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Stock Plans Workgroup

The HR Open Standards Stock Plans workgroup is responsible for developing and maintaining standards to provide employers flexibility and save them time and money when integrating systems between a stock plan sponsor, stock plan administrator, and broker.

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HR Open Standards Members are invited to join the Stock Plans Online Community.

Existing Specifications

  • Stock Deposit - contains instructions for the broker to distribute stock to a given set of participants.
  • Stock Option Exercise Order - contains a collection of information relating to the exercise of a stock option award.
  • Stock Option Exercise Confirmation - contains information communicated from a broker to a stock option plan administrator regarding the exercise of stock options by a program participant.
  • Stock Option Grant - contains a collection of information relating to the award for an individual's option to purchase company stock shares.
  • Stock Plan - contains a collection of information relevant to creating and maintaining employee stock plan records.
  • Stock Plan Participant - contains a collection of information about an account holder in a employer-sponsored stock option or stock purchase program.
  • Stock Sale Confirmation - contains details regarding the outcome of a stock sale.

Other Projects to Consider

  • Revisit existing specification to determine additional use cases for current industry needs.
  • Enhance deliverables to ease implementation and increase interoperability.


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