Exercise date
The date on which you choose to exercise your stock options.
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Equity compensation
A broad term referring to all forms of stock options your employer may offer you as an employee benefit. For example, equity compensation can be offered in the form of...
Read More Equity/stock
If you exercise your stock options, you will receive purchase shares of company stock, or equity, which represent an ownership stake in your company. Once you’ve acquired stock, you own...
Read More Employee Stock Purchase Plan (Qualified)
A qualified employee stock purchase plan allows employees to purchase shares of stock through convenient payroll deductions, often at a discount to the fair market value. Some ESPPs include a...
Read More Early Exercise
A provision in an employee stock option agreement that allows you to exercise an employee stock option prior to the option vesting. An early exercise is often combined with an...
Read More Downside risk
When you own company stock, there’s always the risk that its value could decline by a little or a lot. There are investment strategies to minimize this risk, although you...
Read More Double Trigger Restricted Stock Units
Restricted stock units are often taxed and shares delivered when they vest. For Pre-IPO stock, this presents a problem where the value of vested units will be taxable, and tax...
Read More Donor Advised Fund (DAF)
DAFs are a special account type offering a simple, tax-advantaged way to engage in charitable giving. After establishing a DAF account, you can fund it with cash, in-kind stocks, and...
Read More Diversification
Well-built investment portfolios are spread across a wide range of diverse holdings. This typically means being invested across stocks and bonds, domestic and international holdings, various company sizes and book...
Read More Disqualified/qualified ESPP sale (or dispositions)
A qualifying disposition of employee stock purchase plan shares occurs if you sell your stock at least 2 years from the offering date and 1 year from the purchase date....
Read More Disqualified/qualified ISO sales (or dispositions)
A qualifying disposition of incentive stock options occurs if you sell shares at least two years past the ISO grant date, and at least one year past your exercise date....
Read More Discount (ESPP)
A qualified ESPP may allow for employee participants to buy shares of stock at a discount of up to 15% from the purchase price.
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