Assertion: stock option's stock | /r/HasProperty | held for one year
Facets:
value: both
type: TEMPORAL
value: from the date of exercise
type: TEMPORAL
value: after purchase
type: TEMPORAL
Source sentences:
text: If the stock is held for one year or more before it is sold, then long-term rates apply, regardless of whether the put was sold at a profit or loss or if it expired worthless.
text: Stocks are held for over 1 year after purchase so all gains are taxed at the long-term capital gains tax rate of 15%.
text: One you exercise the options (as long as the stock is held for at least a year and a day), then any post-exercise gain is taxed at favorable long-term capital gains rates.
text: No exercise price Set based on full market value of underlying security Vesting Can be vested anytime for any milestone Can be vested anytime for any milestone Payment Stock or cash Stock Taxation Taxed on vested, treated as regular income (capital gains if stock held for more than a year) NSOs treated as regular income; ISOs as preferred items for alternative minimum tax
text: Assume the same facts as above except the stock is held for less than one year.
text: It is important to remember that long-term capital gains treatment only applies if the stock is held for more than one year from the date of exercise.
text: If the stock has been held both for more than two years from the date of grant of an ISO and more than a year from the date of exercise, all of the gain will be taxed at the more favorable capital gains rate; otherwise, all of a portion of the gain will be taxed at the ordinary income tax rate.