Cloudera’s “Down-Round” IPO: What Should I Do With My Equity?
Project Thunder has now been approved on the New York Stock Exchange as Cloudera (CLDR), but the numbers are less than compelling. After raising capital in 2014 at a $4.1 billion valuation, with Intel buying shares at $30.92, most would...Read More →
Okta, Inc. IPO: What Employees Should Be Doing Now
On April 7, 2017, Okta, Inc. successfully went public on the NASDAQ stock market. Trading under the symbol OKTA, shares were initially projected in the $13-$15 per share range according to numerous public reports. The stock has been consistently trading...Read More →
Don’t Get Double-Taxed On Your Stock Options
We see it all the time. You receive tax documents from your employer (W-2) and from your stock account custodian (1099 from Fidelity, Charles Schwab, Etrade, etc.). You report what’s on the forms directly into TurboTax, H&R Block, or some...Read More →
What Happened To H.R 5719 – Empowering Employees through Stock Ownership?
The short answer is: Nothing….yet. We spoke with Congressman Erik Paulsen’s office today, in an effort to get updates on the expectation of when the Senate would review and/or vote on the Bill – as passed by the House on...Read More →
Employees With Stock Options May Get Tax Relief
The House passed H.R. 5719 on Thursday, September 22nd and the bill now moves to the Senate for a vote. Here are some of the highlights of the proposed legislation: It passed with a vote of 287-124 – primarily with...Read More →