Equilar's new Option Exchange Tracker provides clients with the industry's most comprehensive analysis of option exchange and re-pricing program design. Covering eligibility, exchange ratios, exchange vehicles and much more, the Option Exchange Tracker is a one-stop source to fulfill all of your option exchange research needs.
To help you learn more about this new resource, the following section outlines key data fields included in our Option Exchange Tracker:
Program Summary
Program Summary Text
Program Start Date
Program End Date
Program Length (Days)
Options Eligible for Exchange (#)
Options Actually Exchanged/Re-priced (#)
New Shares Granted (#)
Exercise Price of New Options ($)
Cash Exchanged for Options ($)
Eligible Options Summary Text
Notes
Exchange Tranches
Program Summary Text
Eligible Options Summary Text
Tranche 1 though 10 Details (section is repeated as needed based on program size)
Covered Options by Tranche (#)
Exercise Price Range by Tranche
Conversion Ratios by Tranche
Options Converted Into (Options, Stock, Units, Cash, Other)
Effect on Overhang Rate
Options Eligible for Exchange (#)
Options Actually Exchanged (#)
New Shares Granted (#)
Options Outstanding at Year-End (#)
Restricted Shares Outstanding at Year-End (#)
Restricted Units Outstanding at Year-End (#)
Shares Available for Grant at Year-End (#)
Overhang Before Exchange (%)
Overhang After Exchange (%)
Total Overhang Before Exchange (%)
Total Overhang After Exchange (%)
Notes
Exchange Vehicles
Program Summary Text
Eligible Options Summary Text
Options Exchanged For:
Options/SARs (Yes/No)
Stock (Yes/No)
Units (Yes/No)
Cash (Yes/No)
Other (Yes/No)
Notes
Company Financials
Company Sector
Annual Revenue ($MM)
Annual Net Income ($MM)
Fiscal Year End Market Capitalization ($MM)
1-Year Total Shareholder Return (%)
Fiscal Year End Stock Price ($)
Stock Price at Program Start Date ($)
Eligibility
Eligibility Summary Text
Executives Included (Yes/No)
All Employees Included (Yes/No)
Directors Included (Yes/No)
Sources
Link to Original SC TO-I Filing
Link to Final SC TO-I/A Filing
Existing Equilar Corporate Subscribers
• $1,995 for a one-time report
• $2,995 for a report with weekly updates through June 30, 2009
• Buy a one-time Option Exchange Tracker report with your 2009
Insight renewal, and receive weekly updates for free
Non-subscribers and Consultants
• Please call 1-877-441-6090 for pricing
