Compliance
Deadlines, elections and filings that keep your equity clean
Open items
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Overdue
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Due within 15 days
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Filed
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83(b) elections
An 83(b) election must be postmarked within 30 days of the transfer of restricted stock. Missing the window is not curable.
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Form 3921 — ISO exercises
File Form 3921 with the IRS for every ISO exercised during the calendar year, due January 31 of the following year.
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Form 3922 — ESPP transfers
Required for the first transfer of stock acquired under an employee stock purchase plan.
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Rule 701
Rule 701 exempts compensatory equity from registration. Enhanced disclosure is required above $10M of aggregate sales in any 12-month period.
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ASC 718 stock compensation
Grant-date fair value recognized over the requisite service period.
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Form D
Notice of an exempt offering of securities, due within 15 days of the first sale.
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Open items
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