Top Tweets for #CompanyEquity
Congrats @rubrikInc employees, current and former. Reach out to our @CitrineCapital team to develop a plan for your company equity and beyond. ๐ #RubrikIPO #financialplanning #companyequity
Today's a great day for a #RubrikIPO ๐ Join us in welcoming @rubrikInc to our NYSE Community! $RBRK
Acquisitions can bring many changes for your company equity and beyond. If you're a @HashiCorp employee, our @CitrineCapital team is available to plan for this potential changes in ownership. #financialplanning #hashicorp #companyequity
IBM is nearing an acquisition of cloud-software provider HashiCorp https://t.co/KSM7lQLOly https://t.co/KSM7lQLOly
Congrats current and previous @Instacart employees on your upcoming IPO. This is your reward for all your hard work and dedication. Let's make a plan for your windfall to help achieve your goals and dreams.
#financialplanning #companyequity #IPO
https://t.co/nqtZhrMwYq
What can you do with your company equity?
๐ท๏ธ Sell it
๐ Donate it
๐ Gift it
๐ Hedge it
๐ฑ Exchange it
A balanced approach using multiple strategies is often most appropriate.
#CompanyEquity #FinancialPlanning
Our Citrine team has grown and we are accepting new clients. If you or a friend, family member or colleague are interested in learning more about our unique approach to financial planning and wealth management, please reach out to learn more! โ๏ธ๐๏ธ๐ก#CompanyEquity #FIRE
How to Diversify Concentrated Stock Positions ๐งต๐
Concentrated stocks can be a challenge when wanting or needing to diversify. They can be volatile, carry significant risk, and potentially jeopardize your financial plan.
#diversification #companyequity #concentratedstock
If youโre an insider with non-public information at a public company, you can utilize a #10b51 trading plan to diversify your company equity, while staying compliant. ๐๏ธ ๐You can customize your selling strategy by amounts, prices, and sell dates.
#CompanyEquity
It's important that #employeesofcolor have just as much opportunity at #CompanyEquity as their coworkers. @jjmccorvey writes on yet another area where #DEI could and should be improved. @WSJ https://t.co/Vlv5mpy6ji
Every firm has its own story. Jirayr Kembikian, CFPยฎ shared Citrine's with Plan Francisco. #cfp #feeonly #fiduciary #companyequity #stockoptions
https://t.co/W1FFxZ4Lht
Your #business could benefit by sharing #companyequity with employees. Learn more https://t.co/RUYU01NB8g Via @Inc #LGBTbiz #smallbiz
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