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Bank of America

Pulse Survey

Executive Equity Services and Trends

Benchmark Your Executive Equity Services
Against Other Companies

Get Insights to Deliver Top-Tier Executive Services & Compliance Post SEC Sweeping Changes

See how top organizations support executives in managing complex, high-visibility equity transactions. Benchmark the services you provide senior leaders—along with your compliance and controls practices—with data and insights from the Executive Equity Services and Trends Pulse Survey, sponsored by Bank of America.

Participate to gain exclusive, early access to results and analysis.

Pulse Survey

Only Takes 15 Minutes!

Survey Deadline

January 24, 2025

Fast Results

Expected February 25, 2025

Get Insights to Deliver Top-Tier Executive Services & Compliance Post SEC Sweeping Changes

See how top organizations support executives in managing complex, high-visibility equity transactions. Benchmark the services you provide senior leaders—along with your compliance and controls practices—with data and insights from the Executive Equity Services and Trends Pulse Survey, sponsored by Bank of America.

Get critical takeaways and expert analysis of survey results at the Key Trends in Executive Services & Compliance webinar. 

Get the Complete Survey Results Now!

Key Insights You'll Gain

Executive Services

Executive Services

What financial planning services are most requested by and available to executives?


What methods are companies using to educate executives about their stock plans?


How do companies help executives finance the taxes due on their equity awards?

Compliance and Controls

Compliance & Controls

What controls do companies have in place around executive transactions?

How do companies manage Form 144 filings?

Rule 10b5-1

Rule 10b5-1

How has the use of Rule 10b5-1 trading plans shifted in the aftermath of recent SEC reforms to the rule?

What policies have companies implemented over the use and design of Rule 10b5-1 plans?

Survey Guidelines

Survey Guidelines for Participants

  • Survey must be completed by January 24, 2025

  • Only public companies may participate

  • Survey respondents must have some level of responsibility for managing executive transactions

  • Only one survey per company

  • Service providers are not eligible to participate

Disclaimer: The NASPP and Bank of America are not affiliated.

About the NASPP

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over three decades of leadership providing expert resources, education and other benefits for nearly 6,000 members across 18 affiliated chapters.

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