Hold. Flip. Split: Acrobatics of Employee Ownership
What employees do with vested RSUs has long been a mystery to most companies. When shares hit the employee account, plan sponsor visibility is lost. And, while ESPP share selling behavior has been seen through disposition reporting, companies have very little insight into how selling behavior is linked to plan type and demographic variances. In this session, Emily Cervino of Fidelity Stock Plan Services uncovers a host of new views into these previously unknown areas, including how the value of the payout impacts behavior, what ESPP discount levels create more employee holders, what impact age has, if tenure and location make a difference, and how Section 16 behavior varies. And, mixing and matching of all data areas creates a virtual menu of choices on how to assess employee selling behavior.
Emily Cervino, CEP, Vice President, Fidelity Stock Plan Services
Working in varied roles in the equity compensation industry since 1996, Emily has a unique appreciation for the opportunities and challenges of equity compensation. At Fidelity Stock Plan Services, Emily focuses on strategic marketing initiatives, thought leadership, and building Fidelity’s strong industry presence.
In her former role as executive director of the Certified Equity Professional Institute (CEPI) at SCU, Emily was involved in all aspects of certification, research, and program marketing. In previous roles, Emily managed all the equity compensation programs at National Semiconductor and held various roles at E*TRADE/ShareData.
Emily is a frequent speaker at equity compensation events, past president of the Silicon Valley Chapter of the NASPP, a member of NASPP, GEO, and NCEO, and a 2015 recipient of the NASPP's Individual Achievement Award. Emily is a Certified Equity Professional (CEP) and she holds Series 7 and 63 securities registrations.