嘉信不同名股票轉移 - 理財

By Kyle
at 2023-03-29T12:22
at 2023-03-29T12:22
Table of Contents
請問老公是在台美商科技業,有員工配股的rsu+espp,券商是嘉信。
現在老婆新開一個嘉信帳號的話,老公所持股的股票(主要是ESPP)可以直接從他的帳戶
轉移股數到老婆的帳戶嗎?
另外因為有員工閉鎖期限制幾時才能買賣,如果轉移股數到老婆帳戶也要遵守閉鎖期規定
嗎?
想知道有沒有遇過此種情況的人分享一下,感謝!
--
現在老婆新開一個嘉信帳號的話,老公所持股的股票(主要是ESPP)可以直接從他的帳戶
轉移股數到老婆的帳戶嗎?
另外因為有員工閉鎖期限制幾時才能買賣,如果轉移股數到老婆帳戶也要遵守閉鎖期規定
嗎?
想知道有沒有遇過此種情況的人分享一下,感謝!
--
Tags:
理財
All Comments

By Hedda
at 2023-04-03T10:04
at 2023-04-03T10:04
閉鎖期 本身不能賣不能轉

By Harry
at 2023-04-02T00:02
at 2023-04-02T00:02

By Isla
at 2023-04-06T21:43
at 2023-04-06T21:43

By Odelette
at 2023-04-02T00:02
at 2023-04-02T00:02

By Steve
at 2023-04-06T21:43
at 2023-04-06T21:43
發布財報前的禁止交易時段, 或者你們有甚麼其他避稅需求

By Linda
at 2023-04-02T00:02
at 2023-04-02T00:02

By Anthony
at 2023-04-06T21:43
at 2023-04-06T21:43

By Ivy
at 2023-04-02T00:02
at 2023-04-02T00:02
bit 。而且espp是員工自己出錢認購,算是我出錢藉由我
老公員工名義去買的,想說直接嘉信股票互轉,就不用要
賣掉轉回台灣換成台幣還我。

By Andrew
at 2023-04-06T21:43
at 2023-04-06T21:43

By Olivia
at 2023-04-02T00:02
at 2023-04-02T00:02

By Christine
at 2023-04-06T21:43
at 2023-04-06T21:43

By Annie
at 2023-04-02T00:02
at 2023-04-02T00:02

By Faithe
at 2023-04-06T21:43
at 2023-04-06T21:43
不是另外繳錢

By Blanche
at 2023-04-02T00:02
at 2023-04-02T00:02

By Oliver
at 2023-04-06T21:43
at 2023-04-06T21:43

By Ethan
at 2023-04-02T00:02
at 2023-04-02T00:02
,券商沒有那麼傻,他要保障投資人

By Aaliyah
at 2023-04-06T21:43
at 2023-04-06T21:43

By Isla
at 2023-04-02T00:02
at 2023-04-02T00:02

By Ursula
at 2023-04-06T21:43
at 2023-04-06T21:43

By Queena
at 2023-04-02T00:02
at 2023-04-02T00:02
證明也說不定

By Edward Lewis
at 2023-04-06T21:43
at 2023-04-06T21:43

By Olivia
at 2023-04-02T00:02
at 2023-04-02T00:02

By Dinah
at 2023-04-06T21:43
at 2023-04-06T21:43

By Dinah
at 2023-04-02T00:02
at 2023-04-02T00:02
但有遺產稅)。但也許還是會卡在手續上面,在台灣即使是

By Vanessa
at 2023-04-06T21:43
at 2023-04-06T21:43
你轉。然後按照規定,即使在境外贈與,台灣還是要申報。

By Tracy
at 2023-04-02T00:02
at 2023-04-02T00:02

By Aaliyah
at 2023-04-06T21:43
at 2023-04-06T21:43

By Harry
at 2023-04-02T00:02
at 2023-04-02T00:02

By Margaret
at 2023-04-06T21:43
at 2023-04-06T21:43

By Poppy
at 2023-04-02T00:02
at 2023-04-02T00:02

By Kristin
at 2023-04-06T21:43
at 2023-04-06T21:43

By William
at 2023-04-02T00:02
at 2023-04-02T00:02

By Joe
at 2023-04-06T21:43
at 2023-04-06T21:43
那就用妳老公的名字或者聯名就好 這篇不知道在堅持啥

By Ina
at 2023-04-02T00:02
at 2023-04-02T00:02
甚麼兩年內價格啥的那個是扣薪尚未買股的時間 而且通常

By Valerie
at 2023-04-06T21:43
at 2023-04-06T21:43

By Delia
at 2023-04-02T00:02
at 2023-04-02T00:02

By Charlie
at 2023-04-06T21:43
at 2023-04-06T21:43

By Dorothy
at 2023-04-02T00:02
at 2023-04-02T00:02

By Hamiltion
at 2023-04-06T21:43
at 2023-04-06T21:43

By Zenobia
at 2023-04-02T00:02
at 2023-04-02T00:02

By Daniel
at 2023-04-06T21:43
at 2023-04-06T21:43

By Frederic
at 2023-04-02T00:02
at 2023-04-02T00:02
所以你只能選擇用聯名 不同名應該是不行

By Charlie
at 2023-04-06T21:43
at 2023-04-06T21:43
一間買價是過去兩年某幾個日子當中最低價再打折,另一間

By Agnes
at 2023-04-02T00:02
at 2023-04-02T00:02

By James
at 2023-04-06T21:43
at 2023-04-06T21:43

By Rachel
at 2023-04-02T00:02
at 2023-04-02T00:02

By Tracy
at 2023-04-06T21:43
at 2023-04-06T21:43

By Sandy
at 2023-04-02T00:02
at 2023-04-02T00:02

By Suhail Hany
at 2023-04-06T21:43
at 2023-04-06T21:43

By Daniel
at 2023-04-02T00:02
at 2023-04-02T00:02

By Lily
at 2023-04-06T21:43
at 2023-04-06T21:43

By Sierra Rose
at 2023-04-02T00:02
at 2023-04-02T00:02
賣價閉鎖時間 一樣沒有員工的股票

By Frederica
at 2023-04-06T21:43
at 2023-04-06T21:43
另外講"閉鎖" 都是只鎖多少時間能賣 而不是你講的
"買價"閉鎖

By Tom
at 2023-04-02T00:02
at 2023-04-02T00:02

By Kyle
at 2023-04-06T21:43
at 2023-04-06T21:43
1.閉鎖期是財報前一個月不能買賣,不是股票還沒vested

By Tracy
at 2023-04-02T00:02
at 2023-04-02T00:02
水扣兩年

By Skylar DavisLinda
at 2023-04-06T21:43
at 2023-04-06T21:43
RSU不同,ESPP沒有grant/vest,所以股數/價格都是未定的
,既然沒有grant,也沒有什麼員工是否擁有股票的問題,
鎖兩年買價就只是遊戲規則而已,所有事情都發生在purch
我通常拿到ESPP都是隔天直接賣掉,至於閉鎖期是員工在特
定時間不能買賣自家的股票,例如原Po說的財報前一個月,

By Lily
at 2023-04-02T00:02
at 2023-04-02T00:02
這是額外的限制跟ESPP本身規則無關

By Eden
at 2023-04-06T21:43
at 2023-04-06T21:43
這樣根本也不會產生什麼轉移的問題

By Caitlin
at 2023-04-02T00:02
at 2023-04-02T00:02
券商網站那邊根本不會出現股數/價格(至少E*Trade不會),

By Zenobia
at 2023-04-06T21:43
at 2023-04-06T21:43

By Olga
at 2023-04-02T00:02
at 2023-04-02T00:02
第一次聽到 感覺有人不太懂

By Madame
at 2023-04-06T21:43
at 2023-04-06T21:43

By Edward Lewis
at 2023-04-02T00:02
at 2023-04-02T00:02
扯,我們說的鎖買價是lookback period,除了你沒人說什
麼閉鎖,你講的閉鎖叫做vesting period,兩者完全無關,
ESPP根本沒有vesting period的概念,原Po要轉移股票那肯
定是買完出現在券商帳戶之後的事,扣薪水的期間叫做pur
chase period,這時候根本沒有股票是要轉個屁哦
認真上班哦,我已經退休了,RSU/ESPP都是$0哦

By Mason
at 2023-04-06T21:43
at 2023-04-06T21:43

By Donna
at 2023-04-02T00:02
at 2023-04-02T00:02
正規作法就是開一個嘉信夫妻聯名帳戶然後轉到那裡去
再轉到妳個人帳戶,或是省事點就直接放聯名帳戶就好
。

By Eden
at 2023-04-06T21:43
at 2023-04-06T21:43
,錢進老婆帳戶再買,還比較快
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