As market volatility continues and IPOs (Initial Public Offering) and M&A (Mergers & Acquisitions) activity ramp up, executives face critical decisions about their vesting stock plans. From insider trading rules to transaction restrictions and regulatory hurdles, the stakes are high - especially for those transitioning from startup environments.

Tune in to the latest episode of the Prosperity at Work podcast, where we break down what you and your executives should be aware of. 

In this episode, you’ll discover:

·         How market volatility impacts vesting and sales windows

·         Strategies for deciding what to do with vested stock

·         Why 10b5-1 planning is more important than ever

·         The evolving role of AI in executive education

Don’t miss out on insights from Bob Fritz, Head of Executive Advisory, J.P. Morgan Private Bank and Chris Dohrmann, Strategic Partnerships at Workplace Solutions that can help you make informed decisions in 2026 and beyond. 

This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.