Burn Rate

Yule Logs and Burn Rates!

It is that time of year again when folks are either frantically trying to finish things up before the holidays hit or year-end.  To add to the pandemonium (or usual stress levels this time of year), ISS this morning released its Burn Rate Benchmarks for 2017.  These benchmark rates will apply to companies with meeting on or after February 1, 2017.

As in the past, below is a 2017 Burn Rate Calculator that I programmed to help folks figure out what their Burn Rate might be under these new benchmarks. You will have to have an estimate of your volatility and information about your equity grants (or, for performance-based awards, shares earned, assuming your disclosures are up to ISS-snuff – see ISS’ Equity Compensation Plan FAQs #19) over the past 3 years.

Exequity_Burn_Rate_Calculator_2017

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ISS Burn Rate Caps: 2009 to 2015

This presentation details the ISS burn rate caps for the period 2009 to 2014 and the ISS burn rate industry benchmarks for 2015, and discusses the changes made to burn rate for 2015, including moving it firmly into the Equity Plan Scorecard Policy.

 

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ISS Burn Rate Caps: 2009-2014

This presentation explains the ISS Burn Rate methodology, the ISS 2014 Burn Rate Caps, and provides a historical perspective on the ISS Burn Rate Caps from 2009 through 2014:

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New 2014 Burn Rate Calculator Posted

Since ISS released its updated Burn Rate Caps table for 2014 on December 19, 2013, I have updated the Burn Rate Calculator to reflect the caps for 2014.  The calculator will enable you to calculate your ISS burn rate and traditional run rate for 2014 with just a few inputs.  The Burn Rate Calculator is kept under Reference Materials / Excel Tools and can be accessed at:

http://edwardhauder.com/reference-materials/excel-tools/brc2014/

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2013 ISS Burn Rate Calculator Posted

I have just posted my 2013 ISS Burn Rate Calculator.  You simply have to add n a few details about your company, its equity grants and weighted average common shares outstanding for the past 3 years and it will calculate your ISS Burn Rate for 2013.  You will also need to know your volatility and 4-digit GICS code to get valid information about the ISS Burn Rate Cap that applies to your company for 2013.

Right click the link below and save the file to your computer and then enter the requested data and the 2013 ISS Burn Rate will be calculated.

2013 Burn Rate Calculator

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