What Issues Should I Consider Regarding My Restricted Stock Units?
Overview
RSUs are simpler than options in one sense, there's no exercise decision, but the vesting schedule itself creates a series of taxable events that are easy to lose track of, especially with multiple grants vesting on different schedules.
Deciding whether to hold or sell shares right after vesting is really a concentration and diversification question more than a tax question, since the tax on vesting is due either way.
What this checklist covers
- 1RSU grant issues
Common questions

Work through your equity award with the full checklist
Timing, taxes, and concentration risk in a single printable page.
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