Getting Started In Employee Stock Options by John Olagues, John F. Summa

Getting Started In Employee Stock Options by John Olagues, John F. Summa
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Getting Started In Employee Stock Options

by John Olagues, John F. Summa


204 pages January 2010

An A to Z guide for understanding employee stock options (ESOs).

In Getting Started In Employee Stock Optionsauthors John Olagues and John Summa provide a full understanding of ESOs and demonstrate how to make the most of them. Page by page this author team, a highly experienced options market maker and a professional trader, share essential information that you¡¯re probably not hearing anywhere else. This book contains the keys to managing and hedging ESO opportunities in addition to important tax and valuation guidance appropriate for the highest executives to the non-officer managers and the newly arrived employee.

Examines essential ESO issues, including tax consequences, risks, and industry pitfalls

Written by an experienced pair of stock option experts

Enables employees and executives to make more informed decisions regarding their stock options grants

Written in a straightforward and accessible style, Getting Started In Employee Stock Options will help protect the value of your options, help you avoid costly mistakes, and allow you to take advantage of certain friendly tax rules. Some of the world's foremost authorities on options have endorsed Getting Started inEmployee Stock Options.


John Olagues is owner of Truth in Options ( Formerly a member of the Pacific Stock and Options Exchange and the Chicago Board Options Exchange, Olagues cofounded Options Research, the first analytical service to provide theoretical options values to market makers and the general public. For years he was considered one of the leading options market makers in the world, having created many of the trading and hedging strategies used today.

John Summa, PhD, is an author, economist, and founder of In 2001, Summa coauthored the Wiley title, Options on Futures: New Trading Strategies


Preface. Chapter 1: Introduction.

Chapter 2: Preliminary Concepts and Definitions.

Chapter 3: Options Valuation and Basic Concepts.

Chapter 4: Risks of holding ESOs (Unhedged).

Chapter 5: Tax Consequences of ESOs.

Chapter 6: Straddle Rule and Tax Implications of Hedging ESOs.

Chapter 7: Management of ESOs and Premature Exercises.

Chapter 8: Comparison of Premature Exercises with Early Withdrawal from IRA.

Chapter 9: Non-Hedging Strategic Choices for Managing Your ESOs.

Chapter 10: Basic Hedging Strategies Overview.

Chapter 11: Constraints on Hedging: Real and Imagined.

Chapter 12: Premature Exercise: Pros and Cons.

Chapter 13: Putting It All Together - The 7% Solution.

Chapter 14: Does Hedging ESOs Undermine Alignment of Interests?

Chapter 15: Why Do Companies Want You to Exercise Prematurely?

Chapter 16: ESO Hedging Case Studies - Google, Yahoo!, and Apple.

Chapter 17: ESO Valuation Methods.

Chapter 18: Comparing Restricted Stock with Employee Stock Options.

Chapter 19: Google Semi-Transferable Options.

Chapter 20: New World Options Plan.

Chapter 21: Understanding Executive Abuses I.

Chapter 22: Understanding Executive Abuses II.

Chapter 23: Understanding Executive Abuses III.

Appendix A: ESO Glossary.

Appendix B: IRA Tax Rules for Options.

Appendix C: Did the SEC Encourage Back-Dating and Spring Loading?

Appendix D: Hedging under 1.1221-2, Straddle Rule 1092 and other Tax Implications of Hedging ESOs.