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Restricted Stock
Restricted stock, restricted stock units (RSUs), and performance shares are not as simple as they look. Understand your grant details, the tax treatment, and financial planning for vested shares. Browse an overview of this section below, or explore the subtopics to the left.
In addition to the main areas about basic and advanced topics in all these types of grants, see the special subsections that are exclusively about restricted stock units and performance shares.
Restricted stock units (RSUs) are now the most commonly granted type of equity award. This article presents what you need to know about RSUs and includes a video on key aspects of both RSUs and their sibling restricted stock.
When your restricted stock units (RSUs) vest, you have a lot of wealth tied up in one stock. How many of your RSU shares should you sell? How many should you hold? This article presents ways to approach your best answer to those key financial-planning questions.
If you own restricted stock units (RSUs), you need to plan for what you will do when the shares vest. Whether you hold or sell, being prepared will help you be proactive instead of reactive and make the most of the opportunity RSU grants provide.
Podcast and video included! Receiving a grant of restricted stock or restricted stock units (RSUs) is a reason to celebrate. This article explains the value to you.
Presented by the editor-in-chief of myStockOptions.com, this engaging video covers the fundamentals of restricted stock, restricted stock units (RSUs), and performance shares to help you make the most of these grants. This video covers key concepts, such as vesting schedules and understanding your grant's value. Running time: 4:37
You should know the answers to the questions in this FAQ's checklist and be familiar with the topics presented in the related video. Understanding these will help you make the most of your restricted stock/RSU grant and prevent costly mistakes...
When vesting occurs and the restriction on the shares lapses, you have some choices but fewer than you would with stock options, which require decisions about exercise timing and method. Restricted stock and restricted stock units do not...
While restricted stock and RSUs are siblings, they have important differences, as explained by this FAQ, which includes a quick-reference table clearly presenting the comparison...
Not in the way stock options can. Restricted stock is worth the full market value of the stock when it vests (or, with restricted stock units, when shares are delivered). It does not matter if...
After restricted stock vests, it becomes stock that you own outright, like shares bought on the open market. However, as with any stock you own, you can lose the shares...
While the two grant types have some similarities, the worth of restricted tokens depends on the value of an underlying cryptocurrency, not the company’s stock price. Tokens are attracting attention as a form of compensation because...