Restricted Stock, RSUs, Performance Shares Quiz

Restricted Stock, RSUs, Performance Shares Quiz

Test your knowledge of restricted stock, restricted stock units, and performance shares.

Please answer the following 12 questions. This quiz is also a course of study. The answer key links to content on the topic for follow-up reading. For in-depth courses of study that offer CE credits, see the myStockOptions Learning Center.

1. What is restricted stock?

2. How long after grant does restricted stock usually expire?

3. What happens to vested restricted stock?

4. When is restricted stock normally taxed?

5. Which is one difference between restricted stock and restricted stock units (RSUs)?

6. What do you accomplish with a Section 83(b) election on restricted stock?

7. What do you accomplish with a Section 83(b) election on restricted stock units?

8. Which of the following would probably not accelerate the vesting of restricted stock?

9. What types of tax withholding apply to restricted stock?

10. When does the capital gains holding period start if you have not made the Section 83(b) election?

11. How does a performance share grant differ from a standard restricted stock/RSU grant?

12. Which of the following is an example of a metric that US companies often apply to performance share grants?

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