Millennials and Equity Compensation: Schwab Study

Only 41% of Employees Receiving Stock Compensation Sold Any


A recent Forbes article shared findings from Logica a partnered study about the attitudes and behaviors of 1,000 participants in equity-compensation plans who receive incentive stock options or restricted stock awards. The study also looked at participants in employee stock purchase plans.


Research Study Participants

Participants in equity compensation plans hold nearly $100,000 in vested stock and less that half have ever sold or exercised their shares, according to a new study from Schwab Stock Plan Services. The main finding of the research was that only 41% of respondents have exercised or sold at least some of their equity compensation during their career.  


Generational Financial Behavior

Millennials were the most likely to cash out. The study reported that 48% of the Millennial participants had exercised or sold some equity compensation. Of the Baby Boomers in the study, 41% said they have taken money off the table and of the members of Generation X (Gen X) only 35% have sold.


Continue reading more about the study on Forbes, BusinessWire, and ThinkAdvisor.


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