As part of ISS’ commitment to advancing the level of transparency and engagement in its data collection process, ISS is opening an Equity Plan Data Verification portal for all U.S. companies receiving a proxy recommendation.
By including companies in this process, ISS’ proxy analyses will better reflect the latest and most accurate data to aid institutional investors’ voting on equity plans.
Companies planning to feature an equity plan on the ballot are encouraged to register to receive notification of the availability of their data. Upon notification, companies will have two business days to verify the data and/or request modifications. Data will be available from 9:00 AM ET on the first business day after your company’s data is collected and published to the portal, until 9:00 PM ET on the second business day. An exception would apply to any company filing 30 days or less prior to the meeting date. In such cases, and given the narrow window, ISS is unable to present equity plan data for verification through this process.
To register for a login to Equity Plan Data verification, please click below. Once registered, your point of contact will receive login details within five to seven business days. An alert notifying contact(s) of the opening of the data verification window will be dispatched after ISS has collected equity plan data from your definitive proxy materials. Exact dates are impossible to predict but in many cases this will occur within 12 business days following the filing. Alerts will be generated on the morning that your data verification period begins, prior to the window opening.
Corporate issuers interested in learning more about the process and definitions of data points to be collected are encouraged to review the Frequently Asked Questions, a link to which can be found below.
Please visit the Help Center for further questions on the equity plan data verification or research process.