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Should I Sell My Restricted Stock Units (RSUs) Right Away?

Should I Sell My Restricted Stock Units (RSUs) Right Away?

by Tom Lo | Aug 15, 2022 | Restricted Stock Units

The first question that many of my clients who work in tech ask me is: Should I sell my Restricted Stock Units (RSUs) right away? In general, the answer is, yes, you should sell your RSUs right away as soon as they vest. This assumes that your company’s stock is...
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...

Recent Posts

  • When should I exercise my Non-Qualified Stock Options (NSOs)?
  • When Should I Exercise My Incentive Stock Options (ISOs)?
  • Should I Sell My Restricted Stock Units (RSUs) Right Away?
  • My company is going to go public. What does an IPO mean for employees?
  • Should You Sign Up For Your ESPP

Categories

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

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