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Articles & Speeches
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. Articles & Speeches. Articles & Speeches. The Practising Law Institute’s (PLI) 14th Annual Preparation of Annual Disclosure Documents, Executive Compensation (Chicago session), December 14, 2009. Top Tips to Ensure Shareholder Approval of Your Stock Plans. Sign up for Ed's Weekly Newsletter. Equity Compensation Plan Amendments. Plan / Plan Amendment Approval Process. Voting on Equity Plan Proposals.
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Change in Control
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. 162(m) and Performance Measures. Sign up for Ed's Weekly Newsletter. Equity Compensation Plan Amendments. Plan / Plan Amendment Approval Process. Voting on Equity Plan Proposals. Friends of the blog…. Borges' Proxy Disclosure Blog – CompensationStandards.com. Dan Walter's Equity Compensation Experts Blog. Footnoted.org – found in the footnotes. ISS Governance Insight Blog. Go To Top ».
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Polls Archive
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. What is the largest equity compensation challenge you face? Institutional shareholders' requirements (0%, 0 Votes). Proxy advisory groups' requirements (RiskMetrics, Glass Lewis, etc.) (0%, 0 Votes). Running out of shares / granting more than expected (0%, 0 Votes). Cross border/global issues involved with equity (0%, 0 Votes). Determining eligibility for equity grants (0%, 0 Votes). The Corporate...
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162(m) and Performance Measures
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. 162(m) and Performance Measures. 162(m) and Performance Measures. In order to comply with the requirements to qualify compensation as “performance-based compensation” for purposes of Internal Revenue Code Section 162(m), the following provisions must exist in a plan:. Limits on the number of shares or dollar amount that can be awarded to an individual during a specified time period. Melbinger'...
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Plan Features
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. 162(m) and Performance Measures. There are certain provisions that are required to be in stock plans in order to comply with regulatory requirements, including:. The share authorization (number of shares authorized to be granted under the plan),. The maximum term of the plan (typically set to 10 years if the plan is considered a “formula” plan or the formula is limited to 10 years),. Limits on the...
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Special Reports
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. Articles & Speeches. Ed’s Special Reports:. Sign up for Ed's Weekly Newsletter. Equity Compensation Plan Amendments. Plan / Plan Amendment Approval Process. Voting on Equity Plan Proposals. Friends of the blog…. Borges' Proxy Disclosure Blog – CompensationStandards.com. Dan Walter's Equity Compensation Experts Blog. Footnoted.org – found in the footnotes. ISS Governance Insight Blog.
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Vesting
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. 162(m) and Performance Measures. Institutional Shareholder Services (ISS) typically doesn’t care whether vesting provisions are expressed for equity awards under a plan. ISS will note what vesting provisions exist in its narrative disclosure concerning a plan, but they do not drive the ISS vote recommendation. One year minimum vesting for performance-based awards, and. Friends of the blog…. The Co...
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Excel Tools
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. Articles & Speeches. Best technique is to Right Click on the link to the document you’d like, then select SAVE AS and save the file to your local drive before opening. Sample Proposal Project Plan (Excel 2003). Developed with Susan Daley, Allison McBride and Reid Pearson and used at the NASPP 2009 Annual Conference). Sample Proposal Project Plan (Excel 2007). Burn Rate/Run Rate Calculators. This s...
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Share Counting
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. 162(m) and Performance Measures. Institutional Shareholder Services (ISS) views the following types of share counting as “liberal share counting” provisions:. Adding back shares tendered by an option holder to pay for the exercise of an option,. Adding back shares withheld for taxes upon exercise/vesting of an equity award under the plan,. Sign up for Ed's Weekly Newsletter. Melbinger's Compe...
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Institutional Shareholders’
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Ed Hauder's Equity Compensation Blog. About & Contact. 162(m) and Performance Measures. Articles & Speeches. Below are links to selected institutions’ proxy voting guidelines (if publicly available). CalPERS – The California Public Employees’ Retirement System. Calvert Family of Funds. Capital Research and Management Company. The Council of Institutional Investors – CII. Davis Selected Advisers, LP. Dodge and Cox Funds. Fidelity Management and Research. Florida State Board of Administration. Error while ...