StockOpter.com will provide you with information and decision alerts to help you maximize the value of your equity compensation. Here are the 5 things you need to know about your employer stock & options that are included in StockOpter.com:
- Your Insight Ratios™: a metric that helps determine the optimal time to exercise.
- Your Forfeit Value™: the equity compensation value lost when you leave your company prior to retirement.
- The stock price at which your financial goal is reached.
- Your level of concentration in company stock and options.
- The estimated tax affects of exercising options or when restricted shares vest.
StockOpter.com For Recipients is The Best Tool For….
- Timing employee stock option exercise decisions and the diversification of company shares
- Monitoring key decision criteria (e.g. Vesting, Expiration, Risk/Reward, Concentration)
- Assessing the risk of concentrated company stock holdings
- Illustrating the role company stock and options play in achieving your financial goal