Your RSUs just vested. Now what?
A VP sees a big vest land and starts treating the shares like cash. What actually happened, and what to figure out before counting on that money.
ReadCommon situations
Each of these is a made-up example based on situations that come up a lot at tech companies. There are no real people, employers, or results here. The goal is to help you know what to ask your CPA, attorney, or plan administrator.
You got a big option grant. What do you actually own?
A new executive starts counting unvested options as net worth, and an ESOP participant compares their balance to public-company RSUs. What each one really is, and when it can turn into cash.
ReadYou're a company insider and want to sell some stock
A finance leader wants to sell right after earnings and figures the news is already out. Why trading windows, blackout periods, and 10b5-1 rules usually decide what's possible.
ReadMost of your money is in one stock, and people keep bringing up fixes
An executive with a big position in one company hears about direct indexing and charitable remainder trusts in the same month. What each one is, and why neither is automatic.
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