The Stock Option Purchase Agreement is a crucial document used when companies want to provide equity incentives to employees, consultants, or other service providers. This agreement, subject to U.S. federal and state securities laws, outlines the complete terms of option grants, including key elements such as exercise price, vesting conditions, and exercise procedures. It's particularly important for startups and growing companies that use equity compensation as a tool for attracting and retaining talent. The agreement must comply with various regulations, including SEC rules, tax laws (particularly IRC 409A), and state-specific requirements.
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1. Parties: Identifies the company granting options and the option holder
2. Background: States the company's stock option plan and intention to grant options
3. Definitions: Key terms including Exercise Price, Option Shares, Vesting Schedule, etc.
4. Grant of Option: Details 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 options and circumstances of termination
8. Transferability Restrictions: Limitations on transfer of options and shares
1. Change in Control Provisions: Terms applying in case of company sale or merger - used for companies considering potential exit events
2. Tax Matters: Specific tax treatment and obligations - used when specific tax elections or clarifications are needed
3. Lock-up Agreement: Restrictions on sale during IPO period - used for companies planning public offering
4. Right of First Refusal: Company's right to purchase shares before sale to third party - used for private companies wanting to control share ownership
1. Notice of Exercise Form: Standard form for exercising options
2. Vesting Schedule: Detailed breakdown of vesting dates and amounts
3. Stockholder Agreements: Referenced agreements affecting option shares
4. Tax Election Forms: Required tax forms (e.g., 83(b) election)
5. Stock Option Plan: Copy or summary of the governing plan
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