Effective 10b5-1 Plans: Best Practices and Strategies

Effective 10b5-1 Plans: Best Practices and Strategies

As an executive financial advisor, I’ve helped many directors and other executives of publicly traded companies establish 10b5-1 plans. If you’re a holder of company stock, it’s something you should consider not only to maintain public perception, but to protect yourself and the financial portfolio you’ve worked hard for. Here’s a closer look at these plans, as well as some 10b5-1 plan best practices executives should know.