Tag: 10b5-1 plan

Unlocking the Power of Employee Stock Options (NQ & ISO): Tax Strategies, Timing, and More

In the intricate landscape of executive retirement planning, few tools wield as much potential for financial empowerment as employee stock options (ESOs). For high-earning executives navigating non-traditional equity planning and tax strategies, understanding the nuances of Non-Qualified (NQ) and Incentive Stock Options (ISO) is paramount. This blog aims to unlock the latent power within these […]

Written by Quentara Costa on 12/20/2023

Equity Compensation Foundation: How to Avoid Accidental Insider Trading with 10b5-1 Plans

If you work for a publicly-traded company, the last thing that you want to worry about is unintentional insider trading. One strategy to help avoid insider trading is a 10b5-1 Plan. 10b5-1 Plans are excellent diversification agents. They help provide avenues to diversify out of company stock and avoid too much concentration risk in your […]

Written by Quentara Costa on 02/17/2022