The Balanced Spreadsheet-Financial News, Budget Advice, Debt help, Financial Tips, and other advice

January 21, 2010

Employee Stock Purchase Program 4Q ’09

Filed under: Uncategorized — thebalancedspreadsheet @ 11:25 am

The 4th quarter for my employer ended on December 31st.  That means another stock purchase through my employer stock purchase program (ESPP).  You can read a review of the entire process in my 2nd Quarter 2009 report.

ESPP 4th Quarter '09

Just like in the 3rd quarter, I had a slight capital gain loss but not as bad as last quarter.  If I had waited a few more days I would have had a capital gain as the stock increased to around $12.50.  Oh well, hindsight is always 20/20.  Overall a 10.46% return on investment is still pretty nice, especially considering the relative ease at which the return was generated.

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4 Comments »

  1. […] Employee Stock Purchase Program- As previously noted, our ESPP account was depleted to buy stock on December 31st. That stock was sold on January 10th and put into our cash reserves. The January amount equals one month’s pay that will be used to buy stock at the end of the fourth quarter. […]

    Pingback by January ‘10 Net Worth Update (+1.95%) « The Balanced Spreadsheet-Financial News, Advice, tips, and more — February 1, 2010 @ 11:54 am

  2. […] Employee Stock Purchase Program- Nothing new to report here, as another $1,667 was taken out of my paycheck and will be used to buy company stock at the end of the quarter which is March 31st. […]

    Pingback by February ‘10 Net Worth Update (+6.32%) « The Balanced Spreadsheet-Financial News, Advice, tips, and more — March 1, 2010 @ 9:26 am

  3. […] Employee Stock Purchase Program- End of a quarter so the amount is maxed out at $5,000.  Stock was bought at the close of business on March 31st and after quickly selling it will be posted to my checking account in about a week. […]

    Pingback by March Net Worth Update (+6.23%) « The Balanced Spreadsheet-Financial News, Budget Advice, Debt help, Financial Tips, and other advice — April 1, 2010 @ 10:25 am

  4. […] Employee Stock Purchase Program- Nothing new to report here, as another $1,667 was taken out of my paycheck and will be used to buy company stock at the end of the quarter which is June 30th. […]

    Pingback by May ’10 Net Worth Update (-2.44%) « The Balanced Spreadsheet-Financial News, Budget Advice, Debt help, Financial Tips, and other advice — June 1, 2010 @ 1:58 pm


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