Q: I need to better understand the shares that I have been given.

A: Merry Christmas ... a few initial questions for you: [1] By "shares you have been given", do you mean that the shares were a "gift" or that you "purchased or acquired" the shares in some fashion? [2] Did you receive any documentation when you acquired the shares? ... and [3] I would suggest that you schedule a free initial 30-minute video call consultation ...

A: Understanding your shares requires looking at several key aspects of your equity compensation. Let me help break this down for you.

First, you'll want to review your grant documentation carefully to understand the type of shares you've received - whether they're Restricted Stock Units (RSUs), stock options, or another form of equity. Each type has different rules about when you can access them and how they're taxed.

Your vesting schedule is crucial - this determines when you actually gain ownership of the shares. Most companies use a four-year vesting period with a one-year cliff, meaning you need to stay with the company for one year before receiving your first portion of shares. After that, shares typically vest monthly or quarterly.

It's worth connecting with your HR department or reviewing your offer letter to understand the total number of shares granted, their current value, and any specific conditions attached to them. You might also benefit from speaking with a financial advisor who can help you plan how these shares fit into your overall financial strategy and explain the tax implications.