Yes. Stock information will help you determine if an individual should be considered an “owner” of an ineligible company, and whether they can participate in your accredited CE activity. According to the ACCME:
- An individual that owns stock in a publicly traded ineligible company is NOT considered an owner.
- An individual that owns stock in a privately traded ineligible company IS considered an owner (but those who simply have stock options in the company are not).
If you determine that the individual is an owner, you must exclude him/her from participating in your accredited CE activity. There are three special (and rare) exceptions, which you can read about here.
