ISSUER SERVICES · PROXY & MEETINGS
From Record Date to Gavel
EST runs the full annual meeting process: the record date and notice mechanics state law and the SEC demand, and the mailing, voting, and tabulation machinery that gets you to a certifiable quorum. An annual meeting is a statutory clock wrapped around a communications campaign — EST runs both.
Proxy Distribution and E-Proxy
- Full-set and Notice & Access. Traditional mailed packages or e-proxy under Notice & Access, sequenced against the SEC's 40-day notice requirement and coordinated with Broadridge for street-name holders.
- Broker search and beneficial holders. Broker search conducted under the SEC's current guidance, with the street-side calendar managed so the registered-side calendar holds.
Voting, Tabulation, and the Meeting
- Electronic and mail voting. Proxy voting by internet, phone, and mail, with positions validated against the record-date register we maintain, because tabulating against your own register is the cleanest math in the industry.
- Tabulation and inspector of election. Independent tabulation, quorum tracking as votes arrive, and inspector of election services with certified final results.
- Virtual and hybrid meetings. SEC-compliant virtual meeting options from operator-assisted audio to full webinar format. See ViSA Virtual Meetings for tiers and features.
Free Planning Tool
Proxy Meeting Timeline Calculator
Jurisdiction-aware record date, notice, and Notice & Access timing — with citations for counsel. Built by EST, no login, no sales call.
Open CalculatorBoutique Responsiveness. Institutional Backbone.
Let's find the right fit.
Tell us where you are in the lifecycle and we will map the mechanics, the calendar, and the cost. info@equitystock.com · 212.575.5757
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