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Derrick Company establishes a stock-appreciation rights program that entitles it

ID: 2634653 • Letter: D

Question

Derrick Company establishes a stock-appreciation rights program that entitles its new president Dan Scott to receive cash for the difference between the market price of the stock and pre-established price of $30 on December 31, 2009 on 40,000 SARs. The date of grant is December 31, 2008 and the required employment period is 4 years. President Scott exercises all of the SARs in 2014. The fair value of the SARs is estimated to be $6 per SAR on December 31, 2009; $9 on December 31, 2010; $15 on December 31, 2011; $8 on December 31, 2012; and $18 on December 31, 2013.

Explanation / Answer

(a) Schedule of Compensation Expense Stock Appreciation Rights

Date

Fair

Value

Cumulative Compensation Recognizable

Percentage Accrued

Compensation
Accrued
to Date

Expense 2009

Expense 2010

Expense 2011

Expense 2012

Expense 2013

12/31/09

$ 6  

$240,000

25%

$ 60,000

$60,000

120,000

$120,000

12/31/10

9  

360,000

50%

180,000

270,000

$270,000

12/31/11

15  

600,000

75%

450,000

(130,000)

$(130,000)

12/31/12

8  

320,000

100%

320,000

400,000

$400,000

12/31/13

18  

720,000

$720,000

(b)

2009

Compensation Expense 60,000

Liability Under Stock Appreciation Plan 60,000

2012

Liability Under Stock Appreciation Plan 130,000

Compensation Expense 130,000


2013

Compensation Expense 400,000

Liability Under Stock Appreciation Plan 400,000

Date

Fair

Value

Cumulative Compensation Recognizable

Percentage Accrued

Compensation
Accrued
to Date

Expense 2009

Expense 2010

Expense 2011

Expense 2012

Expense 2013

12/31/09

$ 6  

$240,000

25%

$ 60,000

$60,000

120,000

$120,000

12/31/10

9  

360,000

50%

180,000

270,000

$270,000

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