Plummeting Stock Value Crisis Averted with Stop-Loss Strategy

A former employee of a $2.3 billion IT security firm had exercised 25,000 incentive stock option (ISO) shares at a strike price of $1.65 per share before the close of her post-termination window. She watched the share price rise throughout the lockup period, hitting $36 on day one and reaching $96 two weeks before lockup ended.

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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.