zlacker

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1. teaear+(OP)[view] [source] 2024-05-18 04:39:52
> buy all vested shares

The last time I did this I didn't have to buy all of the shares.

replies(1): >>lazyas+P1
2. lazyas+P1[view] [source] 2024-05-18 05:17:09
>>teaear+(OP)
I think they mean that you had to buy all the ones you wanted to keep.
replies(1): >>ergoco+W5
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3. ergoco+W5[view] [source] [discussion] 2024-05-18 06:23:43
>>lazyas+P1
That is tautological... You buy what you want to own???
replies(2): >>StackR+7e >>Taniwh+lj
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4. StackR+7e[view] [source] [discussion] 2024-05-18 08:32:26
>>ergoco+W5
The point being made is that it isn’t all or nothing, you can buy half the vested options and forfeit the rest, should you want to.
replies(1): >>Hnrobe+7i
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5. Hnrobe+7i[view] [source] [discussion] 2024-05-18 09:26:47
>>StackR+7e
Wait, wait. Who is on first?
replies(1): >>d4704+gn
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6. Taniwh+lj[view] [source] [discussion] 2024-05-18 09:51:30
>>ergoco+W5
There can be an advantage to not exercising: it causes a taxable event the IRS will want a cut of the difference between your exercise value and the current valuation, it requires you to commit real money to buy shares that may never be worth anything ....

And there are advantages to exercising: many (most?) companies take back unexercised shares a few weeks/months after you leave, it kicks in a CGT start date, so you can end up paying a lower CGT tax when you eventually sell

You need to understand all this stuff before you make a choice that's right for you

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7. d4704+gn[view] [source] [discussion] 2024-05-18 10:55:37
>>Hnrobe+7i
We’d usually point people here to get a better overview of how options work:

https://carta.com/learn/equity/stock-options/

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