Blog - Simple List
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Accounting for Acceleration of Vesting Upon TerminationMay 27, 2020
How to account for acceleration of vesting upon termination of employment, explained in fewer than 75 words. -
Accounting for Modifications to Performance AwardsMay 19, 2020
How to account for modifications of performance award targets and payouts in 75 words or less. -
10b5-1 Plan Best Practices for any Market ClimateMay 14, 2020
Learn about the latest best practices in implementing and monitoring 10b5-1 plans. -
What Happens to Equity Awards in a Furlough?May 7, 2020
How are employees and their equity plan awards affected by short term furloughs? -
Tips to Aid Insiders in Trading During COVID-19Apr 30, 2020
Increased scrutiny from regulators during the pandemic means extra caution for insiders in trading the company's stock. Learn more about the do's and don'ts of insider trading. -
ISS Policy on Performance Award ModificationsApr 28, 2020
The board wants to modify performance targets for both short-term and long-term incentives. Will ISS be okay with this? -
Protecting Against Insider Trading During COVID-19Apr 23, 2020
How should companies protect themselves against insider trading vulnerabilities arising from the circumstances of COVID-19? -
ESPP Procedures for Non-US EmployeesApr 22, 2020
Recommended procedures for your international ESPP processes. -
Life Events and Your Equity PlanApr 16, 2020
Thoughts on some of life's events and how to handle them relative to your equity plan. -
More COVID Relief: Form 144 and Section 83(b) ElectionsApr 13, 2020
Recent announcements from the SEC and the IRS make it easier to file Form 144 and extend the deadline to file Section 83(b) elections. Plus, don't miss our quick survey on COVID-19. -
Working From Home: A TourApr 9, 2020
For a little Friday fun, Barbara Baksa provides a tour of her home office/cat playroom. -
5 Tips to Support Stock Plan Participants Through a CrisisApr 9, 2020
Tips to help your stock plan participants navigate through any crisis. -
The Impact of Volatile Markets on Non-US ParticipantsMar 26, 2020
Marlene Zobayan of Rutlen Associates highlights three key ways that the current market volatility may effect non-US participants and their equity awards. -
Market Volatility and Your ESPPMar 24, 2020
When your stock price is in decline, employees contributions purchase a lot more shares in your ESPP. This can have significant implications in terms of your plan reserve, as well as purchase limitations (including the $25K limit). -
Navigating Times of ChaosMar 19, 2020
In living with the new norms of COVID-19, learn about resources available to navigate uncertainty within our stock plans. -
Market Volatility and Burn RatesMar 17, 2020
How depressed stock prices can burn through your plan reserve and strategies to contain share usage. -
What's New in the European UnionFeb 27, 2020
If you operate a stock plan in the European Union, or are considering doing so, it's essential to get up to speed on the Prospectus Regulation. -
New HSR Thresholds Announced for 2020Feb 25, 2020
Failure to comply with the Hart-Scott-Rodino Act can be a $40,000 per day mistake. Read this blog entry to learn more about the HSR Act and find out what the filing thresholds are for 2020. -
The Case for ESPPs and Upping ParticipationFeb 12, 2020
Why should companies have an ESPP and what can be done to increase participation?