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1 All stats refer to equity compensation administrative services for Shareworks and Equity Edge Online®
2 Stock Plan Participants represents reported participants as of 1Q 2021 with total accounts with vested or unvested assets. Individuals with accounts in multiple plans are counted as participants in each plan.
3 Refers to equity compensation administrative services by E*TRADE Financial Corporate Services, Inc. and Solium relating to the IPO; Solium 2015-10/2020 (120) + E*TRADE 2015-10/2020 (62).
4 S&P 500 Companies Represented includes companies for which Morgan Stanley provides equity compensation solutions as of 2021.
5 Refers to Shareworks ability to manage equity plans in over 170 countries as of 2021.
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