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.
The Hidden Risk of Being Paid in Stock During a Volatile Earnings Season
Executives compensated with stock options, restricted stock units (RSUs), or other forms of company equity, earnings season can have a much bigger impact, affecting their personal balance sheet in a major way.
The SpaceX Opportunity and Why Concentration Risk Still Matters
The recent SpaceX IPO generated enormous excitement among investors. But often, that same success creates a hidden problem: concentration risk.