I'm not sure where I said a large performance share issue coming...

I'm not sure where I said a large performance share issue coming up this year. I not privi of any but with all corporate boards there generally is always some numeration along the lines of performances whether the MC has increased or decreased.
In relation to Arena, the full conditions aren't known as to the arrangements of the transfer. Are the equity in escrow or set to benchmarks, can they dump. Regardless there is a huge amount of shares that will be transferred over the course of each traunch. Will the liquidity be there to just dump or do they have a longer term view. Hard to speculate without disclosure.