Latest blogs
Stock Option Exercises: Methods, Tax Treatment, and Employer Reporting
Fewer Slack threads. Fewer panicked questions. Learn how participant-facing IPO equity statements reduce confusion around splits, lockups, platform changes, and award summaries during the transition.
Your IPO Isn’t Broken — Your Statements Are
Fewer Slack threads. Fewer panicked questions. Learn how participant-facing IPO equity statements reduce confusion around splits, lockups, platform changes, and award summaries during the transition.
New to rTSR PSUs? What to Think About Upfront
The strongest rTSR PSU programs are built with the full lifecycle in mind: valuation, administration, reporting, communication, and settlement. When those elements are aligned early, rTSR PSUs function as a long-term incentive rather than an ongoing operational burden. If you are new to rTSR PSUs, here are several considerations worth addressing upfront.
SEC Expands Insider Trading Reporting Requirements to Foreign Private Issuers
New SEC rules extend Section 16 insider trading reporting to foreign private issuers. See who’s covered, key deadlines, Form 3 and Form 4 requirements, and compliance steps before March 18, 2026.
The New Rules of Pay Versus Performance
The 2025 pay versus performance cycle revealed which equity programs hold up under real-world scrutiny. Mark-to-market CAP, repeated payout patterns, and peer-relative analytics exposed design choices that will shape credibility, investor confidence, and equity strategy heading into 2026.
The Hidden Costs of In-House Proxy Table Preparation: A Company’s Guide to Risk vs. Reward
Common equity compensation table mistakes under SEC Regulation S-K—and how to avoid disclosure errors that trigger investor and proxy advisor scrutiny.
Equity Compensation Table “Gotchas”: Common Pitfalls and How to Avoid Them
Common equity compensation table mistakes under SEC Regulation S-K—and how to avoid disclosure errors that trigger investor and proxy advisor scrutiny.
