Privacy Policy

Last updated: Mar 15, 2026

Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

• Account means a unique account created for You to access Our Service or parts of Our Service.
• Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to Equity Simplified.
• Cookies are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing history on that website among its many uses.
• Country refers to: California, United States.
• Device means any device that can access the Service such as a computer, a cellphone or a digital tablet.
• Personal Data is any information that relates to an identified or identifiable individual.
• Service refers to the Website.
• Service Provider means any natural or legal person who processes the data on behalf of the Company. It refers to third-party companies or individuals employed by the Company to facilitate the Service, to provide the Service on behalf of the Company, to perform services related to the Service or to assist the Company in analyzing how the Service is used.
• Usage Data refers to data collected automatically, either generated by the use of the Service (for example, filling out the AMT Calculator, RSU Calculator, or ISO Planner forms) or from the Service infrastructure itself (for example, the duration of a page visit).
• Website refers to Equity Simplified, accessible from https://equitysimplified.com.
• You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service, as applicable.

This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You.

Equitysimplified.com and its affiliated sites (collectively, the "Site") are owned by Equity Simplified LLC and its affiliates ("Equity Simplified", the "Company", "we", or "us"). Access to and use of the Site is subject to these terms and conditions of use.

We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

Collecting and Using Your Personal Data

Personal Data

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You.

Usage Data

Usage Data is collected automatically when using the Service. Usage Data may include information such as Your Device's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of Our Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

When You access the Service by or through a mobile device, We may collect certain information automatically, including the type of mobile device You use, Your mobile device unique ID, the IP address of Your mobile device, Your mobile operating system, the type of mobile Internet browser You use, and other diagnostic data.

When you use the Service, you might also input information into forms such as the AMT Calculator, RSU Calculator, or ISO Planner. We may collect that information, which includes but is not limited to information such as salary, 401(k) contributions, Incentive Stock Option details, and RSU vesting details.

Tracking Technologies and Cookies

We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. The technologies We use may include:

• Cookies or Browser Cookies. A cookie is a small file placed on Your Device. You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent. However, if You do not accept Cookies, You may not be able to use some parts of Our Service.
• Web Beacons. Certain sections of Our Service and Our emails may contain small electronic files known as web beacons that permit the Company to count users who have visited those pages or opened an email and for other related website statistics.

Necessary / Essential Cookies

• Type: Session Cookies
• Administered by: Us
• Purpose: These Cookies are essential to provide You with services available through the Website and to enable You to use some of its features. They help to authenticate users and prevent fraudulent use of user accounts.

Functionality Cookies

• Type: Persistent Cookies
• Administered by: Us
• Purpose: These Cookies allow us to remember choices You make when You use the Website, such as remembering your login details. The purpose of these Cookies is to provide You with a more personal experience and to avoid You having to re-enter your preferences every time You use the Website.

We also use third-party web analytics services, such as Google Analytics, on the Site, to provide us with statistics and other information about visitors to the Site.

Use of Your Personal Data

The Company may use Personal Data for the following purposes:

• To provide and maintain Our Service, including to monitor the usage of Our Service.
• To manage Your Account and registration as a user of the Service.
• For the performance of a contract: the development, compliance and undertaking of the purchase contract for products or services You have purchased through the Service.
• To contact You by email or other electronic communication regarding updates or informative communications related to the Service.
• To provide You with news, special offers and general information about financial literacy, education, and ways to save on taxes. We may send you marketing emails or newsletters, which you can unsubscribe from by clicking the link at the bottom of the email.
• To manage Your requests to Us.
• For business transfers: We may use Your information to evaluate or conduct a merger, divestiture, restructuring, or other sale or transfer of some or all of Our assets.
• For data analysis, identifying usage trends, and to evaluate and improve Our Service, products, and your experience.

We may share Your personal information in the following situations:

• With Service Providers: We may share Your personal information with Service Providers to monitor and analyze the use of Our Service.
• For business transfers: We may share or transfer Your personal information in connection with any merger, sale of Company assets, or acquisition of all or a portion of Our business.
• With Affiliates: We may share Your information with Our affiliates, in which case we will require those affiliates to honor this Privacy Policy.
• With Your consent: We may disclose Your personal information for any other purpose with Your consent.

The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy, or as required to comply with legal obligations, resolve disputes, and enforce Our agreements.

Transfer of Your Personal Data

Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer.

The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy.

Disclosure of Your Personal Data

Business Transactions

If the Company is involved in a merger, acquisition or asset sale, Your Personal Data may be transferred. We will provide notice before Your Personal Data is transferred and becomes subject to a different Privacy Policy.

Law Enforcement

Under certain circumstances, the Company may be required to disclose Your Personal Data if required to do so by law or in response to valid requests by public authorities.

Other Legal Requirements

The Company may disclose Your Personal Data in the good faith belief that such action is necessary to comply with a legal obligation, protect and defend the rights or property of the Company, prevent or investigate possible wrongdoing, or protect against legal liability.

Advertising Policy

Equity Simplified maintains a distinct separation between advertising and editorial content. All advertising or sponsored content on Equity Simplified is clearly and unambiguously distinguished from editorial content and identified as an "Ad," "Advertisement," "Sponsored" or a similar designation.

Editorial content on Equity Simplified is not influenced by advertisements unless the content is sponsored content, in which case it will be clearly identified.

Affiliate Links Disclosure

Contributors and/or Equity Simplified may receive compensation for participation in third-party affiliate marketing programs, including purchases made through links to Equity Simplified's partners. Pages containing affiliate marketing links will be identified with a disclaimer.

Security of Your Personal Data

The security of Your Personal Data is important to Us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.

Links to Other Websites

Our Service may contain links to other websites that are not operated by Us. We strongly advise You to review the Privacy Policy of every site You visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

Changes to this Privacy Policy

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, you can contact us at questions@equitysimplified.com.