AMT and Equity Compensation
Alternative minimum tax, nonqualified stock options, incentive stock options and other forms of equity compensation.
vesting for partially exercised ISO grant
Posted by: piecat, April 3, 2016 03:49AM
If I early exercise half of my ISO grant, will the exercised shares vest first, or on each vesting date will half of vested shares be exercised shares and half of them be unexercised shares? I may retire before my ISO grant vesting is completed and would like to early exercise the shares that will vest before retirement. But I'm not sure if that is as simple as just early exercising the number of shares that will have vested by the time I retire.

Re: vesting for partially exercised ISO grant
Posted by: Kaye Thomas, April 5, 2016 06:06PM
Standard practice is to treat early exercise of a portion of an ISO as exercise of the shares that vest earliest. I'm not sure this is a hard and fast rule, though, so you should check with the stock plan administrator.

Kaye Thomas
Fairmark.com

Re: vesting for partially exercised ISO grant
Posted by: piecat, April 8, 2016 03:28AM
Thank you.



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