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.

• SpaceX lockup dates: what to decide before each unlock

  The release dates from the prospectus, and what to decide before each one.

• Selling SpaceX shares: which lots to sell first

  List every lot with its basis and clock, then pick which ones to sell this year.

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