Should You Sell Your OpenAI PPUs After Your IPO?
Key Takeaways: The timing of the Profit Participation Unit (PPU) sale depends on your documents and lockup period. Your sell decision starts with what your PPUs became, when they can be sold, and which restrictions still apply. Your concentration and goals after an...
Should You Sign Up For Your ESPP
Hi, I’m Tom Lo with Vested Financial Planning, here to help you answer the question: Should you sign up for your ESPP? The answer is if you can sell your stock within a few days after the ESPP ends, then I would max it out. Remember, you’re going to get...
What is an Employee Stock Purchase Plan or ESPP
Transcript of What is an Employee Stock Purchase Plan Hi, my name is Tom Lo. I’m with Vested Financial Planning here to help you understand a ESPP. Your ESPP or Employee Stock Purchase Plan is a benefit for many tech employees at publicly traded companies. It...
What to Do When My IPO Lock-Up Expires?
What to Do When My IPO Lock-Up Expires? Transcript: In this video, I explain three steps to prepare for you IPO lock-up expiring. Hi, I’m Tom Lo with Vested Financial Planning. I’m here to help you answer the question: What should I do when my IPO...
