A 10b5-1 trading plan is a prearranged, written plan that sets when and how you can sell company stock. Executives and long-tenured personnel use it to sell shares on a regular schedule while complying with insider trading rules. It may be beneficial to coordinate with your company’s legal team and a Mercer Advisors wealth advisor. Your advisor can help structure the plan to align with your diversification timeline.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
