Equity compensation//38s
Your company went public. Now you have a concentration problem.
Ten years in tech, then an IPO, and suddenly you have a seven- or eight-figure position in one stock. What that means and why it needs a plan.
Transcript
Congratulations, your company just went public. You have been working in tech for ten years, and all of a sudden you have a seven- to eight-figure stock position that you had no plan for.
This is a problem for a lot of people in technology. They are an engineer, not an executive, and they have not really worked with somebody to exit a liquidity event. This is called stock concentration. It happens to a lot of people in the tech field as these AI companies start to go public.
This is why it is important to have a strategy with something like this. You do not want to hold one stock forever. It could work out really well. These AI companies could go gangbusters and all of a sudden you are the smartest person ever. But you also have to have a plan if things go the other way.
These are transcripts of short educational videos Malik published on his own social profiles, edited for readability and to remove phrasing that could read as a personal recommendation. They are general education and marketing, not tax, legal, or investment advice, and not a recommendation to buy, sell, exercise, donate, hedge, or hold any security or to use any account, plan, or strategy. Contribution limits, phase-outs, and tax treatment change and depend on your facts. Talk with your own tax, legal, and advisory professionals before acting.