openai Archives - Vested Financial Planning-San Carlos, CA

Should You Sell Your OpenAI PPUs After Your IPO?

by Tom Lo | Jul 2, 2026 | Employee Stock Purchase Plan

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

by Tom Lo | Jun 25, 2026 | Employee Equity Compensation

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....

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Should You Sell Your OpenAI PPUs After Your IPO?

What OpenAI Employees Should Do Before Your IPO

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