GoDaddy Inc.GDDY

GoDaddy Inc. Stock Compensation Disclosure

10-KFiled Feb 25, 20262 min read
Equity-Based Compensation Plans
Equity Plans
On June 6, 2024, our stockholders approved the adoption of the GoDaddy Inc. 2024 Omnibus Incentive Plan (the 2024 Plan), which replaced our 2015 Equity Incentive Plan on a prospective basis. As of December 31, 2025, 7,525 shares were available for issuance as future awards under the plan.
On June 6, 2024, our stockholders also approved the adoption of the GoDaddy Inc. 2024 Employee Stock Purchase Plan (the 2024 ESPP), which replaced the 2015 Employee Stock Purchase Plan on a prospective basis. As of December 31, 2025, 4,020 shares were available for issuance as future awards under the plan.
Equity Plan Activity
We have not granted stock options since 2020. The following table summarizes activity of historically granted stock options:
Number of
Shares of Class A Common Stock (#)		Weighted-
Average
Exercise
Price ($)		Weighted-
Average
Remaining
Contractual
Life
(in years)		Aggregate
Intrinsic
Value ($)
Outstanding at December 31, 2022 1,426 44.38 
Exercised(557)35.23 26.1 
Forfeited(24)72.28 
Outstanding at December 31, 2023 845 49.60 
Exercised(199)34.46 20.8 
Forfeited(1)17.24 
Outstanding at December 31, 2024 645 54.28 
Exercised(298)43.43 35.3 
Outstanding and vested at December 31, 2025 347 63.61 3.340.5 
The following table summarizes stock award activity:
Number of
Shares of Class A Common Stock (#)
Outstanding at December 31, 20227,632 
Granted: RSUs3,484 
Granted: TSR-based PSUs265 
TSR-based PSU achievement above target91 
Vested(4,215)
Forfeited(1,000)
Outstanding at December 31, 2023(1)
6,257 
Granted: RSUs2,673 
Granted: TSR-based PSUs212 
TSR-based PSU achievement above target230 
Vested(3,781)
Forfeited(636)
Outstanding at December 31, 2024(1)
4,955 
Granted: RSUs1,489 
Granted: TSR-based PSUs150 
TSR-based PSU achievement above target210 
Vested(3,221)
Forfeited(519)
Outstanding at December 31, 2025(1)
3,064 
_________________________________
(1)The balance of outstanding awards consisted of the following:
Number of Shares of Class A Common Stock (#)Weighted Average Fair Value Per Share ($)
RSUs5,531 79.14
TSR-based PSUs701 119.28
Financial-based PSUs granted for accounting purposes25 77.23
Outstanding at December 31, 2023 6,257 
RSUs4,304 97.30
TSR-based PSUs651 142.30
Outstanding at December 31, 2024 4,955 
RSUs2,575 135.26
TSR-based PSUs489 172.34
Outstanding at December 31, 2025 3,064 
As of December 31, 2025, total unrecognized compensation expense related to non-vested equity grants was $314.9 million with an expected remaining weighted-average recognition period of approximately 1.6 years.

About Stock Compensation Disclosures

Stock-based compensation disclosures detail the equity awards granted to employees and executives — including stock options, restricted stock units (RSUs), and performance shares — along with the valuation methods and assumptions used to expense them. This section reveals the true cost of talent retention and the alignment between management incentives and shareholder interests.

Key signals: total unrecognized compensation expense and its expected recognition period signal future earnings headwinds from already-granted awards. For stock options, examine Black-Scholes assumptions — expected volatility, risk-free rate, and expected term — as understating any of these reduces reported compensation expense. Compare stock compensation expense as a percentage of revenue against peers to assess dilution cost. Watch vesting schedules for acceleration clauses tied to change-of-control events. Performance-based awards with undemanding targets may indicate weak governance. Add back stock compensation to operating cash flow to calculate a more conservative free cash flow figure.

Other Available Disclosures

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