Microsoft ESPP - Josh Maher

Microsoft ESPP and Annual Vesting

I’ve had a few people ask so wanted to post something for everyone – especially considering I have a lot of content around selling covered calls such as: You Have An Employee… Read more >

Josh Maher August 24, 2013 ESPPAnnual Vesting, Ballmer, computershare, disqualified disposition, employee stock ownership plan, ESPP tax, form 11 espp, Microsoft Bonus, Microsoft ESPP, MSFT, non qualified stock options, qualified disposition 1 Read more >

Reporting ESPP taxes

Read the latest on managing your ESPP tax reporting. I know taxes are due any day now and you are wondering what the heck to do with your ESPP tax… Read more >

Josh Maher March 19, 2013 ESPPBest Buy ESPP, Call Option Strategy, Calls, Comcast ESPP, computershare, Covered Calls, disqualified disposition, Dividends, EMC ESPP, employee stock ownership plan, Employee Stock Purchase Plans, ESPP, ESPP tax, Fedex ESPP, Fidelity ESPP, fidelity tax, form 11 espp, GAP Inc ESPP, HP ESPP, Long Term Capital Gains, Microsoft ESPP, non qualified stock options, Options, qualified disposition, Sensata ESPP, Short Term Capital Gains, Texas Instruments ESPP, United Healthcare Group ESPP, UPS ESPP, Wells Fargo ESPP, Writing Covered Calls 46 Read more >

ESPP Dividend Reinvestment

I have had a few readers ask about the difference between two key strategies inside of an ESPP – Selling Covered Calls and Dividend Reinvestment. I haven’t really covered Dividend… Read more >

Josh Maher September 26, 2012 ESPPComcast ESPP, ESPP, ESPP contribution, Espp strategies, Fedex ESPP, Fidelity ESPP, flipping ESPP, Home Depot ESPP, HP ESPP, Microsoft ESPP, Selling ESPP Immediately, tax on selling ESPP, uhc espp selling 3 Read more >

ESPP Options – Account Configuration

Ok, I get it. The account you have at Fidelity where your ESPP shares are dumped each quarter doesn’t allow option trading. Now you read my post on how to… Read more >

Josh Maher January 24, 2012 ESPPBest Buy ESPP, Call Option Strategy, Calls, Comcast ESPP, Covered Calls, Dividends, EMC ESPP, Employee Stock Purchase Plans, ESPP, Fedex ESPP, GAP Inc ESPP, HP ESPP, Long Term Capital Gains, Microsoft ESPP, Options, Sensata ESPP, Short Term Capital Gains, Texas Instruments ESPP, United Healthcare Group ESPP, UPS ESPP, Wells Fargo ESPP, Writing Covered Calls 5 Read more >

You Have An Employee Stock Purchase Plan Now What?

3/13/2017: Read the updated version of this ESPP article. This seems to come up a lot in large companies and having been on the end of not knowing what to… Read more >

Josh Maher January 16, 2012 ESPPBest Buy ESPP, Call Option Strategy, Calls, Comcast ESPP, Covered Calls, Dividends, EMC ESPP, Employee Stock Purchase Plan, Employee Stock Purchase Plans, ESPP, Fedex ESPP, GAP Inc ESPP, HP ESPP, Long Term Capital Gains, Microsoft ESPP, Options, Sensata ESPP, Short Term Capital Gains, Texas Instruments ESPP, United Healthcare Group ESPP, UPS ESPP, Wells Fargo ESPP, Writing Covered Calls 15 Read more >

Tag Archive: Microsoft ESPP

Microsoft ESPP and Annual Vesting

Reporting ESPP taxes

ESPP Dividend Reinvestment

ESPP Options – Account Configuration

You Have An Employee Stock Purchase Plan Now What?