Blog - Simple List
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Private Company Unicorns: How Expiring Options are Changing Plan DesignOct 3, 2019
Private company unicorns are facing longer paths to IPO, unprecedented valuations, and the potential for options to expire before a liquidity event. Find out how some companies are leveraging plan design to address these issues. -
Four Essential Traits of the Future Stock Plan ProfessionalSep 26, 2019
With rapid technology advancements and shifting workforce demographics, what attributes are essential for the stock plan professional of the future? -
Are You Overvaluing Your ESPP?Sep 23, 2019
Four ways in which your ESPP might be less expensive than you think. -
Networking Tips for IntrovertsSep 4, 2019
Eight tips for networking at events when networking isn't your thing. Number 1 is surprisingly effective. -
SEC Updates Form ID Submission ProcessJul 16, 2019
The SEC's new process for submitting Form ID, in six (sort of) simple steps. -
Protect Your Stock Plan From a RecessionJun 11, 2019
Five questions to ask to determine if your stock plan is recession-proof. Plus, a discount on registration for myStockOptions.com's Financial Planning for Public Company Executives and Directors course in San Francisco. -
Accounting for Modifications of Market ConditionsJun 9, 2019
How to account for modifications to market conditions in fewer than 75 words. -
Growing Your Career in Stock AdministrationMay 2, 2019
Growing your career in the field of stock compensation goes beyond acquiring the knowledge base and managing processes. -
Another Win on Section 16 Share Withholding LitigationApr 23, 2019
Another decision in a short-swing profits recovery suit over share withholding is decided in favor of the insider. -
SEC Updates Item 405 Disclosure and Due Diligence RequirementsApr 8, 2019
The SEC has issues amendments relating to disclosures of Section 16 delinquencies and other Section 16 compliance procedures. -
Excel Tips to Change Your Life: Index/MatchApr 4, 2019
A guest blog by Elizabeth Dodge of Equity Plan Solutions explains why Index/Match is a better solution for looking up data in Excel than VLookup and explains how to use it. Your Excel spreadsheets (and possibly your life) will never be the same! -
Cryptocurrency Compensation: The Next Big Thing?Mar 22, 2019
Virtual token compensation is beginning to gain traction within emerging companies. What do companies need to know about this new form of compensation and will this replace traditional stock plans? -
Accounting for Equity Issued to CustomersMar 11, 2019
The FASB has proposed changes to the accounting treatment of equity-based arrangements issued to customers. Plus a super cute picture of squirrels. -
How Much Are Stock Plan Administrators Paid?Mar 5, 2019
Five sources for benchmark data on stock plan administrator salary and compensation. -
Insider Trading: Who Monitors the Compliance Officer?Feb 14, 2019
A former Apple lawyer who served as an insider trading compliance officer is charged with insider trading. -
Five Trends in Private Company Stock PlansFeb 11, 2019
Grant practices at private companies and how they differ from public companies. Plus, how private companies in Silicon Valley differ from the rest of the country. -
Solving the Challenges of a Global ESPPFeb 4, 2019
When SAP decided to implement a worldwide ESPP, they were faced with the same challenges that any multinational company faces. But unlike many companies, SAP’s took a unique approach to overcoming these challenges. -
Ten Things to Know About Qualified Equity GrantsDec 20, 2018
What you need to know about Section 83(i) and qualified equity grants in ten bullet points and less than 500 words. You won't find a more concise explanation! -
Don’t Miss this Important New Requirement for your ESPP!Dec 14, 2018
Emily Cervino of Fidelity Stock Plan Services explains how new rules for hardship withdrawals from 401(k) plans impact your ESPP. Make sure you're prepared! -
Section 162(m) and Negative Discretion, Part 2Nov 27, 2018
Does this common provision included in almost all performance awards make the awards ineligible for the grandfather under new Section 162(m)?