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EPISODE · Nov 14, 2022 · 36 MIN

Half Empty, Half Full: ESPP Features

from Equity Expert: A Podcast from the NASPP · host National Association of Stock Plan Professionals

Episode Notes: A note on this episode (1:34) Section 423 qualified vs. nonqualified plans (2:13) Fractional vs. whole share purchases (9:21) Cashless funding vs. limiting funding to payroll contributions (17:14) Lookback pricing vs. purchase date only pricing (28:04) Resources Mentioned in This Episode: Four Ideas to Make Your ESPP More Equitable Could Fractional Shares Benefit Your Stock Plan Participants? Overlooked and Underrated: Why Fractional Shares Matter Should You Consider a Cashless ESPP? 2020 NASPP Deloitte Domestic Stock Plan Administration Survey Additional Podcasts in This Series: Half Empty, Half Full: A Closer Look at TSR Awards Half Empty, Half Full: Thoughts on the SEC's Rule 10b5-1 Proposal Half Empty, Half Full: Our Thoughts on Four Stock Plan Topics Support the show

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Episode Notes: A note on this episode (1:34)Section 423 qualified vs. nonqualified plans (2:13)Fractional vs. whole share purchases (9:21)Cashless funding vs. limiting funding to payroll contributions (17:14)Lookback pricing vs. purchase date only pricing (28:04)Resources Mentioned in This Episode: Four Ideas to Make Your ESPP More EquitableCould Fractional Shares Benefit Your Stock Plan Participants?Overlooked and Underrated: Why Fractional Shares MatterShould You Consider a Cashless ESPP?20...

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Half Empty, Half Full: ESPP Features

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