Palantir reportedly doing a direct listing with investor lockup - Business Insider

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Palantir's direct listing breaks with Spotify and Slack in one critical way that affects insiders' ability to cash in their shares

The lock-up provision left some observers scratching their heads. Lockup periods are common in traditional IPOs. But neither Slack nor Spotify — the only two companies that have thus far used the direct listing method to go public in the US — included one in their offerings.

"It's just two" direct listings to date, said Reena Aggarwal, a finance professor and director of the Center for Financial Markets and Policy at Georgetown University. "That doesn't set a trend yet," she continued.In a traditional IPO, companies raise money by selling shares to institutional investors who then turn around and create a market for the stock by selling some of those shares on a stock exchange.

The laws and regulations governing public offerings don't mandate lockup periods, but they're typically required by the investment banks that underwrite IPOs. The IPO market is on fire after a short-lived drought — here are the hottest public debuts to keep an eye on, and which banks are eyeing big fees for pulling them off.

If anything, the reception Palantir is likely to see from public investors is even more uncertain, given what's been going on the markets. While the major indices have all bounced back from their coronavirus lows this spring and the S&P 500 and the Nasdaq are both at or near record levels, the markets have been highly volatile in recent months, Aggarwal said.

 

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