Tag
10b5-1
2 posts tagged 10b5-1
- RSU Management·
What to do with vested RSUs: the diversification playbook for US employees
Vested RSUs leave you over-concentrated in one stock that also signs your paycheck. The diversification playbook: sell-at-vest math, completion portfolios, direct indexing, exchange funds, and 10b5-1 plans.
- RSU Management·
Rule 10b5-1 plans: how employees and insiders sell company stock on a pre-set schedule
How US employees and insiders use Rule 10b5-1 plans to diversify on autopilot, sell through blackout windows, and earn an affirmative defense against insider-trading claims.