Executive Stock Services

We provide services that respond to the unique circumstances executives often face in planning and transacting stock or options in their own publically traded companies.  Understanding the intricate nature of reporting responsibilities, trading limits, tax ramifications and public perception are common considerations as we help executives manage their complex financial lives.

• Rule 144 transactions
• Rule 10b5-1 plans and trades
• Stock option planning and execution
• 10b-18 stock repurchases for public companies