Free Guide

The Big Tech RSU Playbook

Concentrated stock strategies for senior tech employees with $1M+ in RSUs at companies that prohibit hedging.

Diversify in 1–3 years through systematized selling

Generate tax losses to offset gains, quarter by quarter

Without collars, prepaid forwards, or pledging shares

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What’s inside

The Problem

Why concentration is riskier when you can’t hedge

Why You Can’t Hedge

Anti-hedging policies and what they actually prohibit

The Four Moves

Systematic selling, the SMA engine, strategic giving, sell-at-vest

The Comparison Matrix

All strategies side by side

Stacking Strategies

How to layer for maximum impact, with a worked example showing $450K–$650K in potential tax savings on a $3M position

Questions to Ask Before You Move

The checklist

Quarterly Funnel

Highest-Basis Lots

Recent vests · smallest embedded gain

Sell on a schedule

Future RSU Vests

New shares every quarter

Sell-at-vest default

Long/Short SMA

or direct index account

Builds the diversified portfolio while harvesting tax losses

130 / 30 · tax-aware

Tax Losses

Used to offset gains from future quarterly sales

Repeat each quarter

More vests, more sales, more harvested losses

One-Time

Donate Lowest-Basis

to a Donor-Advised Fund

Done once, then move on

The four-move playbook, visualized

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This material is for informational and educational purposes only and does not constitute financial, tax, or legal advice or an offer to buy or sell any security. Investment strategies involve risk, including possible loss of principal. Tax laws are complex and subject to change; consult qualified tax and legal professionals regarding your specific situation. Any examples, figures, or scenarios shown are hypothetical, illustrative only, and not a guarantee or projection of results. Playbook Wealth Partners offers advisory services through HBW Advisory Services LLC, a registered investment adviser.