Archives

The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important [...]

RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is [...]

Incentive Stock Options are complicated. If you’re an early employee of Affirm, Snowflake, or soon-to-IPO companies like Coinbase, you likely are facing a windfall. Before you go down the [...]

Congratulations on your company’s IPO! Now comes the hard part as you wait for the lockup period to end. Traditionally, companies enforced a 180-day lockup period. Recent IPOs from Affirm, [...]

Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how [...]

You may have received another equity award from Snowflake called Restricted Stock Units. RSUs are more straightforward compared to your Incentive Stock Options, which were granted pre-IPO. RSUs [...]

After guiding clients through their company’s IPO and the subsequent lockup, I wanted to share lessons from their experiences. You’ll learn about the three mental traps I’ve observed [...]

Your Incentive Stock Options are complicated. As Snowflake’s lock-ups come off in December 2020 and March 2021, your stock options will go from a promise to (a lot of) real money. I address [...]

If you previously exercised your Snowflake Incentive Stock Options (ISOs), you may be sitting on a stockpile of shares with a huge embedded gain. As COVID continues its rampage across the US, you [...]

Transitions, even positive ones like a financial windfall from an IPO, can be overwhelming. You may be uncertain about what to do with your upcoming windfall from the Snowflake IPO. Important [...]