Resources - Simple List
-
Equity Incentives Design Survey: Time-Based Stock Options and Stock Appreciation RightsDecember 17, 2024
This section of the survey reports on trends in the usage and design of time-based stock options and stock appreciation rights (SARs). -
Equity Incentives Design Survey: Performance-Based AwardsDecember 17, 2024
This section of the survey covers the design and use of performance awards, including performance periods and metrics, payout ranges, termination provisions, dividends, and deferred payouts. -
Equity Incentives Design Survey: Time-Based Full Value AwardsDecember 17, 2024
This section of the survey reports on trends in the usage and design of time-based full value awards, including restricted stock and units. -
Equity Incentives Design Survey: Plan DesignDecember 17, 2024
This section of the survey reports on prevalence of award types and eligibility, grant guidelines, change in control and retirement. -
Equity Incentives Design Survey: Participant ProfileDecember 17, 2024
This section of the survey reports aggregate data on the survey respondents, including company size and location, and employee locations. -
Sample Document: Pre-IPO Capitalization Table Template
December 05, 2024
This is an Excel template example of how a pre-IPO company tracks their capitalization. -
Sample Document: Calculation of Stock Option Valuation Using Black-Scholes Model
July 01, 2005
This is an Excel template used to show the formula for calculating fair value of stock options using the Black-Scholes method. -
Sample Document: Calculation of ESPP Valuation Using Black-Scholes
July 01, 2005
This is an Excel template used to show an example calculation of fair value for an employee stock purchase plan (ESPP) using the Black-Scholes accounting method. -
A Word from the Director: Winter 2021February 17, 2021
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
-
Data Snapshot: Mobile Employees
May 13, 2021
Data on the current and future outlook for post-pandemic employee mobility. -
Chapter News: Spring 2021
May 13, 2021
Happenings at your local NASPP chapter in the spring of 2021. -
Administrators Corner: Preparing for Post-Pandemic Mobile EmployeesMay 13, 2021
This article explores ways that corporate compliance related to mobile employees is changing during and after the COVID-19 pandemic. -
Top Ten List: Implementing a Compliance Program for Mobile EmployeesMay 13, 2021
Developing tax compliance procedures for mobile employees can feel like a daunting task. Here are ten steps to set you on the right path. -
Modern Mobility
May 13, 2021
This article addresses the tax issues related to those remote employees who are working in a tax jurisdiction different from their employment location. -
A Word from the Director: Spring 2021
May 13, 2021
Introductory article with thoughts and insights on this Advisor issue's contents from NASPP Executive Director Barbara Baksa. To view this article, join or login. -
Data Snapshot: Participant Presentations
August 18, 2021
The frequency and delivery methods of stock plan presentations offered to employees. -
Administrators Corner: Better Emails and More
August 18, 2021
Tried and true ways to grab the attention of your stock plan participants. -
Top Ten List: Mistakes Employees Make
August 18, 2021
Help your employee make smarter decisions about their equity awards.