How Restricted Stock And RSUs Are Taxed

Review the Getting Started Checklist to ensure you take all the action steps needed to set up your stock plan. Click on the link below corresponding to your grant type s to see a one-page summary of the grant lifecycle.

Stock Options, Restricted Stock, Phantom Stock, Stock Appreciation Rights (SARs), and Employee Stock Purchase Plans (ESPPs)

You can easily sell your shares and get cash online. Once your restricted stock vests or employee stock purchase processes, your shares will be deposited into your Fidelity brokerage account.

Here is a list of commonly used stock plan terms to help you better understand your equity compensation. Keep in mind that investing involves risk.

The value of your investment will fluctuate over time, and restricted stock unit cost basis may gain or lose money. Recordkeeping and administrative services for your company's equity compensation plans are provided by your company and its service providers.

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Stock Plan Resource Center. Restricted Stocks RS Employee Stock Purchase Plans ESPP Stock Option Plans SOP Stock Appreciation Rights SAR Performance Awards PA. Where are my plan documents? Where are my shares?