Proprietary Tool

Executive Consulting of Raymond James leverages a proprietary tool built by the team to provide objective, proactive advice on two topics that are central to the life of a public company executive: equity compensation and employer stock concentrations.

TRITON℠

Equity Compensation Tool
Customized report designed to aid in decision making including analysis for:

  • Stock option exercise timing & methodology
  • Stock swap exercise illustration
  • 83(b) elections
  • Net unrealized appreciation review

News & resources

Equity Compensation

10/31/2019
A topical review of equity based compensation and the planning is...

Rule 10b5-1 Plans

10/31/2019
A topical review of SEC Rule 10b5-1 and the flexibility it afford...

Concentrations in Employer Stock

10/31/2019
A topical review of the risks associated with concentrating too m...
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Directed Share Program Contact Info:
DSP@RaymondJames.com
833-297-3223

 

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