IPO lockup Archives | Wealthfront Blog Personal Finance & Investing Insights Fri, 03 Mar 2023 23:50:33 +0000 en-US hourly 1 https://www.wealthfront.com/blog/wp-content/uploads/2019/09/cropped-wave-logo-transparent-hi-res-500x500.png IPO lockup Archives | Wealthfront Blog 32 32 Wealthfront’s Guide to Equity & IPOs https://www.wealthfront.com/blog/announcing-our-guide-to-equity-ipos/ Tue, 05 Mar 2019 15:12:04 +0000 http://www.wealthfront.com/blog/?p=9961 As companies like Airbnb, Lyft, Pinterest, Slack, Uber, and others gear up for multi-billion-dollar IPOs this year, we know that employees are often left with more questions than answers about their equity compensation. We collected our most popular advice on valuing equity, exercising options, selling stock, and managing a windfall into a comprehensive Guide to Equity & IPOs.

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Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 3 https://www.wealthfront.com/blog/improving-tax-results-stock-options-restricted-stock-grants-2/ Mon, 31 Mar 2014 17:37:17 +0000 http://www.wealthfront.com/blog/?p=4378 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Wrapping It All Up: Tax Strategies In this third and final part to our series on the taxation of stock options and restricted stock units (RSUs), […]

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Improving Tax Results for Your Stock Option or Restricted Stock Grant, Part 2 https://www.wealthfront.com/blog/improving-tax-results-stock-options-restricted-stock-grants/ Thu, 27 Mar 2014 14:40:53 +0000 http://www.wealthfront.com/blog/?p=4375 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Applying the Tax Law to Common Employee Stock Situations In the first part of this three-part series, we discussed the four main taxes relevant to individuals. […]

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The Post-IPO Dilemma: Hedging Your Stock https://www.wealthfront.com/blog/hedging-stock/ Tue, 18 Mar 2014 16:20:27 +0000 http://www.wealthfront.com/blog/?p=4356 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs If your company recently went public and your stock price has gone up significantly then you’re probably wondering how you can hedge your position. Unfortunately there’s […]

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WhatsApp: What an Acquisition Means for Employees https://www.wealthfront.com/blog/whatsapp-acquisition-employees/ Fri, 21 Feb 2014 16:34:12 +0000 http://www.wealthfront.com/blog/?p=4324 The announcement that Facebook is buying WhatsApp for $19 billion generated a lot of interest. The most popular question we received is what does the acquisition mean for the employees financially. IPOs tend to get all the headlines, but in many cases technology companies are acquired. This post will walk through the economics of an […]

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Company Going IPO? Four Things Every Employee Should Consider https://www.wealthfront.com/blog/twitter-ipo-sell-exercise-options/ Fri, 13 Sep 2013 14:41:40 +0000 http://www.wealthfront.com/blog/?p=4080 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Yesterday’s disclosure that Twitter filed to go public has once again fueled interest in the IPO market. Speculation runs rampant that AirBnB, Arista Networks, Box, Dropbox, […]

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What To Do When Your Stock Lockup Ends https://www.wealthfront.com/blog/ipo-lock-up-effect-on-stock-prices/ Thu, 10 May 2012 19:07:40 +0000 https://www.wealthfront.com/blog/?p=2125 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs A flood tide of shares is hitting the market in May and June, as a number of the high-profile tech IPOs from the fall emerge from […]

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The One Day To Avoid Selling Your Company Stock https://www.wealthfront.com/blog/selling-stock-post-ipo-lockup/ Wed, 11 Apr 2012 15:54:27 +0000 https://www.wealthfront.com/blog/?p=1987 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Our analysis of post-lockup stock price data shows that, on average, one of the worst days to sell is on the day immediately following the lockup […]

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Real Data-Based Guidance On Selling Stock Post-IPO https://www.wealthfront.com/blog/selling-stock-post-ipo/ Mon, 02 Apr 2012 19:18:36 +0000 https://www.wealthfront.com/blog/?p=1989 Editor’s note: Interested in learning more about equity compensation, the best time to exercise options, and the right company stock selling strategies? Read our Guide to Equity & IPOs Today, we’re releasing an analysis that suggests employees in IPO companies making decisions about how and when to diversify their portfolios should take into account whether […]

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Wall Street Invades Silicon Valley https://www.wealthfront.com/blog/silicon-valley-wealth-management/ Sat, 04 Feb 2012 16:21:00 +0000 https://www.wealthfront.com/blog/?p=1794 Brokers around the country have woken up to the wealth being created by Silicon Valley IPOs and are busy plotting to get a share of it. One trade publication for brokers and financial advisors published a kind of “cheat sheet” on big Valley companies, which ends with the suggestion that brokers should become less like […]

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