Direct Stock Purchase Plan (DSPP)
A direct stock purchase plan lets investors buy company shares directly from the issuer or transfer agent instead of through a broker.
Direct stock ownership terms for purchase plans, gifted shares, donated stock, and non-assented stock.
Direct Purchase and Stock Gifts terms describe who owns shares, how ownership is recorded, how shares transfer, and how voting or beneficial rights are documented.
Use this branch when legal title, beneficial ownership, nominee holding, holder-of-record status, transfer records, gifts, voting rights, or shareholder control affects the analysis.
| Term | Use it for |
|---|---|
| Direct Stock Purchase Plan (DSPP) | Shareholder, beneficial ownership, holder-of-record, certificate, transfer, gift, register, nominee, voting, or control terms. |
| Donated Stock | Shareholder, beneficial ownership, holder-of-record, certificate, transfer, gift, register, nominee, voting, or control terms. |
| Gifted Stock | Shareholder, beneficial ownership, holder-of-record, certificate, transfer, gift, register, nominee, voting, or control terms. |
| Non-Assented Stock | Shareholder, beneficial ownership, holder-of-record, certificate, transfer, gift, register, nominee, voting, or control terms. |
Check the register, broker or nominee record, transfer agent data, holder-of-record date, beneficial-owner evidence, voting rule, share certificate, gift or transfer document, and jurisdiction.
This page is educational and does not recommend a specific stock, fund, tax treatment, or account choice.
Choose a subsection first. Deeper term pages live inside each subsection, which keeps large topic hubs readable.
A direct stock purchase plan lets investors buy company shares directly from the issuer or transfer agent instead of through a broker.
Donated stock is capital stock transferred without consideration, often to an issuer, charity, or other recipient under specific accounting or tax rules.
Gifted stock is transferred without payment, with basis, holding period, gift-tax, and later capital-gains treatment depending on the rules.
Non-Assented Stock refers to shares whose owners have not agreed to the terms of a takeover bid, highlighting dissent in corporate acquisitions.