Employee stock sale plans, simplified

Simple, automated 10b5-1 trading plans with zero paperwork

Simple, automated 10b5-1 plans with zero paperwork

enterprise-image-person
enterprise-image-person
enterprise-image-person
As seen on

Simple and fully automated 10b5-1 plans at scale

Traditional 10b5-1

Only for executives

Weeks of onboarding

Burdensome administration proces

Open to all levels
10 min self-onboarding
Simple admin tools

Google already offers 10b5-1 plans to all employees

10,000+
Googlers have enrolled in 10b5-1 plans
83%
prefer the convenience of a trading plan
It has been really important for Alphabet and Google employees to be able to have some liquidity.
Global Equity Director,
Alphabet
Data from Google employee survey. The Google name and logo is a trademark of Alphabet Inc. Candor is not affiliated with or endorsed by Google.

Get the whitepaper on the SEC's 2022 10b5-1 changes

TECH’S NEWEST BENEFIT

10b5-1 plans are the new 401k

Trading plans help tech employees tap into their equity responsibly

peer1

84%

want to systematically diversify and reduce risks

peer2

58%

want to take away the stress of timing the market

peer3

30%

need cash to meet their living expenses

58%

want to take away the stress of timing the market

84%

want to systematically diversify and reduce risks

Data from Google employee survey

Zero switching cost.

Painless administration.

$0

No integration needed

Candor integrates with your existing brokerage

Easy for everyone

Bulk approval for admins and easy onboarding for employees.

Simple compliance

Build a plan template compliant with your policies.
$0

No integration needed

Candor integrates with your existing brokerage

Easy for everyone

Bulk approval for admins and easy onboarding for employees.

Simple compliance

Build a plan template compliant with your policies.

Stay competitive with the latest employee benefit.

Get a customized and fully compliant 10b5-1 plan that scales to your whole organization. Did we mention it’s fully automated?

Built-in compliance

Cooling-off periods
Amendment and termination
Regulatory fillings
Special blackout lists
Trading windows
candor-equity-peer-1candor-equity-peer-2candor-equity-peer-3candor-equity-peer-4

Candor stands for wealth equity

We built Candor to democratize the most coveted financial tools and help everyday employees protect and grow their wealth.

Learn more about Candor ->
RSUs are complex.
Let’s fix that.
Intuitive interface + plans designed to help employees consider risk, diversification and taxes proactively.

67%

need help understanding consequences of selling

Based on E*TRADE stock plan 2020 participation study

62%

Don’t know what to do when they first receive RSUs

An education-first platform

Weekly live financial education, live product support and rich content.

67%

need help understanding consequences of selling

Based on E*TRADE stock plan 2020 participation study

62%

Don’t know what to do when they first receive RSUs

An education-first platform
Weekly live financial education events on RSU topics- from taxes to trusts. Live product support and rich content.
10b5-1 administration with zero paperwork
Candor works closely with you to create a simplified plan template that’s right for your organization and compliance needs.
Simple workflows and bulk approvals
Intuitive UX and employee support
Automated reporting and supervision

A free benefit that helps you retain employees longer

Do stock plan benefits influence your decision to stay in your job?
Yes, will influence my retention
36%
2019
41%
2020
Source: E*TRADE participant whitepaper 2021

Candor plans scale to 1000s of employees with no extra effort

1
Create your company template
Add your policies, from special blackouts to cooling off periods.
2
Employees self‑onboard
Fast and simple onboarding with full employee support.
3
Effortless administration
No more paperwork, plans are all automated following your policies.

Works with your existing brokerage

Always-compliant 10b5-1 plans that follow your policies

Speak to a compliance expert on automating 10b5-1 administration

  • Create a plan based on your policy
  • Automate administration
  • Help employees thrive
expert-1expert-2expert-3

Built-in compliance

From cooling-off periods to special blackout lists, Candor's automated trading plans always follow your policies
Cooling-off periods
Amendment/termination
Reporting
Trading windows
Special blackout lists
Section 16 exclusion
Hedging & shadow trading
MNPI certifications
Cooling-off periods
Special blackout lists
Trading windows
MNPI certifications
Reporting & monitoring
Fully compliant with 2022 rule 10b5-1 updates
Advisory services provided by Candor Financial LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Securities held at Apex Clearing are insured by the Securities Investor Protection Corporation. SIPC does not protect against the decline in value of your securities. Learn what SIPC covers
Get started today
Candor helps employees from Facebook, Amazon and 20+ others start their 10b5-1 plans