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Stock Options

Member's Profile
Chris Meek
Title: Accounting Manager
Company: miRagen Therapuetics
(Accounting Manager at miRagen Therapuetics)
We are a small R&D private company in the biopharma industry, less than 50 employees, and currently track our stock options in excel. We are looking to implement a stock option...
Anonymous Member
Anonymous
(VP of Finance)
For example, our BOD meeting is in Feb and occurs every quarter. We have accepted offers which we want to include in Feb approval. But the employees will not be on board until March....
Member's Profile
Ann Carney
Title: COO
Company: Inpria Corporation
(COO at Inpria Corporation)
How have other startups handled stock option vesting during an unpaid leave of absence? We have a key team member who will need to take a 3 month leave of absence in the spring to...
Anonymous Member
Anonymous
(Controller)
I'm expecting some employees to exercise options and I googled to get a stock option exercise template and this form came up. I don't recall former employers issuing this form...
Member's Profile
Joe Wallin
Title: Partner
Company: Davis Wright Tremaine
(Partner at Davis Wright Tremaine)
  Companies and service providers to companies frequently confront this question. Which is better: an Incentive Stock Option (aka a statutory stock option) (an “ISO...
Member's Profile
John Pfeister
Title: Head of Finance
Company: SmartShoot
(Head of Finance at SmartShoot)
Hi, We want to grant options to a new hire on 9/10/14. We are receiving our new valuation, with a valuation date of 8/31/14, at the end of September. Are we allowed to use our old...
Member's Profile
Rondo Brakes
Title: Accounts
Company: Account 101
(Accounts at Account 101)
I am looking to get a basic understanding on the accounting treatment for restrticted stock vesting. The situation is shares have vested but the employee has chosen to have the company...
Anonymous Member
Anonymous
(VP Finance)
I believe there are special debits and credits for paying a consultant in stock options vs cash...What are the debits and credits if a consultant provides $50k of consulting and gets...
Member's Profile
Jim Timmins
Title: Managing Director
Company: Teknos Associates
(Managing Director at Teknos Associates)
IRC 409A became part of the tax code on January 1, 2009.  So, what have we learned in the intervening three years*? One of the biggest surprises to most people is that the issue...
Anonymous Member
Anonymous
(Controller & Operations Mgr)
Our attorney answers, "no, the stock is fully vested, ask your accountant." Our accountant says "I think it is a safe thing to do, because I have heard of the IRS...
Member's Profile
Paul Shapiro
Title: Director of Finance [formerly Interim VP..
Company: Verizon Digital Media (EdgeCast Networks..
(Director of Finance [formerly Interim VP.. at Verizon Digital Media (EdgeCast Networks..)
If an employee leaves in 2012 but has 90 days to exercise their vested ISO's, do we show their unvested shares as Cancelled as of 12/31/11, or do we have to wait until the...
Member's Profile
Steven Prevost
Title: CFO
Company: The Signorelli Company
LinkedIn Profile
(CFO at The Signorelli Company)
As a pre-IPO company, we would like to offer stock incentives to current employees. Can you point me to a good resource to research this topic? Thanks! -Steve
Member's Profile
Jim Timmins
Title: Managing Director
Company: Teknos Associates
(Managing Director at Teknos Associates)
If your company transferred shares to employees during 2013, then it likely faces a deadline for providing information to the employees by January 31, 2014 and to the Internal Revenue...
Member's Profile
Jim Timmins
Title: Managing Director
Company: Teknos Associates
(Managing Director at Teknos Associates)
Six Mistakes to Avoid When Issuing Common Stock Options   October 16, 2013   Whether you are part of an up-and-coming start-up or a more established company, you’...
Member's Profile
Scott Gunn
Title: CFO
Company: In-Transition
(CFO at In-Transition)
I have been telling my Controller about how the Proformative community helps me out with operational issues and he asked that I ask the group for assistance in finding whitepapers and...
Member's Profile
Jim Timmins
Title: Managing Director
Company: Teknos Associates
(Managing Director at Teknos Associates)
In the past, common stockholders had to wait for a company to complete an IPO or to be acquired in order to sell their shares.  But with the reduction in the number of IPOs and M...
Anonymous Member
Anonymous
(Controller)
Is there an off-the-shelf service provider for creating an employee stock option plan?
Anonymous Member
Anonymous
(CFO)
A private California corporation granted stock options to its executive team that were exercised on the same day as grant (83bs have been filed), with a 4-year vesting period.  ...
Anonymous Member
Anonymous
(Board of Directors, Audit Committee Chai..)
We have an exiting employee who has stock options.  We are buying out his vested options, for cash, at just under the 409A valuation price.  It's called out as a...