The resources here are a small subset of the full set of resources cited in the Guide to Equity Compensation, selected for their breadth, notability, or depth on specific issues.
Mark P. Cussen, Investopedia, Introduction To Incentive Stock Options, updated 2017
Alex MacCaw, An Engineerβs Guide to Stock Options, 2013
Andy Rachleff, Wealthfront, The 15 Crucial Questions About Stock Options, 2018
Mary Russell, Stock Option Counsel, Startup Equity Standards: A Guide for Employees, 2014
David Weekly, βpaidβ An Introduction to Stock & Options for the Tech Entrepreneur or Startup Employee, 2012
Investopedia, What Is an Employee Stock Option (ESO)?
Matthew Bartus, Cooley GO, Option Grants: Fully Diluted or Issued and Outstanding
Jay Bhatti, Business Insider, How Startups Should Deal With Cliff Vesting For Employees, 2011
Tahir J. Naim, Fenwick, Section 409A Valuations and Stock Option Grants for Start-up Technology and Life Science Companies
Babak Nivi, Venture Hacks The Option Pool Shuffle (and table of equity ranges), 2017
Leo Polovets, Analyzing AngelList Job Postings, Part 2: Salary and Equity Benchmarks, 2014
Beth Scheer, Homebrew, Compensation at Startups
Scott Edward Walker, VentureBeat, Beware the trappings of liquidation preference, 2010
Joe Wallin, The Startup Law Blog,Top 6 Reasons To Grant NQOs Over ISOs, 2010
Clerky, Legal Concepts for Founders
Anonymous, What I Wish Iβd Known About Equity Before Joining A Unicorn, 2017
Atish Davda, Inc, 5 Questions You Should Ask Before Accepting a Startup Job Offer, 2014
Julia Evans, Things you should know about stock options before negotiating an offer, 2015
Guy Kawasaki, Nine Questions to Ask a Startup, 2006
Sheelah Kolhatkar, The New Yorker, The Tech Industryβs Gender-Discrimination Problem, 2017
Eileen Patten, Pew Research Center, Racial, gender wage gaps persist in U.S. despite some progress, 2016
Leo Polovets, Valuing Employee Options, 2015
Andy Rachleff, Wealthfront, When Should You Exercise Your Stock Options?, 2015
David Weekly, GigaOm, 5 Mistakes You Canβt Afford to Make with Stock Options, 2011
Andy Rachleff, Wealthfront, Stock Options vs. Restricted Stock Units (RSUs): Whatβs the Difference?, 2014
Mary Russell, Stock Option Counsel, Early Expiration of Startup Stock Options - Part 3 - Examples of Good Equity Design by Company Stage, 2017
Joe Wallin, The Startup Law Blog, Incentive Stock Options vs. Nonqualified Stock Options, 2013
Joe Wallin, RSUs vs. Restricted Stock vs. Stock Options, 2014
Steven Ayre, Accelerated Vesting, What Is An 83(b) Election and When Do I Make It?, 2013
Mark P. Cussen, Investopedia, How Restricted Stock and Restricted Stock Units (RSUs) Are Taxed
Barry Kramer, βloginβThe Tax Law that is (Unintentionally) Hammering Silicon Valley Employees, 2015
Joshua Levy and Joe Wallin, The Startup Law Blog, Immediately Exercisable ISOs: The Problems, 2015
Kaye A. Thomas, Fairmark, AMT and Long-Term Capital Gain, 2014
Robert W. Wood, Forbes, Ten Tax Tips For Stock Options, 2010
Babak Nivi, Venture Hacks, How to make a cap table, 2007
Mary Russell, Stock Option Counsel, Can the Company Take Back My Vested Shares?, 2017
Mary Russell, Stock Option Counsel, Early Expiration of Startup Stock Options - Part 1 - A $1 Million Problem, 2017
Mary Russell, Stock Option Counsel, Early Expiration of Startup Stock Options - Part 2 -The Full 10-Year Term Solution, 2017
Dan Shapiro, Vesting is a hack, 2012
Robby Grossman, Negotiating Your Startup Job Offer, 2013
Sheelah Kolhatkar, The New Yorker, Lean Out: The Dangers for Women who Negotiate, 2017
Deepak Malhotra, Harvard Business Review, 15 Rules for Negotiating a Job Offer, 2014
CEFNE (Center for Study and Training in Business Negotiation)
βtoolβTLDR Stock Options and OwnYourVenture are simulators illustrating equity calculations and dilution
Orrick, βdocumentβStartup Forms: Equity Compensation
This Guide and all associated comments and discussion do not constitute legal or tax advice in any respect. No reader should act or refrain from acting on the basis of any information presented herein without seeking the advice of counsel in the relevant jurisdiction. The author(s) expressly disclaim all liability in respect of any actions taken or not taken based on any contents of this Guide or associated content.