RSUs (Restricted Stock Units) don’t require you to take action to “sell” them at vesting; they convert into shares automatically on a set schedule. Once vested, you own the shares and can choose whether to hold or sell them, depending on your goals, tax situation, and market conditions.
We help you evaluate the right time to sell based on your broader financial picture, including your tax bracket, cash flow needs, and portfolio diversification strategy. Our team models different scenarios so you can make confident, informed decisions about what to do with your shares once they vest. Here’s a quick primer on options to consider with vesting RSUs.