Employee Stock Purchase Plans (ESPPS)
Benefit from your own employer’s growth and profitability over time.
Incentive Stock Options (ISOs)
ISOs are typically offered to high-valued employees and upper management to retain their employment for the long-term.
Non-Qualified Stock Options (NSOs)
NSOs are employee stock options that are taxed as regular income, which is significantly higher than the capital gains rate used when taxing ISOs.
Restricted Stock Units (RSUs)
NSOs are employee stock options that are taxed as regular income, which is significantly higher than the capital gains rate used when taxing ISOs.
10b5-1 Plans
A Rule 10b5-1 plan is a prearranged trading plan under SEC Rule 10b5-1 that provides a defense against charges of insider trading if you later trade stock while you know confidential, important information about your company.
My Company Stock Just Popped 20%. Which Shares or Options Should I sell?
Imagine opening your investment account and seeing that your company's stock has increased nearly 20% in just five trading days. Should you exercise your stock options, sell your vested RSUs, or simply hold everything?
Excercising Stock Options in 2026? Your Tax Bill May be Larger Than Expected.
Have you been exercising stock options or selling company stock in 2026? There may be more at stake than the tax generated by the transaction itself.