Own Up by Global Shares Global Shares

What is financial wellness and how does it relate to equity compensation? A common challenge facing companies launching an equity compensation plan is employees lacking sufficient financial knowledge to fully understand what is being proposed. So, when an organization such as Stanford sets up a program to offer Financial Education to students, it should be recognized. In the latest episode of Own Up Chris Dohrmann and John Bagdonas are joined by special guest, Manager of the...

Are you focused on how to get the best out of your employees and achieve your business objectives? If so, now may be the time for you to explore the possibilities around equity compensation in your workplace.In the latest episode of Own Up, Chris Dohrmann is joined by guests Erin Fraser, VP of Business Development, Global Shares a J.P. Morgan company and Joanna Phillips, VP, ESOP Builders to take you through all you need to know about how employee ownership can help your company succeed and g...

Are you considering granting equity awards to PEO employees?Don’t miss the latest episode of Own Up with Christopher J. Dohrmann and guests Marlene Zobayan Partner Rutlen Associates LLC and Jon F. Doyle Managing Shareholder International Law Solutions as they discuss the pros and cons of granting equity awards to PEO employees.Find out if engaging with a PEO could be the right move for your business, and, if so, how you can get started.

Extending an equity compensation package to executives in any company does not end with simply signing over shares. There are considerations such as insider trading liabilities, the handling of material non-public information and protecting against negative reputational damage that need to be taken into account. With strict regulation to be followed, for HR departments and Rewards & Benefits teams it is a complex situation, one that needs to be managed correctly.Taking a look at the rules...

The New Year is always a good time to take stock.With some many interesting developments having happened across the equity compensation industry in recent years, including Pay versus Performance, and pay transparency, we thought it was the perfect time to get some of our most experienced Own Up commentators together to discuss their predictions for 2024, in terms of emerging trends and incoming regulatory changes to watch closely, including:Mergers and Acquisitions in 2024The end of the ‘Grea...

Do you have an SAYE scheme?If so, you may have heard about the recent updates introduced by the HMRC that impact Capital Gains Tax (CGT) and Bonus Tax Rates – as well as the announcement of more changes coming in 2024.What does this mean for you and your participants?Some participants may receive CGT tax bills for the first time, while others may receive higher bills than before. Meanwhile, the change in Bonus Tax Rates may yield higher returns for some.In this episode, Darren Smith, Head of ...