FIN-98-010


Altering the Terms of Executive Stock Options

February 8, 1998

Menachem Brenner, Rangarajan K Sundaram, David Yermack

ABSTRACT
This paper examines the practice of resetting of the terms of previously-issued executive stock options. We identify the properties of the typical reset option, characterize the firms that have reset options, and develop a model to value options that may be reset. In our sample of 396 executives whose options had terms reset in 1992-95 period, a large majority had exercise prices reset to the market price. This resulted in a reduction of the typical option's exercise price by about 40%. Slightly less than half of these options also had their maturities extended, generally receiving a new expiration of 10 years. We find that resetting has a strong negative relationship with firm performance even after correcting for industry performance. Resetting is also significantly more common among small firms than among large firms. However, few other industry- or firm-specific factors appear to matter. Finally, we find that the possibility of resetting does not have a large impact on the ex-ante value of an option award, but the ex-post gain can be substantial.

Subject: Valuation, Executive Stock Options, Investments/Derivatives (Theoretical, empirical)

Brenner: (212) 998-0323 mbrenner@stern.nyu.edu
Sundaram: (212) 998-0308 rsundara@stern.nyu.edu
Yermack: (212) 998-0357 dyermack@stern.nyu.edu

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