Do non-qualified stock options need to be exercised in date order?

February 11, 2004

Subject:   Non Qualified Stock Options
Date:   Sat, 24 Jan 2004
From:   John


I can’t find anything that says NQSO’s need to be exercised in date order. Has that rule changed?



Date:   Mon, 02 Feb 2004

Hello John,

No. To my knowledge, NQSOs were never required to be exercised in date order. Some plans could have provisions to that effect, which could supercede the general rule.

Good luck!

Mike Gray

For more information about non-qualified stock options, request our free report, “Executive Tax and Financial Planning For Non-Qualified Stock Options”.

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