilar® Releases New Studies on Executive Stock Ownership Guidelines and CEO Security Benefits
• Equilar® Releases 2007 Fortune 1000 Equity Report
• New Board Member for Global Shares Inc.
• Equilar® Releases New Online Syndicated Research Library
• Smith Barney Leads Stock Plan Administration Industry in Client Satisfaction Independent Benchmark Study Shows
• Equilar® Releases 2007 Compensation Committee Trends Report
• Equilar Newsletter - September 2007
• Executives Expand EASi’s Product, Engineering and Sales Capabilities
• Equilar® Releases New Studies on Executive 10b5-1 Trading Plans and Clawback Policies

September 2007

• Global Shares announces official opening of Global Shares’ Shanghai Office
• Salary.com(TM) Closes Acquisition of ITG Competency Group - Leading Job-Competency Company
• NASDAQ Forms Strategic Alliance with Equilar, Leader in Compensation Analysis
• Certified Equity Professional Institute Announces Its 2008 Advisory Board
• Lembit Öpik MP to address Employee Share Ownership conference

August 2007

• Smith Barney Appoints Julian Clark as Managing Director of Global Stock Plan Services
• Solium Capital Inc. Announces Acquisition of Allecon Stock Associates, LLC (.pdf - 133KB)

July 2007

• Global Shares completes second round of funding and appoints a new Director
• Restrictions on selling listed calls -Opinion - John Olagues

June 2007

• Equity Administration Solutions, Inc. (EASi) Enhances Accounting Software for Managing Equity Compensation Plans

May 2007

• Lloyds TSB Group Announces the sale of Lloyds TSB Registrars
• Global Equity Desk Reference - Stock Options - by DLA Piper (.pdf - 946 KB)
• Global Equity Desk Reference - Restricted Stock & RSU's - by DLA Piper (.pdf - 915 KB)
• Global Equity Desk Reference - Employee Stock Purchase Rights - by DLA Piper (.pdf - 947 KB)
• The Ohio Employee Ownership Center's (OEOC) E-News - 17 May 2007
• Global Shares announces the appointment of Ciara Reardon Vice President, Finance
• Boardroom Software, Inc. Releases Expanded Equity Management Solution – Equity Enterprise 2007
• GlobalSharePlans - April 2007 Newsletter - "GlobalSharePlans.com is delighted to announce the first edition of GlobalSharePlans News. The aim of this Newsletter is to bring you up to date with developments throughout the world of Global Share Plans..." (.pdf - 102.7 KB)

April 2007

• Daniel Walter forms Performensation Consulting
• ifs Proshare News April 2007 - "It's Good to S H A R E" (.pdf - 92.1 KB)
• Chief Financial Officers Rally Around Equity Focus for FAS 123R Compliance: Eases Stock Option Review by Auditors
• Boardroom Software, Inc. Releases Expanded Equity Management Solution – Equity Enterprise 2007

March 2007

• Esop spring: Get a Diploma in employee share ownership studies - The Esop Institute

February 2007

• What's Happening in the World of Equity Compensation? February 2007 (.pdf - 119.5 KB) - Certified Equity
       Professioinal Institute (CEPI) Newsletter
• Global Shares and Buck Consultants Announce the Launch of the First Annual Global Stock Plan Administration Survey
      Take the Survey
• Certified Equity Professional Institute Publishes Draft Guidance on Risk Controls for Equity Compensation

November 2006

• CESR Launches Its Call for Evidence on the European Union Prospectus Directive
• Deloitte Newsflash November 2006 - Deloitte organizes a well attended chapter meeting with GEO (.pdf - 2.4 MB)
• GEO Announces EU Prospectus Directive Task Force
• June Anne Burke (and others from Mercer) Join Baker & McKenzie's Global Equity Services Practice Group

October 2006

• Michael Busman Joins Smith Barney's Global Stock Plan Services as Director, Client Solutions
• 2006 Global Long-Term Incentive Practices Survey - Executive Summary
• Linklaters has been nominated the top Employee Incentives team in the Legal Directory Legal 500 for the ninth consecutive year

September 2006

• Patricia A. Boepple Joins Global Shares as Vice President of Plan Administration and is to be based on West Cork, Ireland
• Gibson Dunn Adds English Labour and Employment Law Partner James Cox in London
• Global Shares announces Chairman of the Board and new Director
• Certified Equity Professional Institute to Develop Guidance on Risk and Appropriate Controls for Stock Plan Administration

August 2006

• Global Shares announces the appointment of Carine Schneider as Chief Executive Officer
• GEO - Changes in roles for Events and Marketing Directors
• HBOS completes merger deal - Creating UK's leading provider of employee and executive share plans

July 2006

• Jeff Graham Joins the Corporate Services team at Smith Barney
• Merrill Lynch to Purchase Equity Methods, LLC
• The Third Annual CEP Symposium - "Keeping Pace in the Fast Lane of Equity Compensation"
• Santa Clara University CEP Exam Update
• Craig Tanner Joins the Corporate and Securities Group at DLA Piper Rudnick Gray Cary
• ISS Announces a New Options Backdating Information Center
• Apple Announces Update Regarding Stock Option Grants
• Global Shares announces the opening of their West Cork Administration Center

June 2006

• Yorkshire Building Society to Acquire Abbey National pcl Sharesave Business
• Linklaters' ICSA Certificate in Employee Share Plans: 3 places remaining

May 2006

• On June 29-30 The Association Francaise de Gouvernement D'Entreprise is presenting the “PEPPER III Report” in the Palais de Luxembourg in Paris (.pdf - 156 KB)
• Jon F. Doyle has moved his practice to DLA Piper Rudnick Gray Cary US LLP
• Global Shares announces their launch as an Irish-based company offering independent global employee share plan administration services

April 2006

• Mitan Patel Joins Citigroup Global Stock Plan Team
• "In Good Hands: Trust your money to some of the top wealth managers in the state" (.pdf - 459 KB)
• ICSA Certificate in Employee Share Plans - contributed by Linklaters

March 2006

• Dan Walter has joined Buck Consultants as a Principal in their Compensation Consulting practice
• ExpatEdge, Inc. Announces Sale to Global Tax Network
• Intra-Day Allocation of Stock Purchase Shares at Smith Barney Global Stock Plan Services
• Mercer expands compensation management co-sourcing services in Singapore and Asia Pacific
• Keynote to Offer ESOP Consulting in India

February 2006

• CEP Institute Society Announces New Officers
• SEC Aims to Stiffen Spineless Pay Consultants: Graef Crystal

January 2006

• Smith Barney Announces Head of Stock Plan Financial Accounting Team
• European Stock Exchange Trading Calendar for 2006
• Computershare to Acquire SLS Group
• Computershare to Acquire IML

December 2005

• ifsProShare Annual Awards 2005 - Celebrating Excellence

November 2005

• Royal Bank of Canada to acquire Abacus Financial Services Group Limited

October 2005

• Mercer HR Consulting voted best overall employee benefit consultant by Business Insurance readers
• Mercer Human Resource Consulting - New appointment – Leena Beejadhur
• Watson Wyatt Worldwide Acquires Davis, Conder, Enderle & Sloan
• Watson Wyatt Establishes Las Vegas Office
• Linklaters builds New York team with executive compensation and antitrust partners
• Compensation Venture Group - Fred Whittlesey has formed Compensation Venture Group
• Mourant -  Mourant du Feu & Jeune is Offshore Law Firm of the Year again
• Computershare - Executive Management Changes

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