Tag: company stock

What Should You Do with Your Giant Pile of Company Stock?

Block Woman stands next to stack of papers as tall as she is

Have you decided you want to do something about all this company stock, but you’re stymied by not knowing how? It’s a giant elephant, and you have no idea how to take the first bite.

Employee Stock Purchase Plans (ESPP): Enroll, But Don’t Get Too Excited.

Block Woman gazes at white horizontal sheet of paper propped up on a light-colored wood easel. A green question mark symbol hangs above her pointed head.

Do you know, more or less, how RSUs work, but ESPPs are a complete mystery? Join many of our clients in that confusion. And frankly they are stupidly complicated for the amount of money they’re worth to you.

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Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.

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The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

Block Women on level two of a three-level blue staircase

If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.

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You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.

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You kept all your company stock. And now it’s worth so much less. What should you do?

Block Woman being elevated while with a pile of papers underneath

Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!

company stock

Your Company Is Going Public. The Power of a Good Question. Or 5.

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

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How many of my RSUs should I sell?

How many of your RSUs should you sell when they vest?

I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).

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Airbnb Is Going Public. Time to Create a (Flexible) Strategy.

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Soooo…Airbnb’s going public. Can I get a woo woooo?!

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My (private) company is doing a tender offer. Should I participate?

Flow FP's block woman brings a stack of shares to the powers that be.

When you work at a private company, you might dream about your company going IPO one day, and all your company stock turning into riches. If you’re reading this post, I imagine you are now contending with one of the other ways to turn private-company stock into grocery money: a tender offer.

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A Collection of The Most Important Bits About Restricted Stock Units (RSUs)

Flow FP's block woman contemplates future cash with a checklist in hand

Over many blog posts and over many conversations with clients and colleagues, I’ve trotted out a few different ways of framing and understanding RSUs. I never know what framing is going to hit home, so I thought I’d gather them all into one post. Maybe one thing I write below will finally make you go, “Oooooohhhhh! That’s how they work.” A gal can hope.

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Is Airbnb EVER Going Public?

Flow FP's Block Woman, overwhelmed by paper, feels a sense of Urgency. Of sorts.

Have you been waiting a Very Long Time for Airbnb to go public? Did you get all excited back in September of last year when Airbnb announced that it would go public in 2020? Are you beginning to wonder if it will ever happen? All that lovely stock, all those beautiful RSUs, all those tempting stock options…when will they turn into MONEY?!

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