Monterro Foreman, MBA

Managed day to day stock plan administration operations to include: new grant issuances, stock option and RSU transactions and employee education. SME and main point of contact for all things equity.

Participated in company IPO in December 2021 by supporting all initiatives related to stock plan administration, investor relations and various SEC filings, while overseeing daily stock plan administration for approximately 6,000 employees throughout South and North Americas.

• Trained and managed three direct reports
• Managed all equity operations to include new grants, stock option exercises and RSU releases
• Accountable for database management for Carta and Equity Edge EEO equity systems
• Responsible for Insider Reporting to Brazil CVM
• Developed and managed employee education programs for all regions in which Nubank had operations
• Managed and streamlined equity processes and procedures while maintaining SOX compliance
• Collaborated with Investor Relations on Shareholder communications
• Collaborated with other service partners Legal, Total Rewards, People and Culture and Payroll) to ensure stock administration was executed timely and accurately

Managed daily administration of equity plans (stock options, restricted stock units and employee stock purchase plans) while collaborating with other business partners within HR, Payroll, Finance, and Legal

Managing daily administration of global Employee Stock Purchase Plan for approximately 25,000 employees as well as employee stock option exercise processes

• Collaborated in the design, development and implementation of global employee stock purchase plan upon Uber initial public offering
• Managed year-end tax reporting for equity transactions
• Development of equity communications and employee education modules
• Developed equity process and procedures
• Participated in the launch the company IPO on May 9, 2019

Managed daily administration of equity plans (stock options and RSUs) while collaborating with other business partners within HR, Payroll, Finance, and Legal on various equity issues

• Managed all aspects of equity to include daily, monthly and quarterly administration of stock options, new grants, employee terminations and RSUs
• Reconciled and managed the company capitalization table
• Development of equity communications and employee education
• SME for all things equity

Daily management and administration of equity plans (stock options, RSUs, and ESPP). Other duties included supporting accounting, payroll, legal and employee benefit teams. Administer equity plans for employee and director plans

• Prepared equity procedures and policies
• Assisted with the completion of proxy statements and 10K reporting
• Collaborated with Payroll, Compliance, Legal and Total Rewards to ensure compliance of equity plans with IRS and SEC regulations
• Prepared and distributed equity grant packages
• Analyzed and prepared monthly equity expense reports
• Prepared and file Forms 3, 4, and 5
• Developed and delivered employee education sessions and communications