Same-day sale

Selling shares the same day they vest or are delivered, often to cover tax or take cash.

A means you sell shares on the day they or are delivered to you. Some plans use this for option exercises or settlements.

For , your employer may run automatically. A voluntary is when you sell additional shares yourself right after receipt.

Tax reporting can involve both wage income at and a brokerage sale on . Basis adjustments may still be needed even when everything happens in one day.

Related terms

Educational definition only. Your grant documents, employer payroll, and tax forms control your situation.