

![]()
Participation Deadline
![]()
Preliminary Results
Early March

Time to Complete
![]()
Confidentiality*
Registration Required
All participants must first register to participate in the survey here. Once registered, you will receive an email within 2 business days with your direct access link to complete the survey.
Who Should Participate?
Professionals with some responsibility for designing or managing an equity plan at a private company offering stock-based compensation (not profits interests or capital interests).
HR leaders
Finance teams
Advisors
Please submit only one response per company.
Why Participate?
Benchmark your practices against peers
Understand trends and best practices
Identify gaps and opportunities for your program
Keep your program competitive
Make decisions and build your case based on current data
Help establish an essential benchmarking resource
Key Questions
You'll Get Answered
Survey Topics
Industry classifications of respondent companies
Company size (e.g., employee count)
Stage on the IPO or exit trajectory
Types of equity vehicles granted by private companies
Participation rates, equity overhang, and burn rates
Use of equity awards for board members, contractors, and other nonemployees
Guidelines for grant sizing, ongoing equity awards, and global equity programs
Use of incentive stock options (ISOs) and nonqualified stock options (NQSOs)
Employee levels that typically receive option grants
Common vesting schedules for stock options
Post-termination exercise periods (PTEPs)
Valuation methods used for stock option accounting and expense purposes
Types of time-based awards offered (e.g., restricted stock, restricted stock units)
Employee levels eligible for time-based awards
Whether vesting is contingent on an IPO or change in control (CIC)
Methods used to facilitate tax withholding and payment obligations
Employee populations that receive performance-based equity awards
Types of performance metrics and conditions used
Typical performance periods for private company awards
Equity administration tools and technology platforms
Internal staffing and recordkeeping practices
Use of artificial intelligence (AI) in equity plan management
Common approaches to private company stock valuation
Employee education and communication strategies related to equity compensation
This survey is administered jointly by the NASPP, Certified Equity Professional Institute (CEPI), and Pave.


Survey Guidelines for Participants
Issuers must participate in the survey to receive access to the full survey results
Survey must be completed by May 9
Only public companies that offer stock compensation to their employees may participate
Survey respondents must have some level of responsibility for designing, managing, or reporting on their company's equity program
Service providers are ineligible to participate
Open only to public companies issuing stock compensation
Only one response per company
Participation required for results
The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over three decades of leadership providing expert resources, education and other benefits for nearly 6,000 members across 18 affiliated chapters.