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.
What Your Tax Bill Just Revealed About Your Equity Compensation
Tax season has a way of bringing unexpected clarity, especially when equity compensation is involved. But here's what matters: tax season is the beginning of smarter planning for the rest of the year.
Blackout Periods and 10b5-1 Plans: A Guide for Executives
For many executives and senior employees, company stock represents a meaningful portion of both compensation and overall net worth. But it also introduces a unique challenge: insider trading windows, often called blackout periods.