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Annual Filing & Reporting Requirements for Global Employee Share Plans

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It is almost the end of the calendar year and time for multinational companies to consider the necessary tax and regulatory filings for global share plans triggered by the close of 2024 (or by the end of a local tax year or company fiscal year different from the CY).

As you consider the steps your company may need to take to start the new year right, please see our Annual Equity Awards Filing Chart, which describes key employee share plan filing and reporting requirements.

Should you have any questions about your company’s filing and/or reporting obligations, please contact your Compensation attorney.

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Author

Lindsay Minnis is a partner at Baker McKenzie in the Employment and Compensation practice. Lindsay leads the New York Office's Global Equity Services practice, which assists multinational companies of all sizes with the design, implementation and administration of their equity compensation plans. Lindsay is a frequent speaker and commentator on global equity topics, in venues including the National Association of Stock Plan Professionals, the Global Equity Organization and the New York Compensation Association. Lindsay focuses her practice on international compensation and benefit programs for global companies. She advises on program design, implementation and compliance issues, including tax considerations, securities filing and disclosure requirements, exchange control rules, labor law exposure, data privacy concerns and other legal issues involved with offering incentive programs in different jurisdictions. She also counsels clients on the effects of mergers, reorganizations, spin-offs or other complex corporate transactions in relation to their benefit and incentive arrangements.

Author

Aimee Rosien is an associate in the Global Equity Services group in Baker McKenzie's San Francisco office. Her practice emphasizes the areas of international equity plans, executive compensation and employee benefits. She is a member of the National Association of Stock Plan Professionals and the Global Equity Organization. Ms. Rosien advises multinational companies in the implementation of their international equity compensation plans, including dealing with issues such as securities law compliance, data privacy, cross-border tax obligations, exchange control and labor law compliance.

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