1
vote
2answers
43 views

What is the effect of options expiration on equity pricing?

I often read on twitter that institutions will manipulate the price of stock x because it's options expiration day. By manipulating the price of the stock below the strike price, it's my understanding ...
0
votes
1answer
65 views

Can after-hours trading affect options pricing?

The question is targeted for symbols trading weekly options. For example, would Friday's AAPL after-hours trading affect the weekly options contract that are slated for expiration on that day? Or do ...
3
votes
1answer
116 views

Taxes when exercising stock options in a privately held startup

Let's say I currently have the right to exercise some employee stock options (ISO) at a certain strike price. I have add these options for more than a year. I read that the AMT tax applies on the ...
3
votes
1answer
117 views

Are futures options eligible for the 60/40 tax rule?

How are options taxed when the underlying asset is a futures contract. Futures contracts in the US have a favorable tax treatment known as the 60/40 rule, where 60% of profits are taxed at the long ...
4
votes
1answer
92 views

Whats the difference between a qualified and an unqualified covered call?

I own various shares that I want to start writing covered calls on but I've heard about differences between "qualified" and "unqualified" covered calls. What's the difference? All I can find is that ...
0
votes
2answers
60 views

Get free option quotes

Is there a google or yahoo api that provides option quotes similar to the below for stock quotes? http://www.google.com/finance/getprices?i=60&p=3d&f=d,o,h,l,c,v&df=cpct&q=SPY I am ...
2
votes
2answers
88 views

What is the rationale behind brokerages establishing tiers/levels for options trading?

I'll preface this by saying that my experience in this field is limited, so bear with any abuses of terminology. I understand the rationale behind FINRA's "Know your customer" and suitability rules ...
2
votes
1answer
375 views

When should I exercise my startup stock options? How would it be taxed?

Let's say I'm an employee at a startup where I own fully vested stock options. Scenario 1 I have not exercised my stock options and my startup was bought. Do I still get to exercise my options? The ...
5
votes
3answers
186 views

How does the process of “assignment” work for in-the-money Options?

Consider the following scenario - I have a covered call for XYZ for this month's expiration as XYZ May 18 25 Call. On May 18, XYZ is trading for $28, with the option listed above at $3.3. If I ...
2
votes
3answers
132 views

Why do some symbols not have an Options chain for specific expiration dates?

In an attempt to generate income from holdings, I generally screen stocks that trade options regularly. In my research, I have noticed that certain stocks have weekly options - but not always. For ...
2
votes
1answer
772 views

Can a loss on the sale of my house offset capital gains tax from stock options?

I've lost a bunch of value on my primary residence. I've got a bunch of vested stock options that, when exercised/sold, will be a substantial capital gains. If I sold my house the same year I ...
4
votes
2answers
96 views

Buying non-qualified employee stock options that are going to expire?

I have NQ stock options from my employer that have to be exercised in the next few months before they expire. I would like to hang on to them as I have faith in the stock itself. What are my options? ...
7
votes
1answer
988 views

How are proceeds from writing covered calls taxed?

When I sell call options based on an underlying security that I own (covered call writing), how are the proceeds treated fro tax purposes? As ordinary income? As a short-term capital gain? Is ...
4
votes
2answers
207 views

Do investors go long option contracts when they cannot cover the exercise of the options?

Consider I want to buy some american-style call options for a particular stock, and suppose this underlying stock 'XYZ' is valued at $100 a share. Suppose I go long (buy) 10 option contracts for XYZ ...
11
votes
2answers
3k views

What are the tax implications of exercising options early?

Say you have the following situation: You have pre-IPO stock options Half of the options have vested, the other half will vest over the next 2 years Your strike price is S The fair market value of ...
5
votes
2answers
597 views

When does selling (writing) options count for tax purposes?

Let's say I sell an option (say a naked put) that expires in January. If I wait until January to let it expire, does that mean the profits will count towards next year's taxes? Or since I actually ...
6
votes
3answers
507 views

Any advantage to exercising ISO's in company that is not yet public?

I have ISO's in a private company and am trying to decide whether there is any advantage in exercising them. The price is low enough and my confidence in the company is high enough that I am ...
2
votes
1answer
1k views

Where to find LEAPS option quotes (full chain)? CBOE & Yahoo! Finance not working

It appears that most sites that give stock option quotes are broken. I'm trying to get a full chain for 3M (MMM) in Jan 2012. I tried CBOE and Yahoo!. CBOE doesn't even show the LEAPS. Yahoo! ...
3
votes
2answers
228 views

Rules for Broker Behavior with Covered Calls

When selling covered calls, there are a couple of things a broker could do if the stock has a sharp increase. Here's an example: Buy Stock: $100 Sell Call $120@1month: $1 Two days later, the stock ...
5
votes
2answers
370 views

Where can I get a list of ticker symbols that have stock options?

I would like to examine the option chains of almost every stock that has options. Is there some sort of stock screener or application that can give me a list of the ticker symbols that have options?
6
votes
1answer
197 views

When an in-the-money stock option expires does the broker always execute it or does its value become worthless if the owner doesn't execute it?

When an in-the-money stock option expires does the broker always execute it or does its value become worthless if the owner doesn't execute it?