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E*TRADE Directions 2017



Date: May 1, 2017 - May 3, 2017

Time: 5:00AM - 1:00PM

Location: Scottsdale, AZ


  • Get 'em While They're Hot—Post-vest Holding Periods and Navigating the Share Request Process


The implementation of a post-vest holding period for stock awards is rapidly becoming a best practice for many companies. This presentation covers design and application challenges that arise when implementing a post-vesting holding period, practical guidance on handling these potential challenges, and some advantages and disadvantages of certain designs. This session also examines statistics for a handful of U.S. companies that failed to obtain majority approval of a new or amended share request each year. While some of these results are due to self-selection (e.g., companies with bad fact patterns choosing not to go back for shares), an increasing number of companies are adopting non-proxy advisory firm compliant share pools and are still obtaining majority approval. This panel educates you on ISS, Glass Lewis, and some typical investor approaches to review of their equity plan. Further, it provides some alternative approaches to developing a share request size and design that meets your needs, even if you cannot meet the proxy advisory firm standards.

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