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Monthly Archives for: March 2017

PSUs and Insider Rules Confound Executive in New Role
31 Mar

PSUs and Insider Rules Confound Executive in New Role

When a rising star is named president for a west coast IT company, she acquires some new and enviable issues. Valeria is an insider, for starters, which means she’ll need to gain pre-clearance for any sale of company stock and is now required to file SEC Forms 3, 4 & 5. What’s more, she’s been granted Performance Stock Units (PSUs), whose features and performance targets are complex but achievable. One year in, she’s beginning to get attractive outside salary offers, so she wants to learn more about what she has.

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