RSUs: reconcile vesting, withholding and share-sale records
Connect the award agreement, payroll income, withholding, W-2 and later share-sale records without confusing net shares with taxable pay.
Equity compensation / Reference library
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Browse all eight references, from the terms of an award to the questions raised by a career move. Each guide includes linked primary sources.
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ISO and NSO stock options: exercise, AMT and sale questions
Identify incentive stock options (ISOs) and nonstatutory options (NSOs or NQSOs), then separate exercise cost, alternative minimum tax (AMT) and sale records.
Changing jobs: map your equity deadlines
Build a grant-by-grant calendar without assuming every employer uses the same rules or exercise window.
Employer stock: ask better risk questions
Look across accounts, future compensation, and cash needs to understand how much depends on one company.
Equity job offers: a Raleigh–Durham comparison
Compare cash, conditional awards, and liquidity when a Raleigh, Durham, or Research Triangle Park role includes equity.
RSU withholding: federal and North Carolina tax questions
Reconcile a hypothetical RSU vest, share withholding and later sale, then separate federal and North Carolina payment questions from the final tax bill.
ESPP basics for North Carolina employees
Understand employee stock purchase plan mechanics, cash commitments, purchase-lot records, and tax-reporting questions.
Private-company equity: prepare without assuming an exit
A Triangle employee’s guide to share restrictions, uncertain liquidity, and questions to raise before a proposed transaction.