Restricted stock units are often considered the most straightforward type of equity compensation. Unlike other ways that employees can receive shares of company stock, restricted stock units (or RSUs) often have a largely automated process for granting, vesting, and taxation. Once vested and settled, the fair market value of the […]
What You Need to Know about Double-Trigger Restricted Stock Units
If you work for a private company and receive restricted stock units as part of your compensation package, that equity compensation may have a double-trigger provision. While not all restricted stock units, or RSUs, come with this feature, it’s an important element to understand. What Are Double-Trigger RSUs? Double-trigger restricted […]
What to Do When Your Equity Compensation Is Granted and Vested
If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might also feel uncertain about how new equity grants and vesting schedules should fit into your existing financial plan. To begin, […]
What Is Cost Basis on Stocks, and Why Is It Important for Equity Compensation?
If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill — or how vesting, exercising, and selling your shares may impact the value of your award. The type of equity compensation matters when looking at these questions. When you […]
How Are Your Equity Compensation Stock Benefits Impacted by the Company’s Stock Performance?
Equity compensation and employee stock benefits can be a great tool for employers to attract and retain key talent. These benefits can be equally attractive for employees, because they fast-track your ability to grow wealth if the company’s stock price rises when you can hold and sell shares. But that’s […]
How to Determine When to Take Action on Your Public Company Equity Compensation Benefits
If you have equity compensation as part of your benefits package, you’ve likely spent time considering when it might be best to take action and maximize the value of these potential assets. Deciding the right time to take action is complicated by several factors, including your personal goals and objectives, […]