The Incentive Stock Option Agreement is a crucial document for companies looking to attract and retain key talent through equity-based compensation. Used extensively in the United States, particularly in growth-stage companies, this agreement provides employees with the opportunity to purchase company stock at a fixed price while receiving favorable tax treatment. The document must comply with specific requirements under IRC Section 422 to maintain its tax-advantaged status, including limitations on exercise price, grant term, and holding periods. It typically includes vesting schedules, exercise procedures, and termination provisions, serving as both a compensation tool and a retention mechanism.
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1. Parties: Identification of the company granting options and the employee receiving them
2. Background: Reference to stock option plan and authorization of grant
3. Definitions: Key terms including Exercise Price, Grant Date, Option Shares, Vesting Schedule
4. Grant of Option: Specific terms of the option grant including number of shares and exercise price
5. Vesting Schedule: Timeline and conditions for option vesting
6. Exercise Procedures: Process and requirements for exercising options
7. Term and Termination: Duration of option and conditions for early termination
1. Change in Control Provisions: Terms affecting options in case of company sale/merger - recommended for companies anticipating possible M&A activity
2. Lock-up Agreement: Restrictions on sale of shares post-exercise - recommended for pre-IPO companies
3. Tax Matters: Detailed tax implications and responsibilities - recommended when complex tax situations apply
1. Notice of Exercise: Form for optionee to exercise options
2. Stock Option Plan: Full text of the company's equity incentive plan
3. Tax Election Forms: Including Section 83(b) election form if applicable
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