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Equity Compensation

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

  1. 1RSU grant issues

Common questions

Preview of the What Issues Should I Consider Regarding My Restricted Stock Units? checklist

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Timing, taxes, and concentration risk in a single printable page.

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Sourced from a licensed fpPathfinder checklist. Page copy is original summary content.