ESPPs: Rules

How does the $25,000 calculation work when the offering period spans more than one year? This is premium content

When an offering period spans more than one calendar year (with multiple six-month purchase periods), whatever you do not use up in year one will be...
For access to this answer, please sign in or register.
Not Yet a Member?

This feature is a benefit of Premium membership.

Registering as a Premium member will give you complete access to our award-winning content and tools on stock options, restricted stock/RSUs, SARs, and ESPPs.

Who becomes a Premium Member? See our long list of paid subscribers.

Are you a financial or wealth advisor? Learn more about MSO Pro Membership.

View Homepage

Questions or comments? Email support or call (617) 734-1979.