The Equity Grant Agreement serves as a critical document in modern corporate compensation structures. This agreement type emerged as companies, particularly in the technology and startup sectors, sought to align employee interests with company success while conserving cash. Used primarily in the United States, it must comply with SEC regulations, federal tax laws, and state corporate laws. The document specifies crucial details such as grant size, vesting conditions, exercise prices, and transfer restrictions. Companies typically implement Equity Grant Agreements as part of their broader compensation strategy, often in conjunction with employee stock option plans or restricted stock unit programs.
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1. Parties: Identification of the company granting equity and the recipient
2. Background: Context of the grant and reference to any relevant equity plans or board approvals
3. Definitions: Key terms used throughout the agreement including 'Shares', 'Grant Date', 'Vesting Schedule', etc.
4. Grant of Equity: Specific details of the equity being granted, including number of shares/options and type
5. Vesting Provisions: Schedule and conditions for vesting of the granted equity
6. Exercise Terms: For options, the process and conditions for exercising
7. Transfer Restrictions: Limitations on ability to transfer or sell the equity
8. Tax Provisions: Tax obligations and responsibilities of both parties
9. Termination Provisions: Impact of employment termination on the equity grant
1. Change of Control Provisions: Treatment of equity in case of company sale or merger - recommended for startups or companies likely to be acquired
2. Lock-up Provisions: Restrictions on sale during specific periods - recommended for pre-IPO companies or during specific corporate events
3. Drag-Along Rights: Obligation to join in sale of company - recommended for private companies with significant shareholders
4. Right of First Refusal: Company's right to purchase shares before third-party sale - recommended for private companies wanting to control share ownership
1. Schedule A - Vesting Schedule: Detailed breakdown of vesting dates and amounts
2. Schedule B - Notice of Exercise Form: Form to be completed when exercising options
3. Schedule C - Section 83(b) Election Form: Tax election form for immediate taxation of restricted stock
4. Schedule D - Stockholder Rights Agreement: Additional rights and obligations as a stockholder
5. Schedule E - Company's Equity Incentive Plan: Full text of the governing equity plan
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