A vesting schedule dictates when you may exercise stock options, when forfeiture restrictions lapse on restricted stock, or when shares are delivered with RSUs. Each grant has its own vesting schedule. A schedule is time-based if...
Vesting schedules are either established in advance by the board of directors when it approves the...
Vesting schedules provide for either "cliff" vesting or "graded" vesting. Most graded-vesting stock grants have restrictions that...
No, it is not required. Sometimes, a stock option plan will provide for a...
Yes, unless the vesting schedule is mandated by the...
Yes. Technology companies, particularly pre-IPO companies, often have...
If you are vested in your stock options and they are currently exercisable...
You could mistakenly let the options expire without exercising them. You do not have your vested options for life...
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Rules
Federal law does not mandate a minimum period within which your options must vest. For private companies, the laws of certain states...
Unlike in some benefit plans, service for time-vested option and restricted stock grants is rarely...
Not usually. An exception would occur if your...
Almost all grants to W-2 employees base vesting on...
No. You could lose them in any of the following ways...
A post-vest holding period is a specified length of time after you receive shares from an equity grant during which the company requires you to...
This depends on the terms of your company's plan document and your grant agreement as well as on the reason for the absence. Some plans give you vesting credit for...
The impact is determined by your stock plan. Some plans have provisions on what happens to outstanding options upon an approved leave of absence...
Yes, according to the terms of your stock grant and any flexibility given by your plan administrator. Usually you...
Companies typically take one of the following two approaches...
Always check your stock-plan documents for any guidance on this type of situation...
Typically, your service to the subsidiary continues to count...
If your company does not own a controlling interest in the joint venture, this could be considered a termination of employment...
Some companies accelerate the vesting schedule of restricted stock or RSUs if...
If a company makes a grant with a specific vesting schedule and the schedule is later shortened from its original terms, the accountants will usually...
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