Financial Planning

Anthropic's IPO changes everything for employee equity. Here's what a 10b5-1 trading plan is, who needs one, and why timing matters.

How an Anduril tender offer works – who is eligible, why the buyer's identity can change your tax rate, and the shorter decision window the 2026 SEC order created.

Years of accumulated RSU equity can land in a single tax year at IPO. Here's the tax math, the withholding gap that trips people up, and what to do before November.

Anduril stock options and AMT under the 2026 rules: your crossover point, why you cannot undo an exercise here, and how much tax comes back.

Ramp went from $1.6B to $44B in five years. For Ramp employee equity, QSBS eligibility was settled the day each share was issued – your exercise date, not your grant date. Here's how to check yours.

The OpenAI IPO moved to 2027, and in September Sam Altman confirmed it on the record. This tracker covers the $852 billion valuation, S-1 status, the Anthropic comparison, and what OpenAI employees should do about their equity right now.

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.