Stock options aren’t actual shares—they’re the opportunity to exercise (purchase) a certain amount of company shares at an agreed-upon price. Learn more.
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Category: Equity education
Watch our webinar on fund compliance, common compliance mistakes, and regulatory changes.
If you’re at a company that has potential to be acquired, learn how an acquisistion could affect your equity.
Exercising stock options means purchasing shares of the issuer’s common stock at the set price defined in your option grant.
The alternative minimum tax (AMT) is a different way of calculating your tax obligation. Learn if you’re more prone to paying it, how to calculate it, how you may be able to minimize it, and more.
To encourage employees to stay with a company longer, employees have to earn the right to purchase their shares over time. This is called vesting.
Learn about the $100k rule and why you should care.
An RSU is a promise from your employer to give you shares of the company’s stock (or the cash equivalent) on a future date if certain restrictions are met. Learn more about this type of restricted stock.
ISOs are a type of stock option that qualifies for special tax treatment. Unlike other types of options, you usually don’t have to pay taxes when you exercise (buy) ISOs. Plus, you may be able to pay a lower tax rate if you meet certain requirements. Here’s what you need to know.