How does your private company manage equity awards? 🤔 Join OptionTrax COO Elena Thomas, MBA, CEP Thomas on September 18th for a deep dive into "Lifecycle Management and Reporting of Private Company Equity." This NASPP webinar will cover essential topics like the impact of different award types on your cap table and critical record-keeping details specific to private companies. 📅 Webinar details: 10:30am PST/1:30pm EDT. Register today through NASPP.com. #PrivateEquity #EquityAwards #CapTable #OptionTrax #NASPPWebinar
OptionTrax
Financial Services
West Conshohocken, PA 690 followers
Deep expertise. Easy-to-use software.
About us
OptionTrax® is the market's most intuitive, comprehensive equity plan and securities tracking software platform. Our equity platform makes it easy to manage vesting, track participants and meet all of your disclosure and financial reporting requirements. Our cap table module software is a full featured investment and shareholder management and record keeping system perfectly suited to private companies. And if you need a little extra help, we're here! The OptionTrax support team is staffed by Certified Equity Professionals that can help you navigate the complex rules and regulations related to equity compensation and securities governance.
- Website
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https://www.optiontrax.com/equity-management-software-users-love/
External link for OptionTrax
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- West Conshohocken, PA
- Type
- Privately Held
- Founded
- 1992
- Specialties
- Equity Compensation Software, Stock Plan Software, Equity Compensation Plan Administration, Stock Plan Administration, Securities Record Keeping Software, stock option plan software, Cap table software, equity plan software, cap table management, cap table management software, equity plan management, privacy shield certified, 409A, SOC 1 Compliance Audit, Annual SSAE-18 Type II, GDPR Compliant, and Disclosure Reporting
Locations
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Primary
1001 Conshohocken State Road
West Conshohocken, PA 19428, US
Employees at OptionTrax
Updates
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Are you a private company admin handling your own equity plan reporting? This NASPP webinar is for you! On September 18th, OptionTrax COO Elena Thomas, MBA, CEP is presenting "Lifecycle Management and Reporting of Private Company Equity" at 10:30am PST/1:30pm EDT. 📊 Learn how to efficiently manage your cap table, track award types, and master the art of detailed record-keeping. 👉 Secure your spot at NASPP.com and equip yourself with the knowledge to stay ahead. NASPP members can register here. #EquityPlan #CapTableManagement #NASPPWebinar #OptionTrax
NASPP | National Association of Stock Plan Professionals
naspp.com
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🌟 Great Event at NASPP Connecticut Chapter! 🌟 Yesterday, .Joe Kunecki, ECA represented OptionTrax at the NASPP Connecticut Chapter Meeting! It was an incredible opportunity to connect with industry leaders and share insights on equity plan management. A big thank you to the NASPP chapter President, the wonderful Joseph Purdy, Jr., CEP and to everyone who attended and engaged in valuable discussions on building an Equity Communications Calendar. Pam Chernoff, CEP and Jennifer Francis, CEP did an excellent job of explaining on how to get the right information distributed at the right time and how this makes your equity plan more efficient. We look forward to building on the connections we made and continuing the conversation! #NASPP #ConnecticutChapter #EquityCompensation #OptionTrax #EquityPlans #Networking #ProfessionalGrowth
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🎉Congratulations Kaviyaa Vasudevan 🎉
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🎉 Excitement is in the air as we gear up for the NASPP Philadelphia chapter meeting on September 19th! Connecting with the equity community is always a highlight. Make sure to connect with Scott Miler, Elena Thomas, and Lisa Klevence at the event. We’ll be capturing some great moments to share afterward. #EquityManagement #Networking #NASPP
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🌐 Looking forward to the NASPP Connecticut chapter meeting on September 10th! This gathering is an excellent chance to engage with other professionals in the equity space. Joe Kunecki, ECA and Christine DelCervo will be there, ready to connect. 📷 Expect some great photos from the event—stay tuned! #EquityManagement #NASPP #Networking
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🚀 We’re all set for the NASPP Connecticut chapter meeting on September 10th! This is a fantastic opportunity to connect with the equity community. Joe Kunecki, ECA and Christine DelCervo will be representing OptionTrax—make sure to say hello if you’re attending! 📸 We’ll be sharing event highlights and pictures, so keep an eye out! #NASPP #Connecticut #EquityProfessionals
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📅 September 10th is just around the corner, and we’re excited to attend the NASPP Connecticut chapter meeting! We’re eager to network and exchange insights with our peers in the equity industry. Joe Kunecki, ECA and Christine DelCervo will be representing us—don’t miss out on connecting with them! 📸 We’ll be sharing pictures and takeaways afterward, so stay connected! #NASPP #EquityCompensation #Networking
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🔍 Dive deep into best practices around equity management for private companies with us on September 18th at the NASPP educational webinar! Elena Thomas, MBA, CEP will be leading the session on “Lifecycle Management and Reporting of Private Company Equity.” Don’t miss out on the chance to learn from our equity management experts on everything from new issuances to audit reporting. More details on our co-presenter coming soon! #NASPP #EquityManagement #Webinar
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📅 Mark your calendars! On September 18th at 10:30am PST/1:30pm EDT, join us for the NASPP webinar "Lifecycle Management and Reporting of Private Company Equity." 🌟 Managing equity plans for private companies is a unique challenge. This session will dive into how to navigate the complex relationship between your equity plan and your cap table throughout the lifecycle of a grant. Learn tips and best practices that you can implement immediately. 📌 Available to #NASPP members at NASPP.com. Don't miss out! #EquityManagement #PrivateEquity #NASPPWebinar #OptionTrax
NASPP | National Association of Stock Plan Professionals
naspp.com