Quickly create grants, add new employees and enter new transactions using the simple, user friendly interface.
- Easily add, edit or delete option and restricted stock plans, grants and participants
- Automated transaction tracking
- Automated stock split capability
- Easy import employee census, grant and price information
- One-click export of data and reports to Excel for greater flexibility and customization
- Download historical stock prices and interest rates directly into Option Tracker
- Numerous employee and company reports that can be based on any time period
- Company Outstanding Options Value Report
- Company Summary Report (Grant Level)
- Company Summary Report (Plan Level)
- Employee Detail Report
- Employee Detail Report – Company
- Employee Outstanding Options Value Report
- Employee Payroll Report
- Employee Summary Report
- Employee Vesting Report
- Employee Stock Option Exercise Behavior
- Employee Stock Option Forfeiture Report
- Incentive Stock Option – Non Qualified Report
- Restricted Stock Transaction Report
- Stock Split History Report
- Transactions Report