Avier Wealth Advisors
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Make Your Nike Stock Award Decision for 2024: RSUs vs. Stock Options
Nike equity compensation includes restricted stock units (RSUs) or stock options (NSOs).
Every August eligible employees must choose how to receive their equity comp.
There are 3 options:
-- 100% restricted stock units (RSUs)
-- 100% non-qualified Stock Options (NSOs), or
-- A 50/50 split between RSU and NSOs
In this video, you’ll learn the pros and cons for NIKE RSUs and NSOs and the tax implications of each.
00:00 Introduction
00:27 Nike Restricted Stock Units (RSUs)
01:06 Nike Stock Options (NSOs)
02:13 Nike RSUs and NSOs Considerations
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SCHEDULE A 30-MINUTE CALL TO DISCUSS NIKE EQUITY COMP: avieradvisors.com/work-with-avier/
RESOURCES for NIKE professionals at www.avieradvisors.com/Nike
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Nike RSU considerations:
--Vest over 4-years beginning on the anniversary of the grant date, Sept 1st
-- Stock vests at the price Nike is trading at, at that time.
-- When RSUs vest, they’re taxed as income on your paystub.
Nike Stock Options (NSOs) considerations:
-- Vest over 4-years beginning on the anniversary of the grant date, Sept 1st
-- NSOs don’t have value when they’re granted.
-- You’ll typically receive 3-4 NSOs for every RSU that you’d receive.
-- Nike stock must appreciate for your NSOs to have any value.
-- Unlike RSUs, you have some control over when you pay the taxes.
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Avier Wealth Advisors
5200 Meadows Road
Lake Oswego, OR 97035
mailto:info@avieradvisors.com
Website: avieradvisors.com/
Third Party: Avier Wealth Advisors is not affiliated with Nike. There is no guarantee that the information we have provided is accurate. Nike employees are encouraged to contact their employer should they have any questions regarding their Nike employee benefits.
Taxes: Avier Wealth Advisors does not prepare taxes. The tax ideas presented are meant to demonstrate general concepts rather than precise calculations. We consult with your tax professional for exact calculations.
#nike #nikestock #financialplanning #investing #workingatnike
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