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3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration

3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration

by Tom Lo | Feb 10, 2021 | Employee Equity Compensation, Incentive Stock Options, Restricted Stock Units

If you’re a Snowflake employee, you had the chance with Snowflake’s early release to sell 25% of your vested equity from 12/15 through 12/31/20. You face an even bigger decision in mid-March when you’ll have the opportunity to sell 100% of your vested equity when your...
Why Do I Have to Pay More in Taxes on My Restricted Stock Units

Why Do I Have to Pay More in Taxes on My Restricted Stock Units

by Tom Lo | Jan 20, 2021 | Restricted Stock Units

In this video, I explain why you may have to pay more in taxes on your RSUs than you realize and how to solve that problem. Why Do I Have to Pay More in Taxes on My Restricted Stock Units Transcript   Hi, I’m Tom Lo with Vested Financial Planning. Clients...
3 Steps Snowflake Employees Should Take to Prepare for Their Mid-March Lockup Expiration

How Snowflake employees can prepare for their mid-December lockup expiration

by Tom Lo | Nov 4, 2020 | Incentive Stock Options, Restricted Stock Units, Uncategorized

First, if you’re a Snowflake employee, congrats on the IPO! Second, you face big decisions in the coming weeks on what to do with your SNOW employee equity. If you’ve earned Incentive Stock Options (ISOs) or Restricted Stock Units (RSUs), you’ll likely have the...
When Should I Sell My Restricted Stock Units?

When Should I Sell My Restricted Stock Units?

by Tom Lo | Oct 6, 2020 | Restricted Stock Units

The first question that many of my clients who work in tech ask me is:  When should I sell my Restricted Stock Units (RSUs)? Typically, the answer is that they should sell as soon as they vest, and this article will help you understand why I recommend that. Restricted...

Recent Posts

  • How to Minimize AMT
  • How To Save Taxes On ISOs
  • What is AMT?
  • What are ISO’s?
  • What to Do When My IPO Lock-Up Expires?

Categories

  • Employee Equity Compensation
  • Employee Stock Purchase Plan
  • Incentive Stock Options
  • Restricted Stock Units
  • Tax
  • Uncategorized

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