Search Results
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Jet Blue's Sample CSPP Reporting
Resource | Published December 8, 2021
Sample report on Jet Blue's stock purchase plan. -
Sample 6039 FAQ for Employees
Resource | Published January 12, 2021
Sample FAQ for employees on Forms 3921 and 3922. -
Sample Confirmation of Enrollment
Resource | Published August 13, 2021
This is a sample email that can be sent to employees to confirm their enrollment in your ESPP. It is … -
Sample Presentation on RSUs
Resource | Published March 14, 2022
A sample presentation to explain how RSU awards work to plan participants who are subject to tax in the … -
Sample Grant Agreement Matrix
Resource | Published March 1, 2022
Sample of a spreadsheet that can be used to track provisions in a company's various grant … -
Sample FAQs on Cost Basis
Resource | Published October 7, 2022
Sample FAQs that explain how the cost-basis of shares acquired under equity compensation arrangements … -
Sample Plan Duration Forecast
Resource | Published August 25, 2022
This spreadsheet can be used to estimate future the effect of anticipated future grants and cancellations … -
Sample of ESPP Purchase Scorecard for Management
Resource | Published December 8, 2021
Sample infographic summarizing current purchase under an ESPP and the status of the plan. -
Intuitive Surgical Sample Plan Administration Scorecard
Resource | Published December 8, 2021
A sample scorecard used by Intuitive Surgical's stock plan administration team to report stock plan activity … -
Sample Summary of RSUs for Management
Resource | Published December 8, 2021
Sample scorecard summarizing a quarterly RSU vesting events and plan status for presentation to … -
Sample Rule 10b5-1 Plan Checklist
Resource | Published May 11, 2017
A checklist for implementing Rule 10b5-1 trading plans. -
Sample Implementation Timeline for Equity Plan Administration Solution
Resource | Published December 16, 2019
Sample timeline to implement a new equity plan administration recordkeeping provider and system. -
Sample Email on Cost-Basis Reporting
Resource | Published October 7, 2022
This is a sample email that could be sent to employees to warn them that the cost basis reported on their … -
Sample Document: Purchase Checklist for ESPP
Resource | Published April 19, 2023
Sample checklist of steps that must be completed to process a purchase under a Section 423 qualified … -
Sample Document: Explanation of the ESPP $25,000 Limitation
Resource | Published May 5, 2020
A sample memo explaining the ESPP $25,000 limitation to employees. -
Sample FAQs for a Stock Split
Resource | Published April 13, 2023
Sample FAQs that can be used to explain a stock split to stock plan participants. -
Sample Document: Disqualifying Disposition Survey for ESPP
Resource | Published February 15, 2022
Survey that can be used to ask participants in a Section 423 employee stock purchase plan if they have … -
Stock Ownership Guidelines Sample Checklist and Template
Resource | Published April 17, 2023
A checklist and template that can be used to review executive and director stock holdings and assess … -
Sample Document: Pre-IPO Capitalization Table Template
Resource | Published February 1, 2010
This is an Excel template example of how a pre-IPO company tracks their capitalization. -
Sample RFP for Equity Plan Administration
Resource | Published December 16, 2019
Sample of a request for proposal for a stock plan recordkeeping provider and system.