Stock Plan Administration
Recent Activity
Elizabeth Pearce (CFO, Matches That Matter)
I joined a startup with a great concept. We've got eight people (and a landlord) accepting equity as compensation ... now I've got to put this on the balance sheet. We have everyone on a "four month project" and have told them we will issue warrants...
Anonymous (Assistant Treasurer)
Anonymous (CFO)
My company went public many years back under different financial leadership. We are on a major exchange. We had some ups and downs and are now having some ups, happily. We are looking at various avenues for raising additional funds to help fuel our expansion. Floating...
Anonymous (CFO)
Our CEO personally gifted shares to four employees - 2 family members and 2 very close friends. He was advised by a premier law firm there might be risk with classification but that based on his relationship and family status with the 4 he would be fine and could defend...
Marilo Calabuig (Controller, Axiom)
I am seeking information on Equity transaction systems for a company that is in a pre-IPO stage. I am very familiar with CapMx from SVB. Their functionality for public companies does not seem to be very robust but if you use CapMx and are in public company, please let me...
Danielle DehmlerBuckley (VP Finance, BlogFrog, Inc.)
Do I have to provide our stock option grantees (employees) with a hard copy of the Stock Option Plan or can I send that to them via email in a PDF and just require an inked signature on the Agreement cover page?
Anonymous (VP Finance/Corp Controller)
What are the accounting entries (the debits, credits and accounts) used for grant accounting of Restricted Stock Units? An example would be great.
Quick question about stock option vesting for some grants we are looking at: Can the vesting date pre-date the grant date? In other words, if we hire someone June 1 but the board meeting to approve their new hire grant is not until July 15th, can we give them vesting that...
Joe Wallin (Partner, Davis Wright Tremaine)
Have you ever wished you’d coined a phrase? I wish I’d coined the phrase “curiouser and curiouser” from Alice in Wonderland. As time goes by, our laws and regulations and accounting pronouncements become, by virtue of amendments, inflation (...
