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Ed Hauder's Equity Compensation Blog

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Excel Tools

This page contains a number of Excel spreadsheets and other tools developed by Ed Hauder to assist companies with different aspects of their equity compensation plans — from understanding their burn rates and dilution to figuring out share usage projections and how long a share pool might last.  If you use these tools and find them helpful, please let Ed know.  Additionally, if you can think of any way that these tools can be improved or you would like to see a new type of tool, let Ed know too.

NOTE: Best technique is to Right Click on the link to the document you’d like, then select SAVE AS and save the file to your local drive before opening.

This is especially important if you are using Internet Explorer since it doesn’t recognize the extenstions for the 2007 file versions quite right.  Using FireFox, you shouldn’t have an issue just clicking on the link and opening.

  • Sample Proposal Project Plan (Excel 2003) (developed with Susan Daley, Allison McBride and Reid Pearson and used at the NASPP 2009 Annual Conference)
  • Sample Proposal Project Plan (Excel 2007) (developed with Susan Daley, Allison McBride and Reid Pearson and used at the NASPP 2009 Annual Conference).
  • Top Tips to Ensure Shareholder Approval of Your Stock Plans (PDF of all conference materials; developed with Susan Daley, Allison McBride and Reid Pearson and used at the NASPP 2009 Annual Conference)
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  • Polls

    Do you think companies will include negative disclosure about Compensation Risk Disclosure in their 2010 proxies?

    • No (57%, 4 Votes)
    • Yes (43%, 3 Votes)
    • Uncertain (0%, 0 Votes)

    Total Voters: 7

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    • Polls Archive
  • Tweets

    1. CEO bonuses fell 22 pct in U.S. in 2009 - report | Reuters http://goo.gl/uSx6March 10, 2010 1:23
    2. SEC Allows Two Banks to Omit Bonus Banking Proposal - Governance http://goo.gl/QRyHMarch 10, 2010 1:03
    3. For CEO Pay, a Single Number Never Tells the Whole Story - WSJ.com http://goo.gl/8qXWMarch 6, 2010 3:48
    4. How Much Does Pay Matter? - WSJ.com http://goo.gl/qkyCMarch 5, 2010 1:41
    5. Criticism of Executive Pay Rules Is Just 'Spin': Pay Czar - CNBC http://www.cnbc.com/id/35714202March 5, 2010 1:40
    6. RiskMetrics to Hold 2010 Proxy Season Preview Webcast on March 9 - Governance http://goo.gl/CFwNMarch 5, 2010 1:28
    7. Has 'Say on Pay' Reached a Tipping Point? - Governance http://goo.gl/5NU8March 4, 2010 7:38
    8. Stock Options Still Popular in Silicon Valley - WSJ.com http://goo.gl/nugvMarch 4, 2010 1:18
    9. MSCI Agrees to Acquire RiskMetrics - WSJ.com http://goo.gl/wt9rMarch 2, 2010 2:35
    10. RiskMetrics Group -- SOLD! RiskMetrics Group- Investor Relations - Financial News Release http://goo.gl/CwDlMarch 2, 2010 1:02
    11. FT.com / FTfm / Regulation and governance - Failings of US disclosure-based regulation http://goo.gl/C2w6March 1, 2010 2:53
    12. Performance measures used by defense contractors discussed in story on new RFP for fuel tanker | AVIATION WEEK http://goo.gl/gyBJMarch 1, 2010 2:50
    13. FTSE non-executive directors see pay rise 5.1pc - Telegraph http://goo.gl/pavmMarch 1, 2010 2:44
    14. Slow going for China's reform of executive pay - MarketWatch http://goo.gl/u4CzMarch 1, 2010 2:44
    15. UK Directors' pay: Inflation-busting pay rises for non-executive directors - Business News, Business - The Independent http://goo.gl/pm9WMarch 1, 2010 2:43
    16. Firms Move Gingerly to Rescind Salary Cuts - WSJ.com http://goo.gl/SeyuMarch 1, 2010 1:47
    17. Citi, BofA pay banking heads more than CEOs | Reuters http://goo.gl/2akHFebruary 27, 2010 1:01
    18. Some CEOs Are Selling Their Companies Short - BusinessWeek http://goo.gl/XPC0February 27, 2010 12:31
    19. How Hedges Work - BusinessWeek http://goo.gl/xZQaFebruary 27, 2010 12:30
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    • Exequity's ProxEASE Tool for 280G Excise Tax Calculations
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    • Borges' Proxy Disclosure Blog – CompensationStandards.com
    • Dan Walter's Equity Compensation Experts Blog
    • Equilar CEO Blog
    • footnoted.org – found in the footnotes
    • Melbinger's Compensation Blog – CompensationStandards.com
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    • The Advisors Blog – CompensationStandards.com
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