One Stock, Most of Your Net Worth

How concentrated equity holders approached the sell, hold, tax, and first-year decisions

Key Takeaways

Exposure to one company has three layers: vested shares, unvested awards, and the salary and future grants that depend on the same employer. Most holders track only the first.
In a Long Angle poll of 286 members, 60% set their personal limit for a single stock at 15% of net worth or below, and 27% put it under 5%.
RSUs are taxed as ordinary income when they settle and that value becomes the cost basis, so a sale soon after realizes little further gain; the larger capital gains sit in long-held, low-basis shares and exercised options.
Several high-leverage moves close before a sale, including exercising incentive stock options (ISOs) across tax years, establishing residency, and estate transfers made before values rise.

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