The Equity Award Agreement serves as a crucial document in U.S. corporate compensation practices, used when companies want to align employee interests with shareholder value through equity-based incentives. This agreement type is particularly common in startups and established companies looking to attract and retain talent. The document must comply with SEC regulations, IRS requirements, and state corporate laws. A well-drafted Equity Award Agreement typically includes vesting schedules, exercise provisions, termination clauses, and tax considerations, while also protecting the company's interests through various restrictions and conditions.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Your data doesn't train Genie's AI
You keep IP ownership of your docs
1. Parties: Identification of the company and award recipient
2. Background: Context of the award and reference to equity plan
3. Definitions: Key terms used throughout the agreement
4. Grant of Award: Details of the equity award including type, amount, and price if applicable
5. Vesting Schedule: Timing and conditions for vesting of the award
6. Exercise Terms: Process and conditions for exercising the award
7. Termination Provisions: Impact of employment termination on the award
1. Change in Control Provisions: Treatment of award in case of company sale/merger - recommended for companies anticipating potential M&A activity
2. Tax Withholding: Mechanisms for handling tax obligations - recommended when company will handle tax withholding
3. Restrictive Covenants: Non-compete and confidentiality provisions - recommended when additional employee restrictions are desired
1. Vesting Schedule: Detailed breakdown of vesting dates and amounts
2. Notice of Exercise Form: Template for exercising options
3. Tax Election Forms: Including 83(b) election form if applicable
4. Equity Plan Summary: Key terms of the underlying equity plan
Find the exact document you need
Pro Buyer Stock Purchase Agreement
A U.S.-governed agreement for stock acquisition with enhanced buyer protections and comprehensive seller warranties.
Download
Stock For Services Agreement
A U.S.-governed agreement where company stock is issued as compensation for services rendered, subject to federal and state securities laws.
Download
Stock Rental Agreement
A U.S.-compliant legal agreement governing the temporary transfer of securities between lenders and borrowers, subject to SEC regulations and federal securities laws.
Download
Share Purchase Agreement Short Form
A streamlined U.S. legal agreement for the sale and transfer of company shares, containing essential transaction terms and basic warranties.
Download
Founders Restricted Stock Purchase Agreement
A U.S.-governed agreement documenting founders' purchase of restricted company stock, including vesting terms and transfer restrictions.
Download
Founder Repurchase Agreement
A U.S. legal agreement governing the company's repurchase of shares from a founding member.
Download
Stock Pledge And Security Agreement
A U.S.-governed agreement that creates a security interest in shares of stock as collateral for an obligation, subject to UCC regulations.
Download
Stock Surrender Agreement
A U.S. legal document that facilitates the voluntary return of shares from a stockholder to the issuing corporation.
Download
Right Of First Refusal Stock Purchase Agreement
A U.S.-governed agreement granting designated parties priority rights to purchase company shares before they can be sold to third parties.
Download
Phantom Unit Agreement
A U.S. legal agreement providing employees with synthetic equity rights that mirror stock ownership benefits without actual share transfer.
Download
Convertible Loan Stock Agreement
A U.S.-governed agreement establishing terms for convertible loan stock issuance, including conversion rights and compliance with securities laws.
Download
Stock Compensation Agreement
A U.S.-compliant legal agreement governing the terms of stock-based compensation between a company and its employees or service providers.
Download
Stock Power Agreement
A U.S. legal document authorizing the transfer of share ownership from one party to another.
Download
Stock Option Exercise Agreement
A U.S.-governed agreement documenting the exercise of stock options and purchase of company shares by an option holder.
Download
Startup Employee Equity Agreement
A U.S.-governed agreement defining terms for granting equity compensation to startup employees.
Download
Incentive Stock Option Agreement
A U.S.-governed agreement granting employees the right to purchase company stock at a set price with tax advantages under IRC Section 422.
Download
Founders Stock Agreement
A U.S. legal agreement governing the terms of founders' equity ownership, typically under Delaware law.
Download
Employee Stock Purchase Agreement
A U.S. legal agreement establishing terms for employee purchase of company stock, typically at a discount, while ensuring compliance with federal and state securities laws.
Download
Stock Appreciation Rights Agreement
A U.S. legal agreement granting employees the right to receive the increase in value of company stock over time, without share ownership.
Download
Agreement To Transfer Shares Of Private Limited Company
A U.S.-governed agreement documenting the transfer of ownership of shares in a private limited company between parties.
Download
Share Block Sale Agreement
A U.S. legal agreement governing the sale of a substantial block of shares between parties, subject to federal and state securities laws.
Download
Stock Warrant Agreement
A U.S.-governed agreement granting rights to purchase company stock at specified terms and conditions.
Download
Non Qualified Stock Option Agreement
A U.S.-governed agreement granting rights to purchase company stock at a set price, without special tax benefits.
Download
Share Sell Agreement
A U.S.-governed legal agreement documenting the sale and transfer of company shares between parties.
Download
Stock Lease Agreement
A U.S.-governed agreement establishing terms for temporary transfer of stock ownership rights between lessor and lessee.
Download
Stock Distribution Agreement
A U.S. legal agreement governing the distribution of company shares to specified recipients, ensuring compliance with federal and state securities laws.
Download
Share Vesting Agreement
A U.S. legal agreement that establishes the terms and schedule by which granted shares become fully owned by the recipient over time.
Download
Sale Of Shares Contract
A U.S.-governed agreement for the sale and transfer of company shares between parties, outlining terms, conditions, and regulatory compliance requirements.
Download
Stock Investment Agreement
A U.S.-governed agreement documenting terms and conditions for purchasing company shares, ensuring compliance with federal and state securities laws.
Download
Restricted Stock Grant Agreement
A U.S. legal agreement governing the grant of company stock to employees subject to vesting and restrictions.
Download
Phantom Stock Award Agreement
A U.S. legal agreement granting synthetic equity rights that mirror stock ownership benefits without issuing actual shares.
Download
Equity Award Agreement
A U.S. legal document establishing terms for granting company equity to employees or other eligible recipients.
Download
Stock Grant Agreement
A U.S. legal document governing the terms of direct stock grants from a company to recipients, typically employees or service providers.
Download
Stock Redemption Agreement
A U.S. legal agreement governing a corporation's repurchase of its own shares from existing shareholders.
Download
Stock Option Award Agreement
A U.S.-governed agreement granting rights to purchase company stock at a set price under specified conditions.
Download
Partnership Share Transfer Agreement
A U.S. legal agreement documenting the transfer of partnership interests between parties, subject to federal and state partnership laws.
Download
Founder Stock Purchase Agreement
A U.S. legal agreement governing founders' initial purchase of company stock, including terms, conditions, and vesting schedules.
Download
Share Mortgage Agreement
A U.S. legal agreement creating a security interest over shares in favor of a lender, governed by federal securities laws and state regulations.
Download
Preferred Stock Purchase Agreement
A U.S. legal agreement governing the sale and purchase of preferred stock, including investment terms and shareholder rights.
Download
Stock Option Cancellation Agreement
A U.S.-governed agreement that formalizes the cancellation of previously granted stock options and outlines the terms of surrender.
Download
ұԾ’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ұԾ’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
We are ISO27001 certified, so your data is secure
Organizational security:
You retain IP ownership of your documents and their information
You have full control over your data and who gets to see it
.png)