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Stock Plans Workgroup

Stock Plans Workgroup Page

The HR-XML Stock Plans workgroup is responsible for developing and maintaining standards to provide employers flexibility and save them time and money when integrating systems between a stock plan sponsor, stock plan administrator, and broker.

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HR-XML Members are invited to join the Stock Plans Online Community.

Existing Specifications

  • Stock Deposit - contains instructions for the broker to distribute stock to a given set of participants.
  • Stock Option Exercise Order - contains a collection of information relating to the exercise of a stock option award.
  • Stock Option Exercise Confirmation - contains information communicated from a broker to a stock option plan administrator regarding the exercise of stock options by a program participant.
  • Stock Option Grant - contains a collection of information relating to the award for an individual's option to purchase company stock shares.
  • Stock Plan - contains a collection of information relevant to creating and maintaining employee stock plan records.
  • Stock Plan Participant - contains a collection of information about an account holder in a employer-sponsored stock option or stock purchase program.
  • Stock Sale Confirmation - contains details regarding the outcome of a stock sale.

Other Projects to Consider

  • Revisit existing specification to determine additional use cases for current industry needs.
  • Enhance deliverables to ease implementation and increase interoperability.

Resources

 

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5/28/2013
Recruiting Call, Tuesdays at 11 am Eastern

5/30/2013
Payroll Call, Thursdays at 12 PM Eastern

6/4/2013
Recruiting Call, Tuesdays at 11 am Eastern

6/6/2013
Payroll Call, Thursdays at 12 PM Eastern

6/11/2013
Recruiting Call, Tuesdays at 11 am Eastern