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Equity, in plain English.

Timely, specific writing on the decisions that shape a technologist’s equity — IPOs, acquisitions, taxes, and the moves that actually move the needle.

  • Which Anthropic Shares Should You Sell First?

    October 14, 2026

    Your brokerage defaults to FIFO. That's almost certainly the wrong method. Here's how Anthropic employees should sequence ISO, RSU, and NSO share sales to minimize taxes.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • OpenAI IPO Timeline and Valuation Tracker: Latest News for Employees

    October 12, 2026

    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.

    Financial Planning, ISOs, NSOs, RSUs
    Read More
  • Ramp QSBS: How to Check Whether Your Shares Qualify, Step by Step

    October 11, 2026

    Knowing the QSBS rules is one thing. Proving your Ramp shares qualify is another. Here's the step-by-step check – the documents to pull, the dates that matter, and exactly what to ask Ramp.

    Financial Planning, QSBS
    Read More
  • Anduril RSU Tax Withholding: What to Fix Before January

    October 9, 2026

    The default 22% withholding on your Anduril RSU settlement isn't a full tax payment – it's a statutory rate that likely covered two-thirds of your federal liability. One quarterly installment has already passed. This guide covers the safe harbors, the W-4 vs. estimated payment decision, and the eight steps to take before January 15.

    Financial Planning, RSUs
    Read More
  • Anthropic 10b5-1 Trading Plan Guide for Employees

    October 5, 2026

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

    Financial Planning
    Read More
  • Anduril Tender Offer: Eligibility, Transfer Restrictions, and What You Actually Control

    October 2, 2026

    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.

    Financial Planning
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  • Anthropic RSU Vesting at IPO: Tax Guide for Employees

    September 28, 2026

    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.

    Financial Planning, RSUs
    Read More
  • Anduril Stock Options and AMT: What Exercising Costs

    September 25, 2026

    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.

    Financial Planning, ISOs
    Read More
  • Ramp Employee Equity: QSBS, ISOs & NYC Taxes

    September 24, 2026

    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.

    Financial Planning, ISOs, NSOs, QSBS
    Read More
  • Leaving Anthropic Before the IPO: What Happens to Your Equity When You Resign?

    September 21, 2026

    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.

    Financial Planning
    Read More
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