Last year I received my first stock options, 150 options vesting at 25% each year for four years. First round of shares are exercisable next month and I'd like to know (1) if I should exercise immediately and (2) how long I should hold them before selling. Stock price is currently $70 above strike price.
I know much of this is a function of risk tolerance. My preference is to minimize tax liability while harvesting the immediate profits which I will redistribute to a mutual fund. I hold stock in the company through RSU's and Employee Stock Purchase Plans, so I don't want to be over-exposed.
Thanks for the insights!
Submitted January 07, 2021 at 11:49PM by James_VanDerGeek https://ift.tt/3nnx8QP
