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Restricted Stock Grant Agreement

Restricted Stock Grant Agreement Template for United States

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Key Requirements PROMPT example:

Restricted Stock Grant Agreement

"I need a Restricted Stock Grant Agreement for my technology startup to grant 50,000 shares to our new CTO, with a four-year vesting schedule starting March 1, 2025, and including special provisions for accelerated vesting in case of acquisition."

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Document background
The Restricted Stock Grant Agreement serves as a crucial document in equity compensation strategies, particularly in the United States corporate environment. It is used when companies want to provide employees with actual shares of stock (rather than options) that vest over time, typically as part of compensation or retention programs. The agreement must comply with SEC regulations, IRS requirements (particularly Section 83), and applicable state laws. This document outlines the complete terms of the stock grant, including vesting conditions, restrictions on transfer, and various scenarios such as employment termination or company sale.
Suggested Sections

1. Parties: Identifies the company granting the stock and the recipient employee/contractor

2. Background: Explains the context of the grant and references any relevant equity incentive plan

3. Definitions: Key terms including 'Restricted Stock', 'Vesting Date', 'Service Condition', etc.

4. Grant of Restricted Stock: Details of the stock grant including number of shares and grant date

5. Vesting Schedule: Specific conditions and timeline for vesting of the restricted stock

6. Transfer Restrictions: Limitations on ability to sell, transfer, or encumber the shares

7. Termination Provisions: Treatment of restricted stock upon various termination scenarios

Optional Sections

1. Tax Matters: Section 83(b) election information and tax implications - used when recipient may want to make an 83(b) election

2. Stockholder Rights: Voting and dividend rights during restriction period - used when company wants to specify these rights explicitly

3. Change in Control Provisions: Impact of corporate transactions on vesting - used when company anticipates potential M&A activity

Suggested Schedules

1. Form 83(b) Election: Template for filing Section 83(b) election with IRS

2. Vesting Schedule: Detailed breakdown of vesting dates and conditions

3. Stock Power: Form to transfer shares back to company if vesting conditions not met

4. Spousal Consent: Consent form for married recipients in community property states

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Clauses



























Industries

Securities Laws: Primary federal securities regulations including Securities Act of 1933 (particularly Rule 144 for restricted securities), Securities Exchange Act of 1934, State 'Blue Sky' laws, and SEC regulations regarding registration and exemptions

Tax Laws: Key tax regulations including Internal Revenue Code Section 83 (restricted property transfers), IRC Section 83(b) election provisions, IRC Section 409A (deferred compensation rules), and relevant state tax implications

Employment Laws: Employment-related regulations including Employee Retirement Income Security Act (ERISA), state employment laws, and Fair Labor Standards Act (FLSA)

Corporate Laws: Applicable corporate legislation including state corporate laws (e.g., Delaware General Corporation Law), company's articles of incorporation and bylaws

Stock Plan Requirements: Internal company requirements including equity incentive plan, shareholder approval requirements, and Board of Directors' resolutions

Exchange Requirements: If company is publicly traded, requirements from exchanges such as NYSE or NASDAQ listing requirements and disclosure obligations

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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