Employee Stock Purchase Plans

Update: UK Government Publishes Changes to Law on Share Buy Backs

by Gemma Formby, Iain Wright | Morgan Lewis on 3/21/2013

Changes aim to help companies make greater use of employee share schemes and equity arrangements. On 19 March, the revised draft of the UK Companies Act 2006 (Amendment of Part 18) Regulations 2013, including final...more

The Owner’s Manual - Winter 2013

by Duane Morris LLP on 2/25/2013

In This Issue: Introduction; Partnering with Private Equity Firms; Beyond Bank Borrowing: Mezzanine Funds & Growth Captial; The Auction Block: Finding the Right Buyer for Your Company; First Steps: “Don’t Let Your Exit...more

Annual Reporting Requirements for Incentive Stock Options and Employee Stock Purchase Plans

by Christine McCarthy, Michael Yang | Orrick, Herrington & Sutcliffe LLP on 1/29/2013

Annual Information Statements and IRS Returns - Requirement to Report - For any exercise of an incentive stock option (ISO) or transfer of a share previously purchased pursuant to a tax-qualified employee stock...more

Reminder: January 31, 2013 Deadline for Employers to Report Incentive Stock Option (ISO) Exercises and Employee Stock Purchase...

by Jamison Hinkle | Smith, Anderson, Blount, Dorsett, Mitchell &... on 1/25/2013

With rebounding stock prices and significant tax uncertainty in 2012, many employers saw optionees elect to exercise in-the-money stock options last year. For some, especially smaller employers and/or private companies, these...more

Reminder: Information Statements Due by January 31, 2013, for 2012 Incentive Stock Options and Employee Stock Purchase Plan...

by Michael Frank, Wells Miller | Morrison & Foerster LLP on 1/17/2013

This is a reminder to public and private companies that grant incentive stock options (“ISOs”) or maintain a tax-advantaged employee stock purchase plan (“ESPP”). Under IRS regulations, these companies must provide...more

Reminder to Perform Annual ISO/ESPP Reporting in January 2013

by Sheppard Mullin Richter & Hampton LLP on 1/16/2013

As discussed in our December 16, 2010 blog article, the IRS issued final regulations in 2009 under Section 6039 of the Internal Revenue Code (the "Code") that require Employers to annually furnish each employee who exercised...more

Executive Compensation Alert: IRS Filing and Reporting Requirements for ISO Exercises and ESPP Stock Transfers

by Sofia Chesnokova, Marshall Mort, Scott P. Spector | Fenwick & West LLP on 1/10/2013

This Client Alert is intended to remind you of certain year-end reporting requirements under Section 6039 of the Internal Revenue Code of 1986, as amended (the “Code”), with respect to stock issued to employees (or former...more

Annual Notices for ISOs and ESPPs due January 31, 2013

by Ropes & Gray LLP on 1/9/2013

Each January, companies that grant incentive stock options (ISOs) are required to provide notices to current and former employees who exercised ISOs during the preceding calendar year. Similar notices must be given to current...more

Global Perspectives - Fall 2012

by Sophie Borenstein, Jeremy Glover, Craig P. Tanner | Reed Smith on 12/29/2012

In this issue: - Important Changes to Employee Share Plans in UK - Significant Changes to Stock Options and RSUs (free shares) in France - Year-End Global Stock Plan Reporting Requirements -...more

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