Community Corner

GEO’s Community Corner is the place to find bits of news, press releases or related items that are neither considered articles (gathered from the world press and submitted to GEO as items of interest for GEO members) nor Global Updates (which are notices and legislative announcements from service providers, regulatory bodies or other qualified resources.)

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COMMUNITY CORNER
Global Equity Updates (webcast) 04 - 03 -2022 4 April, 2022 Capdesk and Fidelity Enable the Continuous Transition of Share Plans From Private to Public Markets in Europe 04 - 03 - 2022 4 April, 2022 J.P. Morgan Agrees to Acquire Global Shares, A Leading Provider of Share Plan Management Software 21 - 03 - 2022 21 March, 2022 Morgan Stanley at Work Unveils Equity Compensation Findings From Inaugural State of the Workplace Financial 13 - 12 2021 14 December, 2021 Rutgers Research Fellows to Study How Equity Compensation Builds Wealth for Workers 11 - 14 2021 15 November, 2021 Coronavirus Outbreak: A Checklist for Multinational Employers 2020 - 01 - 29 30 January, 2020 ISS Announces 2020 Benchmark Policy Updates 13 - November - 2019 13 November, 2019 Newly Released Technology Tests 11 Key Criteria That Leading Proxy Advisor Uses to Assess Plans 04 November 2019 5 November, 2019 Cybersecurity and Stock Plan Professionals 04 - November 2019 5 November, 2019 Firms Announce Changes to Equity Compensation, ESPP Platforms 30 - September - 2019 30 September, 2019 ESOP Direct Announces its Registration as a Category 1 Merchant Banker 19 - September - 2019 23 September, 2019 AST Private Company Solutions Hires Paul Arens to Lead Business Growth and Foster Strategic Partnerships 19 - September - 2019 19 September, 2019 ESOP Direct launches operations in Singapore 05 - September - 2019 5 September, 2019 Compensation Committees, A Practical Solution for Human Capital Management Oversight 21 - July - 2019 21 July, 2019 Should Executive Compensation Professionals get Involved in ESG Issues? 14 - July - 2019 14 July, 2019 Inequality Ranks Low on Global HR’s Concerns 08 - July - 2019 8 July, 2019 Glass Lewis and CGLytics Establish Global Partnership to Provide Unmatched Compensation Data and Analytics 26 - June - 2019 27 June, 2019 Should Compensation Committees Take on the Responsibility of Human Capital Management? 23 - June - 2019 23 June, 2019 72% of Republicans And 74% of Democrats Agree on This: They Prefer to Work For an Employee-Owned Company 30 May 2019 31 May, 2019 Focus on Taxes, Compensation Turns Into Tech-Industry Niche 06 - May - 2019 6 May, 2019 [Podcast]: Attorney-Client Privilege in the Employee Benefit Plan Context 29 April 2019 29 April, 2019 The Future of The Compensation Committee 18 - March - 2019 18 March, 2019 The Importance of The Netherlands in the Development of the Modern Day Corporation 13 - March - 2019 13 March, 2019 UK Outsourcing Firm Opens New Financial Data Operations Centre in India 4 - 03 - 2019 5 March, 2019 Morgan Stanley to Buy Canadian Employee Stock Manager for $900 Million 02 - 25 - 2019 25 February, 2019 A company that came up with a clever solution to startup stock-options just raised $80 million at a near $1 billion valuation 14-01-2019 15 January, 2019 UBS Offers Financial Wellness Content to Equity Compensation Participants 10 - December - 2018 11 December, 2018 Financial Planning › Year-End Planning 2018 - 12 - 03 4 December, 2018 Top Business Groups Target Arcane Advisory Firms In Six-Figure Ad Blitz 26 - November - 2018 27 November, 2018 ETRADE Launches Planning Center for Equity Compensation Plan Participants 10 - 16 - 2018 16 October, 2018 Pinsent Masons Appoints Fleur Benns as New Share Plans & Incentives Legal Director 10 - 08 -2018 8 October, 2018 ETRADE Launches Industry-First, Automated 10b5-1 Trading Plan Solution 10 - 08 - 2018 8 October, 2018 IS 2018 - 09 - 26 Israel - WeWork’s Adam Neumann Invests in Stock Option Marketplace EquityBee 26 September, 2018 Is it Time to Regulate Proxy Advisory Firms? 26 August 2018 26 August, 2018 US Group Motive Pays $25m for 40% Stake in Irish Fintech Global Shares 14 - August - 2018 14 August, 2018 Salary.com Announces its Merger with Compdata Surveys and Consulting 14 - August - 2018 14 August, 2018 What to Expect From Your Pay Consultant 14 - August - 2018 14 August, 2018 Senate Hearing Focuses On Regulation Of Proxy Advisory Firms 06 - August - 2018 6 August, 2018 UBS Introduces New Equity Compensation Platform 31 - 07 - 2018 1 August, 2018 Addressing Economic Inequality and the Future of Work, Rutgers University Appoints 22 Research Fellows to Study Employee Share Ownership and Profit Sharing 06 - 07 2018 3 July, 2018 Honoring Employee Share Ownership Champion George S. Pillsbury, Rutgers Announces 2018-19 Pillsbury Research Fellow 06 - 07 - 2018 3 July, 2018 Computershare Limited Surges on $560 Million Acquisition 05-06-2018 5 June, 2018 Computershare Limited Surges on $560 Million Acquisition 22 May 2018 22 May, 2018 Internal UBS Memo Details New Equity Plan Advisory Services Push 01-May-2018 2 May, 2018 myStockOptions.com Expands Tax-Return Guidance to Help the Millions of US Taxpayers Who Have Equity Compensation 2018 - 04 - 10 11 April, 2018 Disruptors Unite as Metro Bank and Global Shares Breathe New Life into UK Sharesave Market 09 - April - 2018 10 April, 2018 Schwab Stock Plan Services and Certent Collaborate to Expand and Improve Participant Access to Equity Compensation Services 30-10-2017 31 October, 2017 UBS Equity Plan Advisory Services (EPAS) Announces a Strategic Partnership With Solium to Deliver Industry Leading Technology Platform for Global Equity Plan Administration 06-2017 12 June, 2017 Congratulations to the GEO Award Winners! 2017-05-11 11 May, 2017 Janet Cooper OBE 2017-01 4 January, 2017 Outotec Board Decided to Continue Employee Share Savings Plan in 2017 11 - 2016 8 November, 2016 Equatex UK Limited Obtains FCA Broker Dealer Licence 04 - 08 - 2016 8 August, 2016 Movie MonIdee 'Branche Winner and Nomination National Success Award 2016' 2016 - 07 20 July, 2016 Global Shares Appoints Industry Veteran Charles Cryer Group Finance Director & Managing Director, Share Registration 2016 - 07 20 July, 2016 Global Compensation Plan Specialist Equatex Opens German Office In Frankfurt 2016 - 07 5 July, 2016 Global Shares Appoints Mike Baker Head of Business Development, EMEA 2016 - 05 1 June, 2016 Equatex Partners With biw AG to Set The Course For Further Growth in The German Market 2016 - 05 11 May, 2016 Spin Master Recognized at Global Equity Organization Conference 2016 - 05 2 May, 2016 Tapestry is Pleased to Announce The Opening of New Office in Leeds April 2016 15 April, 2016 Equatex US Inc. Obtains US Broker Dealer Registration and Chooses Interactive Brokers as Clearing Broker March 2016 8 March, 2016 NASDAQ Private Market Acquires SecondMarket 2015-10 27 October, 2015 Excellence in Business: Winner Tapestry Compliance Has Global Appeal 10-19-2015 20 October, 2015 Accurate Equity Changes Name to Equatex 07 - 2015 23 July, 2015 Certent's Next Generation Direct Broker Interface Launches with UBS June 2015 11 June, 2015 Shazam Selects Nasdaq Private Market for Equity Management Services 03-2015 30 March, 2015 Equatex Launches its Brand in The Global Compensation and Benefits Industry 2015-03 3 March, 2015 Nasdaq Private Market Expands Product Operations, Product Strategy and Marketing Teams 2015 - 01 13 January, 2015 Global Shares Announces the Appointment of John Meehan as Managing Director 2015 - 01 7 January, 2015 EASi Releases Interactive Reporting 12-2014 5 December, 2014 Morgan Stanley Global Stock Plan Services Launches StockPlan Connect 12-2014 5 December, 2014 Equity Administration Solutions Acquires Rivet Software 2014-09 23 September, 2014 Global Shares pot grows by €1.65m 09-2014 15 September, 2014 UBS Wealth Management Americas Introduces Enhanced Functionality for The Equity Plan Business 2014-09 2 September, 2014 Computershare Enhances Performance Awards Functionality for Equity Plan Clients 2014-08 22 August, 2014 NASDAQ Private Market Launches ExactEquity™ 2014-07 30 July, 2014 Equity Administration Solutions, Inc. Acquires Option Admin, Inc. Expands EASi’s Private Company Capabilities 2014 - 07 15 July, 2014 Solium Congratulates Client Kinross Gold Corporation on Global Equity Organization Industry Award 05-2014 22 May, 2014 Computershare Congratulates Clients On 2014 Global Equity Organization Award Wins 05-2014 20 May, 2014 Wealth Management Americas Introduces Innovative Educational Portal for Equity Compensation Plan Participants April 2014 22 April, 2014 Global Advantage Equity Launch of New Site April 2014 9 April, 2014 Computershare Acquires SG Vestia Systems Inc. 04-2014 2 April, 2014 NASDAQ Private Market Expands Senior Leadership Team 03-2014 5 March, 2014 NASDAQ Private Market Launches New Marketplace for Private Companies 03-2014 5 March, 2014 Orrick is Pleased to Announce That Laura L. Becking has Been Admitted to The Partnership Effective January 1, 2014 /2014-02 28 February, 2014 rrick is pleased to announce that Laura L. Becking 28 February, 2014 UBS Wealth Management Americas Adds Key Executive to Equity Plan Advisory Services Business 2014-02 3 February, 2014 Health Check: Are Your Global Share Plan Rules Fit For Purpose? 2014-01 27 January, 2014 UBS Wealth Management Americas Introduces the UBS Equity Award Value Index 2014-01 17 January, 2014 Emily Van Hoorickx Addresses Barron’s Top Women Advisors Summit 2014-01 15 January, 2014 Montagu Private Equity to Acquire CEFS International From UBS 01-2014 14 January, 2014 Solium Announces Acquisition of GlobalSharePlans 2013-12-09 9 December, 2013 Computershare Congratulates Clients on 2013 ifsProShare Awards Wins 28 November 2013 5 December, 2013 NASDAQ Private Market Expands Senior Leadership Team 22 November 2013 25 November, 2013 UBS Wealth Management Americas Announces Changes to the Product Management Team for its Equity Plan Advisory Services Business 14-November-2013 14 November, 2013 Equiniti Acquires Killik Employee Services 10-2013 11 October, 2013 Computershare to Acquire Olympia Corporate and Shareholder Services Assets 10-2013 11 October, 2013 Global Equity Matrix – 10 New Countries Added! 10-2013 4 October, 2013 UBS Wealth Management Americas Names Karen Damaso to its Equity Compensation Business 09-2013 24 September, 2013 Globalshareplans Announces New Mobility Data App: GSP Tracker Pro 09-2013 20 September, 2013 Allan Golotko joins Morgan Stanley Global Stock Plan Services as Head of Product Management 09-2013 19 September, 2013 UBS Wealth Management Americas names Jonathan Brooks to its Equity Compensation Business 09-2013 13 September, 2013 Congratulations to Synopsys, Recipient of The 2013 GEO Award for “Best Use of Technology” Based on The Tremendous Success of The SOS Stock Plan Participant Portal! 06-2013 28 June, 2013 Nancy Mesereau Joins Morgan Stanley Global Stock Plan Services as Head of Corporate Client Experience May 2013 16 May, 2013 Industry Pioneer Carine Schneider Joins Accretive Solutions to Head New Global Equity Compensation Practice May 2013 15 May, 2013 Jorge Martin Joins EASi As Senior Vice President Services and Support 25 April, 2013 EASi Announces Record 2012 Growth and Attendance at Summit User Conference 04-2013 9 April, 2013 Computershare to Acquire Morgan Stanley’s EMEA Shares Business 03-2013 7 March, 2013 Justin Docter Joins the Equity Compensation Division at CompIntelligence Inc. 02-06-2013 6 February, 2013 Accurate Equity Initiates Deployment into the Finnish Market 01-2013 22 January, 2013 Accurate Equity Announces New Hires for the UK Office 01 2013 14 January, 2013 Fidelity® Simplifies Global Stock Plan Administration December 2012 30 December, 2012 CIPD Elects Two New Vice Presidents 04 December 2012 7 December, 2012 EASi Celebrates Tenth Anniversary on the Floor of the New York Stock Exchange 20 November 2012 20 November, 2012 EASi Launches EASi University! 15 November 2012 16 November, 2012 EASi and StockCross Partner to Simplify Direct Market Access for Trading 15 November 2015 16 November, 2012 EASi Raises $5 Million to Fund Growth and Product Innovation 15 November 2012 16 November, 2012 EASi Makes Deloitte’s Technology Fast 500™ for Second Consecutive Year 15 November 2012 16 November, 2012 My Equity Comp, LLC and CompIntelligence, Inc. Form Partnership 2012-09 25 September, 2012 2012-08 Accurate Equity Launches UK Office in London and Announces Strategic New Hires 31 August, 2012 EASi Wins Praise for Service and Product from Public and Private Companies Alike 07-2012 20 July, 2012 Winners of the Employee Benefits Awards announced 06 2012 7 June, 2012 Equity Awards Gone Public, What Companies need to know when preparing for an IPO 05-2012 10 May, 2012 Certified Equity Professional Institute Website Link to the Job Analysis Survey 04-2012 2 May, 2012 Buck’s iQuantic© Global Long-Term Incentive Practices Survey 24 April, 2012 OptionEase Announces Strategic Alliance with Stock & Option Solutions, Inc. 04-2012 23 April, 2012 Vodafone Updates Reward Website with Mobile Version UK 2012-04 7 April, 2012 Global Share Alliance Grows with Addition of North American Share Registrars 03-2012 26 March, 2012 How Much Are Your Stock Options Worth? 03-2012 18 March, 2012 2012 Deloitte Global Share Plan Survey 15 March, 2012 UBS Enhances Partial Administration Offering with EASi for Performance‐based Plans 03-2012 10 March, 2012 Financial Times Chief US Commentator Edward Luce to Speak at the 13th Annual Global Equity Organization Conference WW 2012-03 7 March, 2012 Seasoned Industry Veteran Danyle Anderson Takes the Helm at the Global Equity Organization 03-2012 6 March, 2012 Baxi Partnership acquires RM2 Partnership 01-2012 20 January, 2012 SocGen gets Repsol mandate 01-2012 16 January, 2012 Best-Selling Business Author and Business Leader Richard Moran Joins EASi’s Board of Directors 01-03-2012 3 January, 2012 The Beyster Symposium & The Mid-Year Fellows Workshop in Honor of Louis O. Kelso 6 December, 2011 Governance and Design Survey Highlights 11-2011 1 November, 2011 Technology enhancements help Schwab stock plan clients more effectively manage equity compensation plans 11-2011 1 November, 2011 EASi’s Integrated Payroll Interface Raises the Bar on Automation 2011-10 27 October, 2011 EASi Ranked Number 174th Fastest Growing Company in North America on Deloitte’s 2011 Technology Fast 500™ 2011-10 26 October, 2011 Equity awards gone public - What companies need to know when preparing for an IPO 10-2011 24 October, 2011 EASi Makes CEP Honor Roll with Ten Certified Equity Professionals 8 October, 2011 Corporate Partner Michael Flynn Joins Gibson Dunn's Orange County Office 09-2011 8 September, 2011 2011 Global Equity Incentives Survey - Executive Summary - Now Available 09-2011 8 September, 2011 EASi's Growth Continues on all Fronts — Billing, Hiring, Customers and Participant Numbers Shoot Up in Q2 8 September, 2011 Killik Employee Services to sponsor ifs ProShare Annual Awards 08-2011 23 August, 2011 Equilar Study: Change-in-control Cash Severance Analysis 08-2011 19 August, 2011 2011-08 Equiniti launches online employee share portal 11 August, 2011 2011-08 Morgan Stanley Smith Barney Establishes Universal Direct Broker Interface Connection to EASi's World-Class Stock Plan Management Solution 11 August, 2011 2011-08 UBS's Technology Enhancements Continue to Make Equity Compensation Plan Administration Easier for its Corporate Clients 4 August, 2011 UK Deloitte seminar Announcement? 08-2011 2 August, 2011 American Coalition of Stock Plan Administrators 2 August, 2011 Monidee Wins International Accolades for ForFarmers Internal Exchange 06+2011 27 June, 2011 Range of Methodologies for Risk and Performance Alignment of Remuneration 06-2011 24 June, 2011 EASi Service Pack Delivers Greater Flexibility to 700 Customers Worldwide 06-2011 1 June, 2011 Charles Schwab Launches Brokerage and Banking Mobile Deposit for iPhone® 006-2011 1 June, 2011 ifs ProShare to host seminar on "Remuneration in the Financial Services Industry” 05-2011 10 May, 2011 Industry Pioneer Carine Schneider Joins EASi as CEO Vito Palmieri to Become Executive Chairman 15 April, 2011 Senior Account Manager Reward Plan Services 13 April, 2011 Charles Schwab launches equity award consultation team for corporate stock plan clients 03-2011 22 March, 2011 Fidelity gives advisers trove of potential client names 03-2011 15 March, 2011 Professor Who Expanded the Study of Employee Ownership Will Hold Endowed Chair 2011-03 2 March, 2011 Say-When-on-Pay Proposal Findings 02-2011 23 February, 2011 Slump in markets, right time for ESOPs 02-2011 8 February, 2011 BNY Mellon Shareowner Services and King Worldwide Enter into Strategic Alliance 02-2011 8 February, 2011 The Latest on Compensation and Governance Matters, SEC Alert for Equilar Clients 02-2011 4 February, 2011 UBS Wealth Management Americas today announced the delivery of a number of enhancements for their equity compensation plan services business. 02-2011 3 February, 2011 Global Shares Celebrates 5 Years 02-2011 1 February, 2011 Global Shares announces new Asian Client Relations Manager 02-2011 1 February, 2011 Lukas Kolff, former Apollo partner, joins Global Shares Board and his firm, Bowline Capital Partners, makes a strategic investment to support Global Shares’ growth 02-2011 1 February, 2011 1099 Software for Forms 3921 and 3922 Released by WorldSharp 2011-02 31 January, 2011 Twitter Is Issuing So Many Options It Needs To Hire Someone To Keep Track 2011-01 26 January, 2011 Fidelity prepares for new cost-basis rules US 2010-12 20 December, 2010 Joseph R. Blasi Named First J. Robert Beyster Professor of Employee Ownership at Rutgers’ School of Management and Labor Relations US 1210-12 20 December, 2010 Morgan Stanley Smith Barney Congratulates Clients Telefonica, Henderson Global Investors & Wolfson Microelectronics on ifsProShare Awards 10 December, 2010 Global Mobility Handbook 2010 Edition Special Edition in support of the important work of the International Organization of Employers 6 December, 2010 Free Kleinwort Benson debate on employee share ownership 2010-11 22 November, 2010 Dodd-Frank Act: The importance of putting ceo pay multiples into context 11-2010 16 November, 2010 Share scheme industry celebrates while Royal Mail heading for massive share ownership plan UK 11-2010 15 November, 2010 Equiniti and BNY Mellon to form share scheme alliance 2010-11 2 November, 2010 Monidee North America Corp. and Friends Team Up for Make-A-Wish® Donation 2010-10 5 October, 2010 Rightmove to manage its executive share plans in-house 2010-10 5 October, 2010 Charles Schwab Announces Plans to Launch Equity Award Consultation Team for Corporate Stock Plan Clients 27 September, 2010 Corporate Stock Plan Sponsors Rate Stock Plan Administration Service Providers 2010-09 20 September, 2010 Linklaters and Clifford Chance top The Legal 500 in employee share schemes 2010-09 16 September, 2010 COMPUTERSHARE ACQUIRES STAKE IN SOLIUM 24 August, 2010 The 18th Annual NASPP Conference 18 August, 2010 Multiple Compensation Consultants and CEO Pay 08-2010 10 August, 2010 NCEO Call for submissions 14 July, 2010 CEP Institute Announces the 2010 Marilyn Perkins Claassen Scholarship Application 29 June, 2010 Computershare and Creative Printing Services Collaborate on a Full Suite of Regulatory Required Communication Services 2010-06-07 8 June, 2010 Global Shares announces the results of the Fourth Annual Global Stock Plan Administration Survey 05-19-2010 20 May, 2010 AST Equity Plan Solutions Hires John Hammond as Senior Vice President of Strategic Initiatives 05-09-2010 12 May, 2010 RBC Delivers Pioneering Employee Savings Scheme For Kharafi National Employees 30 March, 2010 Global Shares and Buck Consultants are pleased to announce the launch of the Annual Global Stock Plan Administration Survey 3 March, 2010 Equilar Executive Compensation Summit 2 March, 2010 Computershare completes acquisition of HBOS employee equity solutions from LLoyds Banking Group 17-02-2010 17 February, 2010 E&Y: IFRS 2 Share-based payment – The essential guide 12 December, 2009 SOS Introduces Modification Accounting Programs Suite 22-11-2009 23 November, 2009 Moving Beyond the Financial Crisis: 2009/2010 Report on Executive Pay 11-15-2009 17 November, 2009 SOS Introduces Modification Accounting Programs Suite 10-15-2009 17 November, 2009 Morgan Stanley Smith Barney new Hire Announcement - September 2009 30 September, 2009 UBS CEFS Awarded ISO 27001 Certification for Information Security Management Systems - 29 September 2009 30 September, 2009 Melanie Tom-Warner Joins UBS As Head of Client Management for CEFS - 2 July 2009 2 July, 2009 Watson Wyatt, Towers Perrin in $3.5 Billion Merger - 30 June 2009 1 July, 2009 Mercer Launches ‘Equity Choice’ Tool - 30 June 2009 1 July, 2009 Morgan Stanley And Citi Launch Joint Venture Morgan Stanley Smith Barney - 1 June 2009 2 June, 2009 UBS Corporate Employee Financial Services Enhances Technology Platform, Benefits Companies Using Transcentive® Software 14 May, 2009 EASi First to Market with Accounting Support for Stock Option Repricing - 21 April 2009 22 April, 2009 James W. Taylor and his team The Taylor Group Join UBS, Bringing Worldwide Experience - 21 April 2009 22 April, 2009 farth Shaw Adds Team of Employee Benefits & Executive Compensation Attorneys to New York Office - 23 March 2009 24 March, 2009 EASi Updates Stock Plan Administration Software - 23 March 2009 24 March, 2009 William L. Schoff and team at The Schoff Group join UBS - 12 March 2009 13 March, 2009 Robert J. Callanan, Jr., joins UBS as firm expands Corporate Employee Financial Services business - 12 March 2009 13 March, 2009 Plan Sponsors Rate Equity Compensation Plan Administration Service Providers in Group Five Study - 6 February 2009 7 February, 2009 Global Shares welcomes new VP, North America Business Development and a Sr. Manager, Plan Administration - 5 February 2009 6 February, 2009 E*Trade Launches Equity Edge 8! - 5 February 2009 6 February, 2009 EASi and Business Builders form Strategic Partnership To Provide Solution for Stock Plan Management Compliance and Reporting - 4 February 2009 5 February, 2009 EASi Hits $5 Million Mark in 2008 Company Turns in Banner Year Performance - 29 January 2009 28 January, 2009 Transcentive Rolls Out New Equity Plan Solutions - 26 January 2009 27 January, 2009 UBS Corporate Employee Financial Services continues to expand its Executive Management Team - Introducing Michael Barry - 22 January 2009 23 January, 2009 2008 Buck Consultants/Global Shares Stock Plan Administration Survey 01-15-2007 15 January, 2009 Equilar® Executive Compensation Trends - January 2009 5 January, 2009 Separate Equilar® Studies Find CEO Bonuses Down and 10b5-1 Stock Trading Plan Use Up April 2008 2 April, 2008 EASi Launches Online Customer Service Tools: Extends Service Hours and Capabilities 03-05-2008 5 March, 2008 New Equilar® Study Finds CEO Bonuses Down 4.5 Percent 02-28-2008 28 February, 2008 Equilar® Releases New Study on Fortune 500 CEO Equity Awards in the Fourth Quarter of 2007 01-02-2008 2 January, 2008 EASi Celebrates Five Years in Business 12-05-2007 27 October, 2007

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