Laying the Foundation
  • Stock, stock options, and stock option types
Key Dates
  • Grant, Vest, Exercise, Sale of Stock, Expiration
Two employees and their options & RSUs on the road to an IPO
  • Nancy and her options
  • Dave and his RSUs
  • IPO
Income Taxes
  • Tax types, taxes on options, summary chart
Important Considerations
  • Important provisions in company documents
  • The Big 3 Considerations
Wrapup
  • Close