Oura IPO: Equity, Tax, and Liquidity Planning
UPDATE: Oura delayed its IPO on September 29th, 2026. Oura publicly filed its S-1 with the SEC on September 3, 2026. Oura employees should prepare
Restricted stock units are a type of equity compensation typically awarded to employees. The blog also discusses what happens to RSUs during liquidity events such as IPOs, mergers, or acquisitions, or what happens to RSUs if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth from RSUs. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation.
UPDATE: Oura delayed its IPO on September 29th, 2026. Oura publicly filed its S-1 with the SEC on September 3, 2026. Oura employees should prepare
What to Expect When Anthropic Goes Public Anthropic is planning to go public in 2026! Employees with RSUs and stock options need to start making
Summary: RSU vs Stock Options Restricted stock units (RSUs) and stock options are very different forms of equity compensation. RSUs are awarded, whereas employees must
A company’s equity compensation plan can include two types of stock options: incentive stock options (ISOs) and non-qualified stock options (NSOs). There are other forms
SpaceX employee lockup rules and key dates for liquidity.
Executive Summary: What Are RSUs and How Are They Taxed? Restricted stock units (RSUs) are stock grants from an employer that give employees shares of
Selling Company Stock and Options After the IPO Lockup Period An IPO lockup period is the window, typically 180 days after a company goes public,
Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms