Thanks. I get that part (I think). But the website I reference in my previous post discusses carry-forwards and how this can impact the amount of stock you can purchase, which I am still trying to figure out if it applies to me (or if it suggests a best course of action one way or another regarding my withholding for this next period):ESPP shares purchase limited to ** market value ** of $25,000 in a calendar year, based on the ** grant date value **.
Employees accrue the right to purchase stock in each year that the offering is outstanding, even if a purchase does not occur during the year. Thus, even in offerings that are 12 months or less in length, employees may sometimes be able to purchase more than $25,000 worth of stock if the offering spans more than one calendar year.
For example, assume a 6-month offering begins on October 1, 2021, with the first purchase occurring on April 30, 2022. Employees enrolled in the offering as of October 1, 2021, accrue the right to purchase $25,000 worth of stock for 2021 and again for 2022 and thus will be able to purchase $50,000 worth of stock on April 30, 2022.
Statistics: Posted by Zipster — Sat Mar 02, 2024 5:31 pm — Replies 6 — Views 666