Equity Stock Compensation Process Flow

Subscriber Content
Screenshot of the first page of Equity Stock Compensation Process Flow

This process flow outlines detailed steps for the following: stock award approval for equity plans, option pricing, and stock award grants to employees and non-employees; modifications; stock award processing; stock option exercises with month-end reconciliation and payment of taxes; vesting of restricted stock units; award cancellation; employee stock purchase plan covering stock purchase, terminations, and ESPP reconciliation; stock-based compensation expenses for ESPP and modification accounting; stock-based compensation accounting and compliance; stock compensation related to non-employee based awards and performance-based awards; and Equity Edge SOC 1 reports. This document should be used as a general guide to understand and review this business process. Organizations should customize this tool to ensure that it reflects their business operations and continuously monitor the process to ensure that the steps described are accurate.

Free Trial

Sign up for a free, no-obligation trial to start exploring our timesaving, valuable resources.