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incentive stock option

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Financial Dictionary

Incentive Stock Option - ISO

A type of employee stock option with a tax benefit, when you exercise, of not having to pay ordinary income tax. Instead, the options are taxed at a capital gains rate.

Investopedia Commentary

Although ISOs have more favorable tax treatment than NSOs, they also require the holder to take on more risk by having to hold onto the stock for a longer period of time in order to receive the better tax treatment.

Additionally, there are numerous restrictions which have to be met in order to qualify as an ISO.

Related Links

Option Compensation - Part One
Option Compensation - Part Two
The "True" Cost of Stock Options

See also: Capital Gain, Cashless Exercise, Employee Stock Option - ESO, Nonqualified Stock Option - NSO

Also spelled: ISO

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Financial Dictionary

incentive stock option

An option that permits an employee to purchase shares of the employer's stock at a predetermined price. No tax is due on any gain until the time of sale if the sale date is at least one year subsequent to the date on which the option was granted. Also called employee stock option, option.

Wall Street Words: An A to Z Guide to Investment Terms by David L. Scott.
Copyright © 2003. Published by Houghton Mifflin.
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Legal Dictionary

Main Entry: incentive stock option
see OPTION 3
Merriam-Webster's Dictionary of Law, © 1996 Merriam-Webster, Inc.
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