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...
What OpenAI Employees Should Do Before Your IPO
Key Takeaways: Determine how concentrated you are in OpenAI equity. A large share of your net worth may sit in legacy Profit Participation Units PPUs, converted OpenAI Group stock, restricted stock units (RSUs), or future grants, and sizing that up is the first step....
How to Determine If You Should Sell Your Anthropic Equity After Your IPO
Key Takeaways: Start with availability, not the headline value. A post-IPO account balance can look impressive, but the real sell decision depends on which shares have settled, which options have been exercised, and which holdings are approved to trade. Measure...
