Discussion Topics

« Return to Forum List

Participant Communication, Education & Decision Support

This forum is dedicated to helping companies to maximize the motivation & retention capacity of their stock plans by discussing the issues & ways to make sure plan participants fully understand, appreciate and get the most out of their awards.

Topic Posts Views Latest Post 
Introduction Started by Bill Dillhoefer / Wed, Jan 7, 2009 6:37 PM 1 143 Profile Image for Bill Dillhoefer
Last post on Jan 7, 2009
by Bill Dillhoefer
Analyzing and Improving Employee Share Purchase Plan Profitability - A Misunderstanding of an ESPP Started by Dan Walter / Fri, Jan 9, 2009 12:14 PM 2 520 Profile Image for Dan Walter
Last post on Jan 9, 2009
by Dan Walter
Hedging EMployee Option Positions Started by Dan Walter / Tue, Mar 31, 2009 12:56 PM 1 268 Profile Image for Dan Walter
Last post on Mar 31, 2009
by Dan Walter
Should I do ESPP w/100% stock match after 3 years (not typical 15% discount & no "immediate sell" option)? - 20 Uune 2009 Started by Dan Walter / Tue, Jun 23, 2009 1:57 PM 1 166 Profile Image for Dan Walter
Last post on Jun 23, 2009
by Dan Walter
Taxes Straddle - Hedgin Employee Stock options from "Turth in Options" web site - 28 June 2009 Started by Dan Walter / Mon, Jun 29, 2009 4:19 PM 1 185 Profile Image for Dan Walter
Last post on Jun 29, 2009
by Dan Walter
Inc.com - How To Guide for Recruiters: Equity as Compensation - 6 Aug 2009 Started by Dan Walter / Thu, Aug 6, 2009 9:05 AM 1 176 Profile Image for Dan Walter
Last post on Aug 6, 2009
by Dan Walter
Interesting Discussion on ESPP - From the participants perspective...9 Aug 2009 Started by Dan Walter / Mon, Aug 10, 2009 9:49 AM 1 305 Profile Image for Dan Walter
Last post on Aug 10, 2009
by Dan Walter
Very Interesting Discussion on Option Exchange from Bogleheads.org - 30 Sep 2009 Started by Dan Walter / Sun, Oct 4, 2009 10:15 PM 1 360 Profile Image for Dan Walter
Last post on Oct 4, 2009
by Dan Walter
Communication: The Key to Performance - 12 Oct 2009 Started by Dan Walter / Tue, Oct 13, 2009 6:55 AM 1 188 Profile Image for Dan Walter
Last post on Oct 13, 2009
by Dan Walter
Managers tend to overvalue stock options vs. restricted stock - 22 Sep 2009 Started by Dan Walter / Thu, Sep 24, 2009 10:02 PM 7 268 Profile Image for John Olagues
Last post on Oct 19, 2009
by John Olagues
How to Manage Your Employee Stock Options Started by John Olagues / Tue, Nov 24, 2009 5:06 PM 1 188 Profile Image for John Olagues
Last post on Nov 24, 2009
by John Olagues
Year-End Strategies For Restricted Stock - 30 Nov 2009 Started by Dan Walter / Sat, Dec 19, 2009 8:53 AM 1 293 Profile Image for Dan Walter
Last post on Dec 19, 2009
by Dan Walter
Valuing Startup Options (for optionees) - 3 Jan 2010 Started by Dan Walter / Mon, Jan 4, 2010 9:57 AM 1 241 Profile Image for Dan Walter
Last post on Jan 4, 2010
by Dan Walter
How To Calculate Cost Basis ESPP - 30 Jan 2010 Started by Dan Walter / Mon, Feb 1, 2010 1:54 AM 1 528 Profile Image for Dan Walter
Last post on Feb 1, 2010
by Dan Walter
Is It Wrong to Hedge Your Own Company Shares? Started by John Olagues / Mon, Mar 1, 2010 5:49 PM 1 172 Profile Image for John Olagues
Last post on Mar 1, 2010
by John Olagues
If You Like a Good Sale, You’ll Love ESPP - 15 Mar 2010 (Is this too "salesy" for an ESPP communication) Started by Dan Walter / Tue, Mar 16, 2010 7:17 AM 2 190 Profile Image for Dan Walter
Last post on Mar 16, 2010
by Dan Walter
About Restricted Stock Awards - Fidelity Investments - 23 March 2010 Started by ECE Administrator / Tue, Mar 23, 2010 11:34 AM 1 187 Profile Image for ECE Administrator
Last post on Mar 23, 2010
by ECE Administrator
LinkedIn Group Established for Equity Compensation Recipients Started by Bill Dillhoefer / Tue, Sep 1, 2009 4:54 PM 18 732 Profile Image for John Olagues
Last post on Apr 3, 2010
by John Olagues
Breakdown of ESPP Taxation for MSFT, and discussion of possible problems with Fidelity-provided information Started by ECE Administrator / Thu, Apr 8, 2010 8:21 AM 1 474 Profile Image for ECE Administrator
Last post on Apr 8, 2010
by ECE Administrator
Overview of Option and Restricted Stock Tax Basics Started by Dan Walter / Sat, Apr 10, 2010 3:40 PM 1 144 Profile Image for Dan Walter
Last post on Apr 10, 2010
by Dan Walter
 

ECE - Equity Compensation Experts
Powered by Groupsite.com

Visibility Public Membership By Invitation or Approved Request Default Profile Professional

Your Status Not Logged-In