Started By
Message

RSU strategies

Posted on 3/7/24 at 10:01 am
Posted by STLhog
Nashville, TN
Member since Jan 2015
17733 posts
Posted on 3/7/24 at 10:01 am
Have some company RSUs vesting this year. Stock is at ATHs. Strategy for me has always been sell immediately and place money elsewhere. Taxes are paid immediately from vested stock.

Anything else I should be thinking about?
Posted by LSUcam7
FL
Member since Sep 2016
7915 posts
Posted on 3/7/24 at 10:31 am to
If the stock goes up, you’re pissed.

If it goes down, you’re thrilled.

Other than that, it goes long term cap gains 365 + 1 days from vest. If you’ve got excess exposure to this company through plans and/or unvested shares, you’d be doing exactly what I do.
Posted by LSUFanHouston
NOLA
Member since Jul 2009
37202 posts
Posted on 3/7/24 at 3:42 pm to
If you are still getting new grants, see if 83(b) makes sense
Posted by lynxcat
Member since Jan 2008
24219 posts
Posted on 3/7/24 at 4:17 pm to
It’s ordinary income at the moment it vests. I would generally sell to them diversify unless you have some additional equity rewards conditional on maintaining a certain value in the company.
Posted by Sterling Archer
Austin
Member since Aug 2012
7347 posts
Posted on 3/8/24 at 9:34 am to
When I started at my first company that granted RSUs I received some good advice that stuck with me.

RSU's are a part of your total compensation package. If your company instead gave you the cash value of a RSU vest, would you spend all of your that cash on buying shares of the company?

I like to hold onto a few shares here and there but I mostly sell up upon vesting just like you. Some will go towards a family vacation, some I invest or beef up savings. I never liked the idea of having a large amount of my wealth in one stock.
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram