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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549FORM 3OMB APPROVALINITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES OMB Number: 32350104 Estimated average burden hours
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How to fill out cash settled restricted stock

01
Obtain the necessary forms from your employer or the stock plan administrator.
02
Read the instructions and gather all the required information and documents.
03
Fill in your personal details, including your name, address, and social security number.
04
Provide information about the restricted stock, such as the grant date, vesting schedule, and number of shares.
05
Determine the cash settlement method and indicate your choice on the form.
06
Calculate any applicable taxes and include this information on the form.
07
Review the completed form for any errors or missing information.
08
Sign and date the form.
09
Submit the form to your employer or the stock plan administrator as per their instructions.
10
Keep a copy of the completed form for your records.

Who needs cash settled restricted stock?

01
Cash settled restricted stock is primarily used by companies to compensate employees or other stakeholders, such as directors or consultants, with a cash payment based on the value of the company's stock. It is utilized in situations where the recipient is not eligible or does not want to receive actual stock shares. This type of compensation can be beneficial for individuals who prefer immediate cash rather than holding stock, or for companies that want to incentivize employees without diluting their ownership stake.
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Cash settled restricted stock refers to shares that are granted to an employee or executive but can only be settled in cash rather than in stock upon vesting. This means that instead of receiving shares, the holder will get a cash payment equivalent to the value of the shares.
Individuals who receive cash settled restricted stock as part of their compensation package are required to report this on their tax filings. Additionally, companies that grant this type of stock may also have reporting requirements.
To fill out cash settled restricted stock, one typically needs to report the grant on their tax return, specifying the number of shares, the date of grant, the date of vesting, and the amount of cash received upon settlement. Consulting a tax advisor for specific forms may also be necessary.
The purpose of cash settled restricted stock is to provide a form of incentive compensation that aligns the interests of employees and shareholders without diluting equity. It can also facilitate liquidity for the employee when the stock is settled in cash.
The information that must be reported typically includes the grant date, vesting schedule, fair market value at the time of settlement, and the amount of cash received. It may also require details about the tax implications and withholding.
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