Skip to main content
10 votes

Acquisition/Share holding question

If/When your company gets acquired, your 10,000 shares will either be bought outright at some fixed price based on the terms of the acquisition and you will receive cash, or they will be converted to ...
D Stanley's user avatar
  • 137k
6 votes

Is it considered insider trading selling options on company gifted shares of stock?

It's only insider trading if you trade based on material, nonpublic information. Simply trading stock (or options on that stock) of a company you work for is not necessarily insider trading. However, ...
D Stanley's user avatar
  • 137k
6 votes

Is there likely to be a market for private company incentive equity if it's assessed value is more than it's worth?

It depends on the company charter. Some companies allow employees trading their shares in what is called "over the counter" (OTC) market. Not all companies allow that, some companies do not ...
littleadv's user avatar
  • 177k
4 votes

Recouping AMT paid from exercising ISO Stock Options when sold

Your stock has a $50 cost basis in the regular tax system and a $100 basis in the AMT system. With the $75 proceeds, this means you have a capital gain in the regular tax system and a capital loss in ...
Craig W's user avatar
  • 15.9k
4 votes

Acquisition/Share holding question

Your shares will be valued based on the agreed sale value of your company, divided by the total number of shares outstanding. ie: If the purchaser agrees to a price of $1M, and there are 100,000 ...
Grade 'Eh' Bacon's user avatar
3 votes

(Canada) How does a trust help with tax burden?

If the amount in question is a few hundred thousand dollars, then a trust may well be a good option. For lesser amounts then one of the other Canadian tax-free schemes is likely to be preferable, but ...
DJClayworth's user avatar
  • 33.6k
3 votes

Emc2 lost shares

You could reach out to Morgan Stanley. They should be able to help you access the account if they still have it. They may require you to complete some paperwork to confirm your identity though. ...
Justin Cave's user avatar
  • 27.3k
3 votes
Accepted

Where do I report ISO income with a subsequent disqualifying disposition, and what taxes are due on it?

If your employer reported the exercise spread in boxes 3 and 5 of your W-2, your employer was wrong. There is no FICA on ISOs, even in the event of a disqualifying disposition. Tax withholding is also ...
Stan H's user avatar
  • 7,551
2 votes

Is there likely to be a market for private company incentive equity if it's assessed value is more than it's worth?

Yes, though the actual mechanics depend on your company. Very few private companies allow OTC sales. They may occasionally have a tender offer, during a capital raise, to give employees the ...
Jacob Krall's user avatar
2 votes
Accepted

Employee stock options - where do the shares come from?

If the company is public, the board of directors will authorize a stock plan to issue a certain number of new shares, and the shareholders vote to approve (or reject) the proposal. If the company is ...
Stan H's user avatar
  • 7,551
1 vote

Is it considered insider trading selling options on company gifted shares of stock?

Insider trading is making decisions about investing based on non-public knowledge about one or more companies. It doesn't matter whether you are trading stocks or options. It applies to both buying ...
stannius's user avatar
  • 5,301
1 vote

If I buy and hold my ISOs pre-IPO, what access do I have to shareholder/board meetings?

This is regulated by the company bylaws and depends on the rights assigned to the class of shares you own. Generally, with voting shares, you're allowed to attend the shareholder meetings and cast the ...
littleadv's user avatar
  • 177k
1 vote

Can a company cancel vested employee stock options on acquisition?

There can be no "Authoritative Answer" here on Stack Exchange : Corporate laws vary between countries & times & companies & what the Acquisition Details are & ETC. I would ...
Prem's user avatar
  • 349

Only top scored, non community-wiki answers of a minimum length are eligible