Stock Informatics is a Powerful Equity Grant Tracking and Accounting Software
program with a growing client base in over 30 states:
- Stock Options (ISO and
Non Qualified),
- Warrants - including new
Government TARP Warrants for financial institutions, and
- Stock Grants.
Features:
Instant setup for even the most creative vesting schedules
- variable time periods and varied vesting percentages. Complex legacy spreadsheets are a thing of the past.
- Logs and tracks the specifics of each Equity Grant Itemizing the Number of:
- Grants,
- Exercises,
- Forfeits,
- Expirations.
- Accurately adjusts grants, exercise prices and authorized shares for stock splits and stock dividends:
- Forward Stock Splits,
- Reverse Stock Splits,
- Stock Dividends.
- Instantaneously updates
for:
- Authorized Grants,
- Issued Grants,
- Remaining Grants available
for issuance,
- Vested Grants,
- Grants "in the money",
- Dilutive Grants -
simplifies dilutive EPS calculations,
- Integrated Black Scholes fair
valuations.
- Generates reports for any
present, past or future time period:
- Excellent documentation for Auditors, Plan Administrators
and Regulatory Examiners,
- Provides participants with transaction statements,
- Illustrates pro-forma
impact of price changes and additional vesting periods.
- Maintain control of YOUR data on YOUR server - don't settle for your confidential data being stored off-site and in many cases outside of the country. Reduce the chance of identity theft by controlling your data.
- FAS 123R Compliance.

Participants - provides the means to setup all
participants
that will, or have in the past, participated in the company's equity grant program.
The Equity Grants by Participant screen allows the user to view summary information pertaining to each
equity option grant - by employee.

Grants Authorized - accesses a complete chronological log and history of the number of
grants which have been authorized for issuance under the equity grant plans. The log starts with the original number of
grants authorized, then follows through with deductions to the authorized amount for any
grant exercises, and may have additions to the total if subsequent approvals are made to increase to authorized limit.
View All Transactions by Date - displays the chronological history of all transactions which have been posted to the company's
equity grant plans.
Grant Reports - accesses the sub-menu which contains a series
of equity grant reports. A unique feature of the report generation engine is the ability to "turn the clock back" to any date in history and run the reports as of that date. This feature is especially useful in tying back to plan numbers previously generated for external auditors and plan administrators.

Grant Vesting Plans -offers the capability to users to create very unique vesting schedules with non-standard vesting dates and varying vesting percentages. By establishing vesting plans in this screen, the specific vesting plan created then becomes automatically available as individual or bulk
grants are made.

Bulk Issue of Grants - allows for a point an click interface to select which individuals will receive
grants and the number of grants that each employee will receive. After all selections are made, entries
are automatically be entered into the data base, participant accounts will be updated and a mail merge of the information will be initiated that will prepare each grant document and any desired cover letters.
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