If you're weighing leaving Anthropic before the IPO, the 90-day ISO exercise window and unvested RSU forfeiture rules can determine how much of your equity survives resignation. This guide covers every equity category, three departure scenarios, and the planning steps you need before you send that letter.
Exercising Anduril options with a security clearance: what's reportable, what Guideline F actually penalizes, and which funding routes protect both.
If your Anthropic equity clears $15 million after the IPO, this is the estate planning article you need to read before the roadshow begins.
The one constraint most advisors miss on Anduril employee equity – plus what exercising actually costs and what a tender can get you.
Anthropic employees holding Non-Qualified Stock Options face a different tax equation than ISO holders. No AMT, but ordinary income at full marginal rates – and a withholding gap that can blindside even careful planners. Here's how to build your NSO exercise strategy before the IPO window closes.
OpenAI's board answers to a nonprofit foundation that owns less of the company than Microsoft does. Here's how that's possible, what a Public Benefit Corporation actually means for shareholder rights, and what the open governance questions could mean for your equity.
Most tax strategies for Anthropic employees come with a painful asterisk. The donor-advised fund is the exception. Here's how contributing appreciated shares eliminates capital gains tax at both the federal and California level – and why Anthropic's matching program makes this one of the most significant financial moves of the IPO year.
OpenAI's August 2026 tender moved $7 billion to employees at the same $852B valuation as its March funding round, with no step-up for the first time in company history. This means changes for your equity, how the tax bill actually works, and what to weigh before the next window opens.
The OpenAI IPO created overnight equity experts. This guide gives OpenAI employees the exact questions to vet any financial advisor before handing over the most consequential financial decision of their career.
IRC Section 1202 can exclude up to $15 million in capital gains from federal taxes – but for Anthropic employees, QSBS eligibility is far narrower than most people realize, and California won't recognize it regardless. This guide explains who actually qualifies, what disqualifies most employees, and what to do before the IPO closes the planning window.
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