Shareholder Service Solutions, Inc.
Simply put, Andy Wilcox’s services made me look and sound like I was an expert in transfer agent contracts, pricing and policies, when clearly I am not. His customer service was excellent and was all encompassing as it pertains to the services and advice he provided. He saved me the countless hours it would have taken to become appropriately educated on transfer agents and their contracts in addition to helping deliver a refreshed contract and pricing structure with my existing vendor that is better than I ever would have been able to do on my own. ~ Steve Willoughby, Vice President Investor Relations, PerkinElmer, Inc.
Get comfortable with shareholder questions
We have heard lately about companies wondering if they can legally prevent shareholders from asking (difficult) questions at virtual shareholder meetings. The answer seems to be yes, as opposed to preventing them...
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EQ
As of 2023 this is the official name of the stock transfer agency created by the merger of EQ Shareowner Services and AST Financial, which were both acquired by Siris Capital Group in 2021. AST had a long history as American Stock Transfer & Trust Company (headquartered in Brooklyn); and EQ, stemming from Equiniti Group plc (headquartered in London), had venerable U.S. roots originating as Norwest Bank and Wells Fargo Shareowner Services. EQ and Computershare are now the largest stock transfer agents in the U.S.
“It is far better to buy a wonderful company at a fair price, than a fair company at a wonderful price.” ~ Warren Buffett