Executive Equity Compensation Guide

Equity compensation can be one of your greatest wealth-building tools — or a source of costly mistakes. This comprehensive guide covers the complexities of stock options, RSUs, and other common forms of stock-based compensation to ensure you’re getting the most out of your comp package.

Trusted by 300+ executives at Parker Hannifin, Progressive, SpaceX, and more.

Whether you hold options, RSUs, or a mix of both, this guide cuts through the complexity to ensure your equity is working for you.

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What’s In the Guide

A clear breakdown of every equity format — RSUs, ISOs, NSOs, ESPPs, SARs, and Performance Shares – with real-world examples built around situations like yours.

How to think about equity compensation as a fully integrated piece of your broader financial plan — taxes, risk tolerance, and the goals that actually matter to you.

The tax traps most executives miss (and how to plan around them) — from AMT exposure on ISO exercises to RSU withholding shortfalls and holding period strategy.

Master Your Executive Equity Package

Navigate stock options and RSUs with total confidence.

Peek Inside

A practical resource built for executives and stock-eligible employees.

Download now

Sample Insight

One of the biggest mistakes executives make is exercising ISOs without understanding AMT implications. Our guide walks you through a real-world scenario showing how timing can save you thousands on your tax bill.

Tempo Understands Equity Comp

We have 59+ years of combined experience in executive compensation and
$800M+ in assets under management as of December 31, 2025.

"Tempo helped me understand the tax implications of my RSU vesting schedule and saved me over $50K in unnecessary taxes."

John B

"The guide gave me clarity on when to exercise my ISOs. I wish I'd had this resource years ago."

Lucy P

"As my equity package grew, I realized I needed advice on how best to manage it. The Tempo team helped me feel confident planning for the future."

Cody L

"Our clients aren’t looking for someone to simply manage their money. They want a true partnership. Someone who understands the full picture and helps them make better decisions."

Bernie Garrah

Principal, Wealth Advisor

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