LakefolioEquity Stewardship

Guides

• Lockup expiration: what to do

  A lockup expiration is permission to sell, not a plan.

• When to sell RSUs

  Vest already created ordinary income. Holding after vest is a new decision.

• RSU tax if I sell this year

  Selling RSUs this year stacks vest tax and sale tax on wages.

• When to sell concentrated stock

  A concentrated position is not one yes/no. Sell this year vs next, lot by lot — not from the ticker or the print.

Lakefolio is educational software, not tax, legal, or investment advice.