Submitting Long-Term Incentive Compensation

Actual Value – Mandatory to Submit

1. The data elements are required to be reported by all clients, the only exception to this rule is if your firm does not grant long-term incentive compensation to employees
2. The data elements should be reported at an employee level
3. The data elements should be provided for each applicable award vehicle including the actual number of shares/units/options and the corresponding price/value on the award date
4. For additional data validation purposes, please provide the calculated value in the actual value received by the employee on the award date
5. The individual components of the actual value (number of shares/units/options and price/value) will be used in the market compensation results
6. Refer to the detailed definitions in the input template for more specific guidance.

Guideline Value – Report, as applicable

1. The data elements should be reported by a client that have established grant guidelines values for jobs
2. The data elements should be reported at a job level (for each employee in the job) and expressed as a whole number, not a range, and represent the typical amount provided (e.g. middle or top of the range)
3. For clients using number of share-based guidelines, please compute the value by multiplying the current target number of shares multiplied by the current share price
4. Refer to the detailed definitions in the input template for more specific guidance

Intended Value – Report, as applicable

1. The data elements should be reported by a client that communicates a total equity value to employees. For ongoing employees, this value would be communicated at the award decision date and for new hires, the amount would be included in an offer letter.
2. The intended value may differ from the actual value as a result of differences in stock price between the award decision date and the actual grant date.
3. Refer to the detailed definitions in the input template for more specific guidance