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Insight Overview
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Equity Plans

Tools for Aligning Company Performance and Shareholder Value

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Additional Share Request

The Equilar Additional Share Request solution helps companies ensure equity incentive plans do not negatively impact their long-term objectives. To attract and retain key executives, many compensation packages now include equity awards such as stock options and restricted stock. Equity dilution is a major concern in these situations.

Using industry-set equity burn rate methodology, the Additional Share Request tool incorporates a comprehensive set of analytical tools to accurately estimate the effect of additional share requests. Equilar provides companies with a trusted, independent source of information to help them benchmark overhang and run rates against peer and industry groups.

Equilar Additional Share Request allows you to confidently request additional shares and gain shareholder support of new incentive plans at annual meetings.

Key Features

  • Customizable one-year and three-year burn rate (run rate) and overhang calculations

  • User-defined conversion premiums for full-valued shares

  • Inclusion or exclusion of Stock Appreciation Rights (SARs) or Restricted Stock Units (RSUs)

  • Summary statistics of company dilution levels against peer and industry medians

  • Company peers’ FAS123®assumptions used in their Black-Scholes valuations

  • Russell 3000 additional share requests in recent or upcoming annual meetings

Shareholder Value Transfer Modeler

Equilar Shareholder Value Transfer (SVT) is one of the most heavily relied upon dilution tests to determine how prudently a company is administering its equity programs. The SVT Modeler allows you to project the cost of your equity plan within the context of your industry and peer group, allowing you to more clearly communicate the plan’s value to your shareholders.

Key Features

  • Project your Shareholder Value Transfer with simple step-by-step instructions

  • Analyze the levers that affect the cost of equity plans by utilizing a transparent valuation methodology

  • Benchmark against customizable peer groups or industry peers

  • Evaluating the cost of your equity plan, taking into account available shares, requested shares, fungible ratio, sub-limits and other plan features

  • Comparing the cost of your equity plan to a customizable group of peers, including your GICS6 industry

  • Running what-if scenarios to analyze how adjustments to your shares requested or plan features impact the cost to shareholders

Total Shareholder Return

The Equilar Total Shareholder Return enables your company to accurately measure the performance of different companies’ stocks and shares over a period of time. A flexible interface allows for custom date ranges that can be matched to incentive plan cycles. The Total Shareholder Return calculator can be further tailored with custom peer groups or with the Equilar Market Peers.

Key Features

  • Enter in customized Total Shareholder Return date ranges and match it to incentive plan cycles

  • Seven realizable pay calculations with a side-by-side comparative view

  • Stock Performance Graphs are easily generated

Incentive Plan Analysis

The most detailed and sophisticated data set for performance-based incentive plans.

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