The ECE Groupsite will be moving 100% to LinkedIn as of October 1m 2020

Welcome to the home of Equity Compensation Experts (The ECE)


On October 1, 2020, this Groupsite will be shut down however, your membership will remain active on the Linkedin ECE group (
https://www.linkedin.com/groups/65343/).  


This site was created more than a decade ago to provide a networking spot with features that were not yet supported by LinkedIn or other professional networking resources.  If you have not already joined the ECE group on LinkedIn, please use the link above and request to become a member.  It will be approved pretty quickly.

 
This is a FREE group for professionals - Join today

The ECE is a cross-functional resource for professionals who interact with equity programs as part of their job. The goal of the ECE is to help the industry evolve and provide a resource for the discussions and combined knowledge required to support the growth of equity compensation programs.

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All ECE member requests are reviewed to ensure that they meet the membership 

requirements of the group. At this time the group is not accepting recruiters and staffing professionals.

Information from this or any other web site should NEVER be used without first having it reviewed by your own experts and advisers. The ECE does not guarantee the accuracy of the information on this site and in fact, sometimes posts erroneous or controversial information to be reviewed by its members. It is each member's responsibility to ensure the accuracy of the information for the use by them or their clients.

 

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Said: : "A clarification of my earlier point when I indicated "agreement language" - I was refering to the option agreement not the consulting agreement.  Typically one woud say priority.."
Said: : "Q3 - Complicated issue and I suspect not all the facts necessary for resolution are known at this time.  The Unit Certificate says shares were issued so it doesn't appear to be .."
Said: : "Brandon has noted an important distinction, the plan document and the option agreement generally control the terms on which shares of the corporation are to be sold and cannot b.."
Said: : "Karen's response noting that the character of the compensation (whether from employment or consulting) determines whether to withhold is a good one.  What's the practical answer.."
Said: : "I'd be currious to see the plan language that allows a separate contract (the consulting one) to override the termination clause in the plan document or the grant agreement.  Th.."
Said: : "Question 2 -   IF he exercised the ISO after 3 months of his termination, it should have been taxed as an NQ - if it was within the 3 month grace period - then it is an ISO and .."
Said: : "Sorry if I'm not clear here, but I've never encountered quite this situation before. Legal counsel is modifying an existing grant that settles in shares into a grant that settle.."
Said: : "I agree with the answer that the ISO would be treated as an NQ after 90 days, but if he did a same day sale on the ISO within the 90 days and wanted you to withhold, we have bee.."
Said: : "Regarding question number 2.  The IRS wants its tax dollars and so for a terminated employee, the option exercise income must be W-2 income.  I will attempt to find the regulati.."