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On January 1, 2013, Orr Co. established a stock appreciation rights plan for its

ID: 2426988 • Letter: O

Question

On January 1, 2013, Orr Co. established a stock appreciation rights plan for its executives. They could receive cash at any time during the next four years equal to the difference between the market price of the common stock and a preestablished price of $16on 430,000 SARs. The market price is as follows: 12/31/13-$21; 12/31/14-$17; 12/31/15-$19; 12/31/16-$20. On December 31, 2015, 60,000 SARs are exercised, and the remaining SARs are exercised on December 31, 2016.

Date

Market
Price

Set
Price

Value
of SARs

Percent
Accrued

Accrued
to Date

Expense

SHOW LIST OF ACCOUNTS

Date

Account Titles and Explanation

Debit

Credit

SHOW LIST OF ACCOUNTS

Date

Account Titles and Explanation

Debit

Credit

On January 1, 2013, Orr Co. established a stock appreciation rights plan for its executives. They could receive cash at any time during the next four years equal to the difference between the market price of the common stock and a preestablished price of $16on 430,000 SARs. The market price is as follows: 12/31/13-$21; 12/31/14-$17; 12/31/15-$19; 12/31/16-$20. On December 31, 2015, 60,000 SARs are exercised, and the remaining SARs are exercised on December 31, 2016.

Explanation / Answer

On January 1, 2013, Orr Co. established a stock appreciation rights plan for its executives. They could receive cash at any time during the next four years equal to the difference between the market price of the common stock and a preestablished price of $16on 430,000 SARs. The market price is as follows: 12/31/13-$21; 12/31/14-$17; 12/31/15-$19; 12/31/16-$20. On December 31, 2015, 60,000 SARs are exercised, and the remaining SARs are exercised on December 31, 2016.

Prepare a schedule that shows the amount of compensation expense for each of the four years starting with 2013. (If the compensation decreases from prior year enter the amount as a negative number in the table e.g. -25,000 or (25,000).)

Value of SARs = (MP -Sp) x 430000 SAR)

On January 1, 2013, Orr Co. established a stock appreciation rights plan for its executives. They could receive cash at any time during the next four years equal to the difference between the market price of the common stock and a preestablished price of $16on 430,000 SARs. The market price is as follows: 12/31/13-$21; 12/31/14-$17; 12/31/15-$19; 12/31/16-$20. On December 31, 2015, 60,000 SARs are exercised, and the remaining SARs are exercised on December 31, 2016.

Prepare a schedule that shows the amount of compensation expense for each of the four years starting with 2013. (If the compensation decreases from prior year enter the amount as a negative number in the table e.g. -25,000 or (25,000).)

Schedule of Compensation Expense Date Market Price set price

Value of SARs = (MP -Sp) x 430000 SAR)

% Accrued Accured To Date Expenses 31/12/13 $21 $16 $2,150,000 25% $537,500 $537,500 ($322,500) 31/12/14 $17 $16 $430,000 50% $215,000 ($322,500) $752,500 31/12/15 $19 $16 $1,290,000 75% $967,500 $752,500 $752,500 31/12/16 $20 $16 $1,720,000 100% $1,720,000 $752,500 b. Liability Under Stock Appreciation Plan. $537,500 Compensation Expense $537,500 Liability Under Stock Appreciation Plan $1,720,000 Cash $1,720,000
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