Stock Plan Companion™

Stock Plan Companion Notifications


Notifications are included as a standard feature of Stock Plan Companion™. 

Notifications can be sent straight to your inbox, so you’ll never miss a beat. These daily alerts inform you of any changes you are subscribed to.

Subscribed to multiple notifications? Receive a Daily Digest with all notifications within a single email. In instances where there are no changes to your stock plan data, you will not receive a notification.

Stock Plan Companion Notifications EmailWe start you off with ten standard notifications, with custom notifications available based on your business needs.

Standard notifications include:

  • New Hires
  • Terminations
  • New Grants/Awarded
  • Upcoming Expirations
  • Upcoming Vestings
  • Exercises/Releases
  • Awards Vested But Not Yet Released
  • Grants Issued to Insiders
  • Exercises for Insiders

Need a notification that isn’t listed here? Two custom notifications are included with setup.


Stock Plan Companion Notifications Email