Francisco Valli
What Are IRS Forms 3921 and 3922? If you participate in an employee stock plan, you may receive a Form 3921 or Form 3922 during tax season. While these...
Christian Bell
Understanding SEC Pay Versus Performance (PvP) Reporting Requirements Executive compensation has long been a point of focus for investors, regulators, and corporate governance professionals. In recent years, the U.S....
Jessica Hurtado
Why Pay Transparency Matters and How To Improve Yours Employee compensation has historically operated like a private ledger. Salary ranges stayed internal, explanations were thin, and equity was something...
Why Employee Equity Education Matters Most as IPO An IPO is a milestone for any company. For leadership, it’s validation, but for employees, it’s often confusion. We recently discussed...
Why Most Employee Equity Education Fails (And How to Fix It) Employee equity is one of the most powerful tools companies have to drive alignment, retention, and long-term value....
Makenzie Ross
Equity Readiness for IPOs & M&As Transitioning from “Assumption” to “Validation” Preparing for an equity event, whether it’s a public debut or a strategic acquisition, is a defining moment...
Lexi Watson
Precision Meets Partnership Why Technical Excellence and Strong Relationships Are Essential in Today’s Equity Compensation Department Equity compensation teams are operating in one of the most demanding environments the function has...
Bill Worrell
How to Know When It’s Time to Outsource Equity Administration Most HR, Finance, and Total Rewards leaders know the equity function is important, but it often grows faster than...
How to Unlock ROI with Your Equity Awards Equity awards are one of the biggest investments a company can make in its people. The goal is simple: reward employees,...
Why Stock Plan Data Health Checks Matter Stock and options plans are a cornerstone of modern compensation strategies, giving employees a tangible stake in company success. But managing equity...