Our Newly Revised Primer on Tabulation and Reporting Shareholder Meeting Votes
We last issued our primer on tabulating and reporting on shareholder meeting votes in 2009 – and, since then, there have been so many changes in the landscape, we realized that an updated version was due…right about now…so here it is:
Transfer Agents & Issuers: Are You Prepared For The Future?
The 2015 Industry Index Helps Us Get To Safe Shores
TWO PROPOSED STEPS TOWARD A BETTER RESOLUTION OF THE “STRANDED DRP PROBLEM”
The first, and perhaps the most urgently needed step, we say, is for issuers to review the Terms and Conditions governing their own plan, and revise them so that any time the Plan balance is less than one full share, the Plan Agent will, henceforth, liquidate the fractional share, send a check, and close the account.
“STRANDED DRPS” ARE COSTING ISSUERS BIG BUCKS – LITERALLY “FOR NOTHING”
As we’ve noted in previous issues, your editors, and many of our savvier and busier friends, have been trying to clean up most of our smallish DRP and DSPP accounts. Why? Because of all the paperwork they generate – but also to be able to consolidate all our investments in a single place.
Another Look at Transfer Agent Market Share; The Real Decider, We Say, of Transfer Agent Success… and Survival
Recently, a reader sent us a link to a web-posting from a firm called Auto Analytics, which has been tracking Transfer Agent market share since 2012, based on the number of companies that are active SEC registrants. This way of measuring market share produces very...
Stock Transfer Agents – Coping With a Shrinking Universe of Providers
Transfer agents take a lot of heat – from shareholders – and sometimes from their clients too, although, after all, that’s what you really pay them to do.
Q&A With Abby Cowart
New Executive Director of the Shareholder Services Association
The Return Of The Telephone
An Interview with Ellen Philip & Cal Donly Of Ellen Philip Associates
The Optimizer Interviews Jay McHale & Bill Jackson Of Computershare/Georgeson
“Gentleman: 2015 set an all-time record for mergers, acquisitions and spin-offs. With a truly astonishing $4.7 trillion in deals announced, and with so many of the deals involving “mega-cap companies”, we imagine that the impacts on Computershare and on Georgeson Were significant ones. So… for starters….”
The World Of Shareholder Meetings
An Interview With Michael Mackey, President, Alliance Advisors, LLC
Podcast Alert: Annual Meeting Season 2026 — Expert Advice from Carl & Peder Hagberg
Carl and Peder Hagberg of The Shareholder Service OPTIMIZER join Meredith Ervine from TheCorporateCounsel.net to discuss proxy season risks, virtual meetings, and shareholder engagement for 2026.
Listen to hear their insights on this year’s annual meeting season.