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Taxes and the backdating of stock option exercise dates

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Author Info
Dhaliwal, Dan
Erickson, Merle
Heitzman, Shane

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Abstract

We investigate the backdating of stock option exercises. Before SOX, we find evidence that some exercises were backdated to days with low stock prices. Consistent with a tax-based incentive, these suspect exercises are more likely when the personal tax savings from backdating are higher. However, suspect CEO exercises generate average (median) estimated tax savings of $96,000 ($7,000). These savings appear modest relative to the costs insiders and firms face. We find that the likelihood of a suspect exercise increases in the likelihood of option grant backdating. This suggests that agency problems associated with backdating permeate option compensation in some firms.

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File URL: http://www.sciencedirect.com/science/article/B6V87-4TN82D5-1/2/32af2a6753c2ecc3fdfeceeed16551c7
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Publisher Info
Article provided by Elsevier in its journal Journal of Accounting and Economics.

Volume (Year): 47 (2009)
Issue (Month): 1-2 (March)
Pages: 27-49
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Handle: RePEc:eee:jaecon:v:47:y:2009:i:1-2:p:27-49

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Web page: http://www.elsevier.com/locate/jae

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Related research
Keywords: Stock option compensation Backdating Taxes Insider trading Regulation;

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This page was last updated on 2009-11-7.


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