Requesting Shareholder Approval of an Equity Compensation Plan Toolkit

Use this guide and corresponding tools to streamline your organization’s process for requesting shareholder approval of an equity compensation plan.

  • The Equity Plan Share Request Process & Best Practices Guide outlines the process and who should be involved at each step, plus includes best practices to facilitate a smooth process and increase the likelihood of approval.

Member Tool Access

  • Use the Equity Plan Share Request Checklist to navigate through the equity compensation plan share request process. While each company’s procedures may vary, this checklist provides common steps and key considerations to support a structured and efficient approach. It can also be customized to track the status of actions throughout the process.

Member Tool Access

  • Utilize the Shareholder Voting History & Proposal Tracker to understand how the largest shareholders have voted on past shareholder proposals. By analyzing historical voting trends, companies can better strategize and plan shareholder engagement for new proposals. The spreadsheet can also be used to track votes on current proposals.

Member Tool Access
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