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Trends in Stock Ownership Guidelines

Trends in Stock Ownership Guidelines




Dec 15,2020 |

Trends in Stock Ownership Guidelines

Data from the NASPP/Deloitte Consulting 2020 Domestic Stock Plan Administration Survey identifies trends in stock ownership guidelines.

Host: Jennifer Namazi, Content Director, NASPP

Guest: Barbara Baksa, Executive Director, NASPP


Episode Notes: 

How prevalent are stock ownership guidelines? 
Methods compaines are using to determine guideline levels (4:53)
Impact of stock price volatility (7:35)
Which types of equity count towards satisfaction of guidelines? (10:48)
How long do employees have to meet the guidelines? (15:43)

Resources mentioned in this episode:

2020 Domestic Stock Plan Administration Survey (NASPP/Deloitte Consulting)
2020 Domestic Stock Plan Administration Survey Executive Summary (NASPP/Deloitte Consulting)
5 Trends in Stock Ownership Guidelines (NASPP Blog)
Top Trends: Plan Administration, ESPPs, Ownership Guidelines, Insider Trading Compliance (NASPP Webcast)
 

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