C6 - Workshop: Restricted Stock Releases for Private Companies - Solium
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C6 - Workshop: Restricted Stock Releases for Private Companies
May 22, 2019 2:15 – 3:30 p.m.
Jessica Young, Relationship Manager, Private Markets Katy Manch, Client Service Manager, Private Markets
David Stinson, Client Service Manager, Private Markets
Solium Capital Inc. is a wholly owned subsidiary of Morgan Stanley
Getting Logged In
URL: https://synergy.shareworks.com/solium/servlet/userLogin.do
Username: Private1
Password: Desert2019
CPE Credits
Continuing Professional Education (CPE)
• Credits are available!
• You will receive one (1) CPE credit after attending this session.
• You must attend the entire session to be eligible.
• In order to earn the available credit(s) for this session, you must see the room
monitor before and after the session to get checked-in and out of the session.
• Electronic certificates will be emailed to you a few weeks after the conference
with the cumulative number of credits earned
Shareworks by Morgan Stanley is registered with the National Association of
State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. Web site:
www.nasba.org
Agenda • Introduction • Restricted Stock Unit Overview • RSU vs. Options • Types of RSUs • Using Shareworks for Releases • Benefits of using Shareworks to process releases • Features • Seting Up Releases • Configuration • Release events • Reports • Final touches
Learning Objectives • How to create a release event • Learn how to run and review pre-release reports • Understand how to process a release
Introductions
Jessica Young
Relationship Manager
San Francisco, CA
+3 Years with Shareworks
David Stinson
Client Service Manager
San Francisco, CA
+2 Years with Shareworks
Katy Manch
Client Service Manager
Sandy, UT
+6 Months with Shareworks
Poll! Let’s learn more about you! Do you use RSUs? • Yes • Don’t use them yet Which kind? • Single Trigger • Double Trigger
What are Restricted Stock Units?
• RSUs vs. Options
• Cost
• Timing of Taxation
• Shares Reserved
• Dilution
• Types of RSUs
• Single Trigger
• Double Trigger
Releases in Shareworks What can Shareworks do for you? Benefits of using Shareworks: • Reporting • Participant Portal Shareworks Features for Releases: • Taxes • Release Window
First Steps
Configure Release
• Sale/Transfer Configuration
• Fees
• Add configuration to RSU
grantsAdding the Release
Activity #1
Setting Up the Release
• Release Event Tool
• Filters
• Election Windows
• Creating a Historical Event
• Pre-Release ReportElection Window: Participant View
Final Steps Activity #2 Processing the Release • Process Release (the moment of truth) • Release Report • Adding Stock Certificates
Be social with us!
#Synergy2019Please give us your feedback • Click on “My Agenda” • Select this session • Scroll down and click “Take Survey” • Please complete feedback before your next session
Additional Resources
Need more?
Online Learning Shareworks Certification Hands-on Learning
Convenient and completely Shareworks Certification is a Looking for workshops, live
self-directed, our online lessons great way to quantify your webinars, or immersion
provide you with industry knowledge, develop key courses? Ask your service
context and the how-to in technical skills and prove team what’s available in your
Shareworks. yourself invaluable to your area.
company’s administration team.
Visit solium.com/academy.Questions?
Contact Us Jessica Young David Stinson Relationship Manager Client Services Manager Shareworks by Morgan Stanley Shareworks by Morgan Stanley jessica.young@solium.com david.stinson@solium.com Katy Manch Client Services Manager Shareworks by Morgan Stanley katy.manch@solium.com
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