MoveWealth

My Startup Is Doing a Secondary Sale: Can I Participate?
A secondary sale lets existing shareholders, including employees who've exercised options, sell shares to a buyer before the company goes public or gets…
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What Are QSBS Tax Benefits and Do My Shares Qualify?
QSBS, or Qualified Small Business Stock, lets eligible shareholders exclude some or all of their capital gain from federal tax when they sell.
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What Is a Cap Table, and Where Do I Fit on It?
A capitalization table, or cap table, is a company's record of who owns what: every shareholder, option holder, and security, along with how much of the…
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My Company Just Raised a Down Round: What Does That Mean for My Options?
A down round is a funding round priced lower than the company's previous valuation.
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August 2026

What Is a Strike Price, and How Is It Different From Fair Market Value?
Your strike price is the fixed amount you pay to buy each share under your stock option, set once at the time of grant and never changing.
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What Is an 83(b) Election and Do I Need to File One?
An 83(b) election tells the IRS to tax you on the value of shares at the time you receive or exercise them, rather than as they vest.
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Vanguard Is Acquiring Altruist: What Happens to Employee Stock Options in a Deal Like This?
Vanguard has agreed to acquire the fintech custodian Altruist, with reported deal values ranging from roughly $4 billion to $4.6 billion.
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What Is the Alternative Minimum Tax (AMT) and How Does It Affect My Stock Options?
The alternative minimum tax (AMT) is a parallel tax system that can require you to pay tax on the spread between your strike price and fair market value…
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What's the Difference Between a Stock Option and an RSU?
A stock option gives you the right to buy shares at a fixed strike price, and only has value if the company's value rises above that price. An RSU is a…
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I Got Laid Off. What Happens to My Unvested and Vested Equity?
Being laid off doesn't change the basic mechanics: vested options still follow your termination exercise window. Unvested options and RSUs are still…
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What Is a Vesting Schedule, and What Is a Cliff?
A vesting schedule is the timetable over which you earn the right to your equity grant. A cliff is the point before which nothing vests at all, after…
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My Company Is Being Acquired. What Happens to My Stock Options?
Your options are typically either cashed out for the deal price minus your strike price, converted into equivalent options in the acquiring company, or…
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