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Articles on Equity Management

Employee Equity: How You Can Get The Shares You Deserve, Even After You Leave

Fidelity Private Shares • Published: Jan 14, 2019

How to Grant Options to an Employee: A Step-By-Step Guide

Fidelity Private Shares • Published: Dec 5, 2018

Company Share Repurchase Windows: Don’t Let Your Employees Walk Away With More Shares Than ...

Fidelity Private Shares • Published: Oct 31, 2018

What Is a Cap Table? And Why It Matters From Day One

Fidelity Private Shares • Published: Jun 25, 2018

What Is a 409A Valuation and Why Does It Matter?

Fidelity Private Shares • Published: Mar 9, 2018

701 Exemptions and You

Jen McPhilimy, Vice President, Private Markets Design • Published: Jun 23, 2017

3 Questions about Equity Alphabet Soup—Answered

Fidelity Private Shares • Published: Mar 6, 2017

The Dirt on Authorized and Issued Shares - An Infographic

Jason Grover, Manager, Private Market Design • Published: Aug 1, 2016

Why Founders Should Have Vesting

Fidelity Private Shares • Published: Jul 15, 2016

Founder Shares: 4 Reasons to Grant Them Right Now

Fidelity Private Shares • Published: Jun 14, 2016

Calculating Percentage of Ownership: Hooray for New Math!

Jen McPhilimy, Vice President, Private Markets Design • Published: May 31, 2016

Incentive Stock Options: Equitable Employee Equity

Jen McPhilimy, Vice President, Private Markets Design • Published: Mar 25, 2016

Aligning Motivations: Setting Up a Stock Incentive Plan

Fidelity Private Shares • Published: Feb 11, 2016

Dilution Decoded - An Infographic

Jason Grover, Manager, Private Market Design • Published: Jan 14, 2016

Authorized Shares: Where Do They All Go?

Jen McPhilimy, Vice President, Private Markets Design • Published: Dec 7, 2015