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Stock Option Experience Study

September 12, 2007

To: Contacts from Potential Contributing Companies

Thank you very much for your interest in contributing data to the Society of Actuaries' groundbreaking new study that will investigate the motivating factors contributing to the exercise of stock options. The initiation of the study has been driven by the recently revised Financial Accounting Standard (FAS) 123(R), which had as one of its goals ensuring that financial statements faithfully represent the fair value of stock option plans, among other share-based compensation.

The SOA has appointed a team of prominent researchers in the area of share-based compensation to conduct the study. Jennifer Carpenter of New York University, along with Richard Stanton and Nancy Wallace of the University of California at Berkley, will lead the effort in consultation with a special task force of stock option plan experts recruited by the SOA.

Data contributions will be treated with the utmost confidentiality and adhere to all data privacy requirements.

Below are links to the following documents that contain information on contributing data:

1. Notice of Intent to Submit Data Form
2. Data Guidelines and Instructions for Submission of Data
3. Confidentiality Form to Sign
4. Frequently Asked Questions on Data Use and Security

 

Deadlines

Please e-mail your company's notice of intent to submit data form by March 1, 2008 to Professor Nancy Wallace.

Please submit your company's data and confidentiality form:

• Professor Nancy Wallace
• Haas School of Business
• University of California, Berkeley
• Berkeley, CA 94720-1900
• ph: 510.642.4732
• e-mail: wallace@haas.berkeley.edu

The data guidelines contain instructions for acceptable forms of data transmission. The confidentiality form will be signed by an authorized SOA Representative and returned to you.

Thank you again for your participation in this important study!

Sincerely,
Steven Siegel, SOA Research Actuary
e-mail: ssiegel@soa.org
ph: 847.706.3578