Stock compensation solutions
for a complex world.

Learn about the challenges firms faced in the first year under Dodd-Frank clawback rules and get a breakdown of the SEC’s April 2025 guidance.

Here are some of the most significant pitfalls of preparing proxy tables, and why meticulous execution is essential.

In the course of working with hundreds of companies every year, we field thousands of questions from every corner of the market. They range from covering the basics for stock-based…

For employees in the UK, the way share-based payments are settled can lead to significant differences in tax treatment. We discuss the recent guidance from UK tax authorities and explain why sell-to-cover may be preferable to net settlement in that jurisdiction.

Profits interest units (PIUs) can be a flexible incentive because they allow holders to participate in the future growth of the business. We explain the ins and outs of PIUs, compare them to common stock structures, and provide tips for implementing a profits interest plan.

In this article, we go through the 10 most common questions we hear from chief financial officers and chief accounting officers when it comes to stock-based compensation.

Discover some of the key trends and best practices from our data and experience shepherding clients through the option exchange process.