INFORMATICS SOLUTIONS

Stock Informatics delivers a powerful and affordable FAS 123R / ASC 718 Equity Grant Accounting and Stock Option Accounting tracking and accounting program for:

• Stock Options (ISO, Non-Qualified, and Performance),
• Warrants,
• Stock Appreciation Rights,
• Restricted Stock Grants,
• Phantom Shares

Whether you are migrating from cumbersome Excel spreadsheets or expensive competitors, you will find Stock Informatics to be a sensible alternative for stock-based compensation.

Features:

Easy setup of vesting schedules - with complete flexibility for variable time periods and vesting percentages,

Stock Splits and Stock Dividends:

• Accommodates forward and reverse stock splits and stock dividends. 
• Dynamic adjustments to the number of grants and exercise prices.

Stores and tracks the specifics of each Equity Grant and Stock Option award:

• Grants,
• Exercises,
• Forfeitures,
• Expirations.

Automatically updates the array of calculations for:

• Authorized grants,
• Issued grants,
• Remaining grants available for issuance,
• Vested grants,
• Grants "in the money",
• Dilutive grants,
• Integrated Black Scholes fair value calculations,
• Self-contained stock price Volatility calculations.

Generates reports for any present, past, or future time period:

• Excellent documentation for Auditors, Plan Administrations, and Regulatory Examiners,
• Participant transaction statements,
• Illustrates the pro-forma impact of stock price changes and additional vesting.

RECENT SOFTWARE ENHANCEMENTS:

We are pleased to announce a major Stock Informatics equity grant accounting and stock option accounting software update which includes the following enhancements:

• Automatic identification of Pre-Vesting Forfeitures, enabling exact annual pre-vesting forfeiture true ups of compensation expense. For clients who have experienced participant turnover, it is anticipated that this enhancement will detect and document additional compensation cost reversals.
• Additional equity grant Expense Attribution Methods include: Level Straight Line, Recalculating Straight Line, Per Vesting Schedule, and Tranche Straight Line.
• Enhanced Risk-Free Rate tables allowing for interpolation of expected lives less than one year.
• Streamlined Vesting Schedule Setup incorporating enhanced program settings which include equity grant types, expense attribution methods, performance-based grants, annual pre-vesting forfeiture true-ups, and simplified setup of RSG's and RSU's.
• Enhanced reporting of Annual ISO Vesting Limits, combining all grants for simplified monitoring of annual ISO vesting limits.
• Several Reporting Enhancements with format and content changes.
• Additional fields are available in the Excel Export routine.