AMT and Equity Compensation
Alternative minimum tax, nonqualified stock options, incentive stock options and other forms of equity compensation.
Vested RSUs for ISO stock swap
Posted by: saspinwall, December 14, 2015 03:49PM
If an exec has received vested RSU shares within the last year, can those (now clean, held less than 1 year) shares be used for an ISO stock swap exercise without triggering the immature stock issue as it would if they were ESPP or shares from an ISO exercise held less than 1 year?

Thanks!

Re: Vested RSUs for ISO stock swap
Posted by: Kaye Thomas, December 31, 2015 12:55AM
These "clean" RSU shares are treated the same for tax purposes as if they had been bought for cash, so there is no problem using them in a swap to exercise an ISO.

Kaye Thomas
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