Concentration risk and selling in stages
Believing in your company and holding most of your net worth in its stock are two different decisions. It's possible to feel strongly about the first and still ...
Liquidity events
Tender offers, IPOs, and lockup periods each come with their own rules and windows. Knowing them in advance means the moment does not catch you unprepared.
Liquidity events
Liquidity events
Lockups, trading windows, and 10b5-1 plans: when you can actually sell
Becoming eligible to sell doesn't mean you can sell anytime. After a company goes public, several layers of rules decide when employees can sell. Knowing them ...
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