RECORDED WEBINAR

10b5-1 Survey Results: What Do They Tell Us?

In this on-demand webinar, we explore results from a 10b5-1 survey conducted by Morgan Stanley and the NASPP.

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 Christine Cognetti McCasland, Executive Director within Morgan Stanley's Corporate Equity Solutions unit, and Mike Andresino, Partner at Posternak Blankstein & Lund LLP, review the survey results and discuss 10b5-1 trading plan parameters, cooling-off periods, modifications and amendments, terminations, and minimum and maximum lengths.
Our speakers also discuss survey findings showing that as the usage of 10b5-1 plans increases, firms are providing more guidance, and a consensus on best practices is emerging.

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RGP

“My favorite thing about working with Certent is just the people. They’re passionate about what they do and I love that. I’ve found a group that I can identify with that really takes ownership of the knowing the numbers, knowing their subject matter and that is important to me. ”

- Monica B.,
Resources Global Professionals

Lifepoint

“Now that we have implemented Certent, we have a much more efficient process to update tables in the document immediately and can utilize multi-user performance. For someone considering Certent, the customer service level is what sets them apart. ”

- Elliot B.,
LifePoint Health

 

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“Prior to using Certent, I only had experience reviewing XBRL. Without much of a learning curve, I am now doing the XBRL tagging myself. The customer service at Certent is also exceptional. I am very happy to have chosen Certent for our filing needs. I would definitely recommend Certent. ”

 

- Bobby R.,
Southwest Bancorp, Inc.

About Certent

Certent, Inc., founded in 2002, helps customers elevate their business with smart, intuitive solutions for modern finance. Our advanced solutions for equity management, disclosure management, and narrative reporting help business and finance leaders improve accuracy, save time, and get more done. Redefine your approach to governance, risk, and compliance with Certent. The company operates in seven countries and serves over 2,400 public, private, and pre-IPO companies around the world.

Get in touch | www.certent.com

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