Exercise and hold

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A strategy where an employee exercises stock options to buy company shares and holds onto them rather than selling them immediately. This approach allows for potential long-term capital gains.

Expense ratio

Earned income

Earnings season

Employee stock option exercise and equity award agreement

Employee stock purchase plan (ESPP)

Employer-sponsored retirement account

Exercise price

Exercise date

Equity compensation

Equity security

Exchange-traded fund (ETF)

Exercise

Exercise and hold

Exercise and sell