BNY Mellon Shareowner Services
Through a powerful combination of proven expertise and collaborative working style, BNY Mellon Shareowner Services can help you and your company meet the challenges of stock plan administration and management. We provide the breadth of product, quality of service and focus on value to help you manage a successful program.
Stock Option and Restricted Stock Administration
Our comprehensive equity plan program provides services for Incentive and Non-qualified Stock options, Restricted Stock Awards and Units, Performance Shares and Awards and Stock Appreciation Rights. Supported by one of the most customizable administrative tools in the industry, you will access features such as real-time reporting and participant website views.
Employee Stock Purchase Plans
Shareowner Services supports 423 and Non-qualified Employee Stock Purchase, Leveraged and Save as You Earn Plans. Plan participants are able to easily enroll and manage their purchase plans. As our core competency is plan administration, our proprietary systems and responsive staff will work to find comprehensive solutions for your organization.
Simultaneous Exercise and Sell
For clients who maintain administrative functions in-house, we administer Simultaneous Exercise and Sale programs that allow plan participants to perform cashless-for-cash or cashless-for-stock exercises without the burden of having to provide cash to complete the transaction. Our quality brokerage solutions help participants take full advantage of your equity program.
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