About Equifax equity
Equifax (EFX, HQ GA) grants RSUs to employees and also runs an Employee Stock Purchase Plan with a annual vesting cadence.
The annual cadence
Annual vesting concentrates the tax event. Large annual tranches are more likely to push a single vesting into the 37% supplemental threshold.
What to do next
- Run the RSU vesting calculator against your next tranche.
- Read the complete RSU guide.
- Match with a fiduciary advisor before a meaningful event.