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The Effects of Short-Selling Threats on Incentive Contracts: Evidence from an Experiment

David De Angelis1; Gustavo Grullon1; Sébastien Michenaud2

1 Rice University · 2 DePaul University

Review of Financial Studies 2017

This paper examines the effects of a shock to the stock-price formation process on the design of executive incentive contracts. We find that an exogenous removal of short-selling constraints causes firms to convexify compensation payoffs by granting relatively more stock options to their managers. We also find that treated firms adopt new antitakeover provisions. These results suggest that when firms face the threat of bear raids, they incentivize managers to take actions that mitigate the adverse effects of unrestrained short selling. Overall, this paper provides causal evidence that financial markets affect incentive contract design. Received May 13, 2015; editorial decision October 17, 2016 by Editor Itay Goldstein.

DOI
10.1093/rfs/hhw105
Volume
30 (5)
Pages
1627-1659
Language
en
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