6 ms·
With options (at least ISOs), you don't qualify for the long-term capital gains rate until you've held the shares for at least a year after exercise AND waited
by bgentry 10y ago
With options (at least ISOs), you don't qualify for the long-term capital gains rate until you've held the shares for at least a year after exercise AND waited at least two years from the grant date to sell them.
It's possible that the second requirement is what affected ChuckMcM.