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Tag Archives for: performance awards

Aging parents, kids in college; change of plans
01 Oct

Aging parents, kids in college; change of plans

Jill and Arshad once scoffed at the term “sandwich generation.” That changed for Jill, the HR benefits leader for a technology company, when they invited Arshad’s mom to move in after their daughters left for college. Higher household expenses and changing equity compensation is creating the law of unintended consequences and new questions they need help answering.

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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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Accelerated Vesting Could Offset Uncertainty in a Merger
05 Dec

Accelerated Vesting Could Offset Uncertainty in a Merger

When company ownership is in play, all assumptions are on the table as to the company’s future and the executive’s own employment. Marcus wondered if his unvested Restricted Stock Units and Nonqualified Stock Options may provide an offsetting windfall for the long-tenured company executive.

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Dividend Equivalent income could make a dream come true
29 Jan

Dividend Equivalent income could make a dream come true

Nick is craving an ocean adventure that’s bound to give him a sense of freedom and accomplishment. As Executive Director for a commercial airline, he wants to strategically use the income from Performance Stock Units to finance what will be an unforgettable trip.

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