Stock Split FAQs

Sample Email: Five Things You Need to Know About Form 1099-B

Summary of ESPP Purchase for Management

Summary of RSUs for Management

Jet Blue's Sample CSPP Reporting

Sample Confirmation of Enrollment

ESPP Disposition Survey

ESPP Qualifying Disposition Survey

ISO/ESPP Flow Charts: Section 6039 Flow Charts

Example 6039 FAQ for Employees

Sample Email Explaining the $25,000 Limitation

Sample Explanation of the $25,000 Limitation

Sample $25,000 Limit Worksheet for Employees

Sample FAQs on Cost-Basis Reporting

Understanding Compensatory Stock Options

Determining If an 83(B) Election Is Right for You

Change in Control Estimate for Employees

FAQs for a New ESPP

Sample Grant Cover Letter - Award

Sample Grant Cover Letter - Stock Option

Sample Email Notice of Online Grant

Sample Grant Notice--Three Things You Need to Know About Your Grant

Sample Disqualifying Disposition Survey for ISOs

ISO Disqualifying Disposition Notice

Disqualifying Disposition Survey for ESPP

Purchase Checklist for ESPP

ESPP Approvals Checklist

Cost-Basis Reporting Examples for ESPPs

Cost-Basis Reporting Example for RSUs

Cost-Basis Reporting Flow Chart for NQSO

Restricted Stock Flow Charts: Cost-Basis Reporting Flow Chart fo...

Cost-Basis Reporting Flow Chart for RSU (without Deferral)

Cost-Basis Reporting Flow Chart for RSU (with Deferral)

Cost-Basis Reporting Examples for NQSOs

Cost-Basis Reporting Examples for ISOs

Sample Email on Cost Basis

Presentation on ISOs for Employees at Private Companies

Sample Presentation on Stock Options

FAQs on FICA Taxes on RSUs for Retirement-Eligible Employees

Sample Employee Presentation on ESPP, Stock Options, and Awards

Sample Employee Presentation on RSUs

Corp Acquisition: Sample Prospectus and FAQ

Corp Acquisition: Sample Notice to Optionees

ESPP Sample Q&A on Share Shortfall

Sample ESPP Make Whole Q&A

Sample Proposal: Share Deficiency Situation

Example Memo re: Form 3921

Example Memo to Employee re: Form 3922

Example Memo to Employees re: Form 3922 (transfer not at purchase)

Example Memo: Form 3921 Employee Communicaton

Sample 6039 Information Statements

Example Aggregate Forms 3921 and 3922

Underwater Options Exchange Checklist

New RSU Program FAQ

Former Employee FAQ on Restricted Stock Units

ESPP Communications Checklist

Sample RSU Vest Employee Income/Tax Communication

SSAR FAQ:  Introduction to SSARs

SSAR FAQs: Exercising SSARs

SSAR FAQs: Understanding SSARS

Restricted Stock Election to Pay Taxes in Cash

Restricted Stock Tax Payment Election Form

Sample Email Notification Release of Vested Shares

Sample Schedule TO - Initial Communication

ESPP enrollment/change form

ESPP Presentation for Participants

Option Exchange Communication from Plan Administrator

Option Exchange Communication from CEO

Restricted Stock Units FAQ - global use

ESPP FAQ

Sample Additional Communications for Exchange Offer

Sample ESPP Withdrawal Form

Sample Exercise Notice

ESPP Enrollment Form

SAR Exercise Notice (cash settlement only)

SAR Exercise Notice (stock settlement only)

SAR Exercise Notice (Settlement in Cash or Stock)

Restricted Stock Unit Vesting FAQ

Effectively Using Employee Communication to Maximize the Benefit...

Announcement of Restricted Stock Program

Sample Participant Presentation on NQSOs

Sample FAQ on Restricted Stock

Restricted Stock Fact Sheet

Employee Education that Hits the Mark

Director and Officer Questionnaire

Cover Letter - ISO Disqualifying Dispositions

Sample Disqualifying Disposition Survey

Internal Memo on Disqualifying Dispositions

Cover Letter - Restricted Stock Tax Report

Cover Letter - Quarterly Option Tax Report

Sample Exercise Notice

Conversion Election Agreement - Restricted Stock into Restricted...

Restricted Stock Units - Deferral Election Agreement

Form 5 "No Form Required" Certification

Annual Insider Trading Reminder Letter

Sample Power of Attorney

Memo on SEC Requirements Once Insider Ceases to be a Section 16 ...

Sample Insider Trading Policy