ESPP Disqualifying Dispositions Explained
If you’re planning on selling ESPP shares shortly after purchase, you’re going to cause a Disqualifying Disposition. In this article we’ll explain everything you need to know about them so you feel more comfortable with the decision.
What are Double-Trigger RSUs?
Double-trigger RSUs are the equity compensation of choice for companies that haven’t gone public. This article simply describes double-trigger RSUs and provides some ideas on how to manage them properly.
What Makes a Good RSU Offer
How to determine if you’ve received a good RSU offer is an important exercise to go through. This article provides you with 7 ways to evaluate if your RSU offer is good or not.
What Happens to ESPP Shares When You Quit?
When you quit your job, what happens to your ESPP shares? This article breaks it down for you in a quick 4-5 minute read.
5 Methods for Financing the Exercise of ISOs or NSOs
The purpose of this article is to provide you with five different methods to finance the exercise of your options and to discuss some of the pros and cons of each.
Detailed Breakdown of an ESPP Qualifying Disposition
ESPP Qualifying Dispositions are difficult to understand. This article breaks them down in a digestible way so you can make a plan to sell your ESPP shares someday.
When Exercising ISOs Works Well and When It Doesn’t
ISOs give owners an opportunity to generate wealth, but there are times you’ll want to think twice before exercising.
What Happens to NSOs When You Quit
Understanding what happens to your NSOs when you quit is a key part to receiving NSOs in the first place. This article will teach you what you need to know about NSOs if you’re thinking about quitting.
Why You Should Participate in Your ESPP at IPO
ESPPs are great wealth-building tools. Participating in an ESPP at IPO provides a unique opportunity for significant wealth-building upside.
How Does Lendtable’s ESPP Service Work?
Lendtable ESPP service helps you max out your ESPP so you can take advantage of the discount your company provides.
Non-qualified Stock Option (NSO) Basics
Nonqualified Stock Options (NSOs) are the most common form of employee stock options. This article teaches you the basics of NSOs in plain english.
11 Terms to Know If You Have Nonqualified Stock Options (NSOs)
Nonqualified stock options (NSOs) are a common type of equity compensation. This list will help you get acquainted quickly with the must know terms of NSOs.
When Can I Sell My ESPP Shares?
In this article we dive into when you’ll be able to sell your Employee Stock Purchase Plan (ESPP) shares. Since your ability to sell ESPP shares will vary, we discuss the different options.
11 Investment Tips for People in Tech
There’s a lot more to investing than just buying and holding a stock. This article will give you other things to think about when trying to decide where to invest your money.
Early Exercising and Filing an 83(b) Election
Early exercising and filing an 83(b) election can provide some big benefits, the problem is you have to know how to do it properly. This article provides some best practices when early exercising and filing an 83(b) election.
Nonqualified Stock Option (NSO) Tax Calculator
We’ve built this free and easy NSO Tax Calculator so you can get a general idea of the taxes you might owe from exercising NSOs.
Restricted Stock Units Terms to Know
Restricted stock units have their own unique vocabulary. To make the most of your restricted stock units, you’ll need to first have a basic understanding of all the relevant terms.
How to Read an Employee Stock Purchase Plan (ESPP) Purchase Confirmation
The more you learn about your company’s ESPP, the more you’ll want to utilize it. Learn how to read a purchase confirmation while going through a real example from a real ESPP.
Nonqualified Stock Option (NSO) Tax Treatment & Scenarios
Nonqualified stock options are great for building wealth. They provide you some flexibility on when you want to take a tax hit, but it’s important to understand what that tax hit may look like.