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Equity Compensation & Concentration Snapshot
What type(s) of equity compensation do you receive or participate in?
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What type(s) of equity compensation do you receive or participate in?
A
Restricted Stock Units (RSUs)
B
Employee Stock Purchase Plan (ESPP)
C
Incentive Stock Options (ISOs)
D
Non Qualified Stock Options (NSOs)
E
Restricted Stock Awards (RSAs)
F
Employee Stock Ownership Plan (ESOP)
G
Deferred Stock Units (DSUs)
H
Other (please specify below):
I
None
If "Other," please list:
What company do you work at?
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What percentage of your total portoflio (investments, retirement plans, etc.) is in either your current employer's stock or other single company stocks?
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What percentage of your total portoflio (investments, retirement plans, etc.) is in either your current employer's stock or other single company stocks?
A
0 - 10%
B
10 - 25%
C
25 - 50%
D
50 - 100%
What phrase most accurately describes your feelings about your current employer's equity and/or single stocks you hold?
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What phrase most accurately describes your feelings about your current employer's equity and/or single stocks you hold?
A
I feel confident about the plan I have in place and don't think much about my equity compensation.
B
I have some concerns that I'm leaving efficiencies on the table with my current plan.
C
My equity compensation plan (or lack thereof) concerns me.
D
I don't have a plan, and I lose sleep over my equity compensation.
Do you have a plan for when you will sell company stock?
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Do you have a plan for when you will sell company stock?
A
Yes
B
No
C
Sort of
Do you have a plan for managing the tax implications of upcoming sales and/or vests of your equity?
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Do you have a plan for managing the tax implications of upcoming sales and/or vests of your equity?
A
Yes
B
No
C
Sort of
Have you ever filed an 83(b) election on any of your grants?
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Have you ever filed an 83(b) election on any of your grants?
A
Yes
B
No
C
Unsure
D
Not Applicable
What was your total taxable income last year?
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What was your total taxable income last year?
A
$0 - $100k
B
$100k - $250k
C
$250k - $400k
D
$400k+
Roughly what percentage of your income last year came from equity compensation?
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Roughly what percentage of your income last year came from equity compensation?
A
Less than 10%
B
10% - 20%
C
20% - 40%
D
40% - 60%
E
More than 60%
F
I don't know
Have you ever worked with a financial advisor on your equity compensation?
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Have you ever worked with a financial advisor on your equity compensation?
A
Yes, currently
B
In the past
C
Never
Have you ever worked with a tax professional (e.g., CPA) on your equity compensation?
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Have you ever worked with a tax professional (e.g., CPA) on your equity compensation?
A
Yes
B
In the past
C
Never
What's your biggest financial concern right now?
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