Equity compensation is more than shares. It’s a commitment to mutual success and a powerful way to help employees feel connected to your business. We help your business get the most of your equity compensation benefits with technology that is customizable, scalable and repeatable.
of S&P 500® companies represented. 1
Combined Public and Private Stock Plans Clients Globally.2
Stock plan participants served.3
for 18 years in Rule and 10b5-1 transaction services. 4
Equity ownership can be a powerful motivator. Streamline equity management through our leading-edge technology and provide global audit-ready reporting and insights, alongside customizable participant experiences to engage and educate your employees on how to make the most of their benefits. Our global solutions support private and public companies at any stage of growth.
Available with every service we provide, our Financial Wellness offering is designed to address the unique needs of your employees and help them reach their financial goals through a powerful combination of education, digital tools and guidance from our Financial Advisors.
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1 Represents the share of S&P500 companies for which Morgan Stanley provides equity compensation solutions as of 10/2023.
2 Represents the 3,300+ stock plan clients we serve globally as of 09/2023 and includes both Shareworks and E*TRADE CorporateServices clients.
3 Stock Plan Participants represents participants as of 09/2023 month end with total accounts with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan.
4 Reprinted with the permission of The Washington Service. 301-913-5100, www.washingtonservice.com. The above data is compiled by The Washington Service from Form 144 filings with the Securities and Exchange Commission in the period from 2/1/2005 to 12/31/2022; ranking is based on aggregate data for this period. This data includes transactions from Morgan Stanley & Co. LLC, the Smith Barney division of Citigroup Global Markets Inc. (through 5/31/2009) and E*TRADE Financial Corporation. Information contained herein was obtained from sources believed reliable, but the accuracy and completeness thereof cannot be guaranteed. Information contained herein is subject to change.
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