Offer Brief · offer evaluatorCareer IntelligenceFiled · Sep 14, 2026 · Confidential

Subject company

Palantir Technologies Inc.

Forward Deployed Data Scientist, Lead · Lead · New York, NY

Take the offer seriously; negotiate from strength on equity and scope. The equity grant is your most productive lever — ask about refresh cadence, vesting cliff terms, and bonus eligibility before you sign.

Palantir Technologies Inc.: Strong trajectory — Rule of 40 score of 155.7, base at the 100th percentile of the New York market band, headline package 3.9× the base-cash median.

Base

$215K

Equity grant

$300K

Vest

4 yr · cliff 1

Offer vesting schedule

Market band · DOL H-1B / LCA

Data Scientists · Palantir Technologies Inc. · New York

This offer’s base sits at the 100th percentile — above nearly every certified filing in this band.

Role-specific match

P25

$128K$128,000

Median

$143K$143,000

P75

$160K$160,000

P90

$185K$185,000

Your base: $215,000 · $55,000 above the P75 mark — this band is a floor under you, not a ceiling

Source: DOL OFLC LCA disclosure data · n=21 certified filings · base cash only (excludes equity and bonus). Use as a citable market floor, not total compensation.

Only 21 certified LCA wage rows matched — treat the band as directional.

The return on this brief

$11K / yr recurring

$17K one-time

The negotiation room this brief is built to unlock — typically many multiples of its price. The lever-by-lever play is in the negotiation playbook below.

Strong

company trajectory · low confidence

One number that matters

$1.18M

5-year expected total comp (probability-weighted NPV)

bear

$928K

base

$1.11M

bull

$1.49M

What moves this number

Nominal (undiscounted) 5-year total under the base scenario: $1,452,500
Discount rate applied to every year: 10%
Annual target bonus: NOT PROVIDED at intake — every year below is base (plus signing and vesting equity) alone. No bonus was assumed.
Vesting over 4 years with 1-year cliff
Bear equity multiple: 0.4x
Base equity multiple: 1.5x
Bull equity multiple: 3.8x
Exit probabilities: bear 20%, base 50%, bull 30%

01 · Executive decision

What to do next

Start here. This section compresses the brief into the decision, the strongest reasons behind it, and the risks that deserve verification before you sign.

Why the verdict landed here

Base $215,000 sits at the 100th percentile of the base-cash market band (median $143,000).
Company operating quality is strong (Rule of 40: 155.7).
Base sits at the 100th percentile of the certified base-cash band for New York (n=21).
Rule of 40 at 156 (92.8% revenue growth plus 62.8% FCF margin).

What to verify before signing

Sustained insider selling pattern detected.

Signals we only see when the data is connected

The 64x revenue multiple and 60.8% annualized volatility make the $300K RSU grant the dominant compensation variable — yet the offer letter is silent on cliff, refresh, and change-of-control terms that could reduce its realized value to zero in plausible scenarios

high

Offer economics + Risks + Company quality + Negotiation leverage · medium confidence · 3 source facts in the appendix

Insider selling of ~$121.81M across 9 open-market trades in 90 days, combined with a $0 employer 401(k) match, means insiders are systematically monetizing equity while new hires absorb both stock-price risk and a below-market retirement benefit — the $40K signing bonus does not compensate for this structural asymmetry

high

Leadership and stability + Negotiation leverage + Risks + Questions to ask · medium confidence · 3 source facts in the appendix

Palantir's 92.8% revenue growth and Rule of 40 of 155.7 justify the equity ask, but $631M in federal obligations concentrated entirely in the Department of Defense means a single policy shift or contract non-renewal could break the growth trajectory that the five-year forecast implicitly assumes

high

Company quality + Career upside + Risks + Employer durability · medium confidence · 3 source facts in the appendix

The CFO was appointed in February 2025 and the Chief Accounting Officer departed in the same transition — a dual finance-leadership reset at a company priced at 117.5x free cash flow creates reporting-continuity risk that the financial health score of 95 does not yet reflect

medium

Leadership and stability + Employer durability + Risks · medium confidence · 3 source facts in the appendix

Unlock 3 more signals only Footnote connects

Live SEC filings, peer comp, scripts, provenance, and canonical synthesis — built for your company and offer.

Get the Executive Brief — $149 Compare both brief tiers

Score components

Org health · 36%95

Leadership · 21%87

no SEC graph — neutral prior

Strategy · 21%75

Alumni · 0%55

not weighted in this composite — no evidence to score it

Promotion · 0%55

not weighted in this composite — no evidence to score it

Skills · 14%55

no skills signal — neutral prior

Red flags · 7%30

Bar color: strong (65+) · moderate (45–64) · weak (<45)

Higher is healthier on every bar — including Red flags, where a high score means few were raised

55% of the design weighting is not evidence-backed — 30% was renormalized out of the composite entirely and 25% is still weighted but scored on a neutral prior. The percentages above are the weights this score was actually computed with.

Purchase your report to unlock full details

Live SEC filings, peer comp, scripts, provenance, and canonical synthesis — built for your company and offer.

Get the Executive Brief — $149 Compare both brief tiers

The decision rule

Accept-leaning

Derived from this brief’s own numbers — the band placement, company operating quality, and role exposure — not model judgment. The same rule fixes the verdict above.

Accept when

Comp is already placed above market — protect it; negotiate scope, level, or refresh terms instead of base.
The equity-weighted package (base plus equity plus signing) stays ≥ 1.5× the base-cash median (currently 3.9×).

Negotiate when

Equity is the swing factor — confirm the refresh policy and vest mechanics before relying on the headline number.

Walk away when

Verification surfaces a dealbreaker (the verification questions in the negotiation playbook) — scope, level, or team stability materially worse than represented.

Where people from here go next

Alumni outcomes require optional user-contributed career data and confidence thresholds.

02 · Offer economics

What the offer is really worth

This translates the package into realized value, equity risk, market benchmarks, and concrete negotiation room.

Headline package

$555K

base plus equity plus signing

After cliff year 1

$480K

Equity scenario spread

212.5%

Negotiation room

Base 8% / equity 15%

Market consensus

A compact read on whether public-market expectations support the equity story behind the offer.

Median target

$200

DCF fair value

—

Revenue est. · FY2026

$8.19B

Grade momentum · 4 upgrades / 1 downgrade / 25 reaffirmations in 180d

Deutsche Bank: upgrade

Aug 04, 2026 · Hold → Buy

DA Davidson: upgrade

Jul 02, 2026 · Neutral → Buy

Wolfe Research: upgrade

Jun 16, 2026 · Underperform → Peer Perform

Argus Research: upgrade

May 06, 2026 · Hold → Buy

Total comp at three valuations

Your $215,000 base sits at the 100th percentile of the DOL H-1B/LCA band for Palantir in New York (P25 $128K · median $143K · P75 $160K, n=21) and well above the BLS OEWS annual median of $130,460 for Data Scientists in New York state — base is effectively maxed against public anchors, so your negotiating energy belongs on the $300,000 RSU grant, where a 15% increase to $345,000 is defensible given Palantir's 92.8% revenue growth (measured June 2025 to June 2026), Rule of 40 of 155.7 (mixed window: that same 12-month revenue growth plus FCF margin for the period ending June 2026), and $1,389,917 revenue per employee — a figure 59% higher year-over-year that signals the company is extracting more value from each seat, not fewer. Ask specifically about equity refresh cadence, vesting cliff terms, and whether the $40,000 signing carries a repayment window — none of those terms are in your offer letter as collected, and each one materially affects the real value of the $555,000 headline (base plus equity plus signing). Equity scenarios use rsu linear and show 212.5% spread across available public valuation anchors.

Evidence confidence: high

Highest leverage asks

Base already maxed; push equity instead: Your $215,000 base sits at the 100th percentile of the 21-row DOL LCA band for this role in New York (median $143,000, p75 $160,000), so the base argument is essentially exhausted before you open your mouth. The negotiating room is in the $300,000 RSU grant — ask whether the grant size can move to $375,000–$400,000, which keeps the headline package (base plus equity plus signing) proportional to the growth profile you are betting on.

Evidence confidence: medium

92.8% revenue growth justifies a larger grant: Palantir posted 92.8% revenue growth over the twelve months ending 2026-06-30, against a peer-group median of 27.7% across the four qualifying Software – Infrastructure peers — a gap of 65 percentage points. A company compounding at that rate is issuing equity that could be worth materially more at vest; the grant should reflect that trajectory, not a static dollar figure set at today's price of $172.77. Ask whether the grant can be sized to a target-value basis that adjusts if the stock moves materially before your start date.

Evidence confidence: medium

Equity scenario spread demands a refresh commitment: The RSU scenario analysis runs from $138,912 at the bear price of $80 to $434,099 at the bull price of $250 — a 212.5% spread on a stock carrying 60.8% annualized volatility and a trailing max drawdown of -48.2%. That range is wide enough that the grant's realized value is highly path-dependent. Before signing, ask explicitly how the company handles equity refresh at the Lead level and what the cadence looks like — this brief holds no refresh terms, and you should not assume any exist.

Evidence confidence: medium

Executive compensation context

In FY2025, CFO David Glazer and CRO/CLO Ryan Taylor each received total reported compensation of approximately $27.97M and $27.96M respectively, driven almost entirely by stock awards ($21.17M each) and option awards ($6.31M each) against base salaries of $450K and $443K — a structure that concentrates executive wealth heavily in equity. CEO Alexander Karp drew $1.10M in salary and $7.52M in other compensation for an $8.62M total with zero stock or option awards reported, while CTO Shyam Sankar ($1.21M total) and President Stephen Cohen ($1.00M total) similarly carried no equity awards in the FY2025 proxy table — a bifurcated structure where two officers captured the bulk of equity-denominated pay.

From proxy-statement compensation records.

Insider exercise pattern

In the trailing 90 days, 5 distinct insiders executed 9 open-market sell trades totaling 752,027 shares at approximately $121.81M — a sustained selling pattern at high conviction, with zero open-market buy trades recorded in the same window. This is one 90-day window and cannot be compared to or cross-checked against any other period; it tells you that insiders are monetizing at current prices, not that they are bearish on the business, but the absence of any buy-side activity in that window is worth noting as you assess how much of your own package to hold versus diversify.

Pattern read derived from Form 4 filing data.

Comp waterfall

What it shows

Headline package versus the modeled value after the first vesting cliff.

Why it matters

It separates advertised compensation from what is actually exposed to vesting timing.

How to use it

Anchor negotiation around the gap between headline value and first-year realized value.

Equity scenarios

bear

$139K

base

$347K

bull

$434K

Cliff risk: leave before the first vesting cliff and realized equity is $0 — the bear case is not the floor. Weigh signing cash accordingly.

What it shows

Bear, base, and bull public-market anchors for the equity grant.

Why it matters

RSU value is not fixed. A strong offer can still carry material downside if the stock resets.

How to use it

Ask for equity refresh protection, a higher grant, or signing cash if downside exposure is high.

External comp benchmarks

Directional public-market anchors — not company-specific exec comp or your offer.

DOL H-1B / LCA · employer + state

Palantir Technologies Inc. · n=21 · offer at 100th pctRole-specific match

P10: $120,000
P25: $128,000
Median: $143,000
P75: $160,000
P90: $185,000

Base cash only (year) — excludes equity and bonus.

Only 21 certified LCA wage rows matched — treat the band as directional.

BLS OEWS floor — Data Scientists, New York (state OEWS) (2025): median $130,460. Government survey median; a conservative floor, not the role-and-metro market the band above reflects.

Peer tickers are selected from public market data and filings — use as directional context, not a compensation survey.

Not available for this run: next earnings date. Every stream we checked — rendered, held, or absent — is itemized in the appendix coverage matrix.

Equity in real terms · after tax

2025 params · single · NY

Headline (gross)

$555K

After tax

$315K

Effective rate

43.2%

Equity vests on top of base, so its true cost is your marginal rate — not the blended effective rate the headline implies. At the all-in marginal rate of 48.3%, the $300K of RSUs · taxed as ordinary wages at vest is worth about $155K after tax.

Withholding gap to plan for

Employers withhold equity at the 22.0% supplemental rate, but your marginal rate is 35.0%. Expect roughly $39K owed at filing that withholding will not cover.

Assumptions, gaps & limitations

Federal parameters are 2025 IRS values (brackets, standard deduction, AMT) and are indexed annually.
State tax uses each state's top marginal rate as an approximation; it does not model state brackets, credits, or local taxes.
Assumes the standard deduction and no pre-tax deferrals (401k, HSA); your actual liability will differ.

Sponsorship posture · federal petition outcomes

Growing — new sponsored-hire approvals rose in the latest complete fiscal year. Denial rate across the window: 2.5%. Still actively attesting: 8 certified LCA filings in FY2026 — the freshest read on sponsorship intent, ahead of the slower petition record.

FY2020: 13 new · 11 renewalsFY2021: 17 new · 29 renewalsFY2022: 19 new · 45 renewalsFY2023 (prelim.): 1 new · 23 renewals

Petition approvals from the federal record — counts of approvals, not people; one person can hold multiple petitions across years. LCA filings are attestations, not hires. A fiscal year marked “prelim.” is still being published by USCIS and is left out of the trend. Read the trend, not the absolute size.

Benefits · DOL Form 5500 · FY2024

This employer sponsors a 401(k) plan in the federal benefit-plan record. Headcount and the match below read from its retirement plan on file — PALANTIR TECHNOLOGIES 401(K) PLAN.

Active plan participants: 2,778Employer contributions (the match): $0Employer 401(k) contributions per participant: $0/yrParticipant deferrals: $54.8MBenefit plans filed: 2

Audited DOL Form 5500 filings for FY2024, which lag the calendar by roughly one to two years. Counts are PLAN PARTICIPANTS — covered employees plus separated staff still holding a balance — not a headcount, and are read from the single representative retirement plan, never summed across a sponsor’s plans. Employer contributions are the plan’s Schedule H line 2a (the match); a blank contribution line means it was not disclosed at this grain, not that it was zero. The absence of a line is never the absence of the benefit. Per-participant is employer 401(k) contributions divided by active participants for the latest filed year — a plan-wide average, not your match. What lands in your account depends on the plan formula, your own deferral rate and your salary; ask for the contribution schedule.

What the top of the house filed · proxy FY2025

The Summary Compensation Table from the company's own proxy statement — equity is 0% of the median named-officer package here, which is the context for every equity conversation below the officer line.

Named officer	Salary	Equity awards	Cash incentive + other	Total filed	Equity share
David GlazerChief Financial Officer & Treasurer	$450K	$27.5M	$37K	$28.0M	98%
Ryan TaylorChief Revenue Officer and Chief Legal Officer	$443K	$27.5M	$37K	$28.0M	98%
Alexander KarpChief Executive Officer	$1.1M	$0	$7.5M	$8.6M	0%
Shyam SankarChief Technology Officer & Executive Vice President	$509K	$0	$700K	$1.2M	0%
Stephen CohenPresident & Secretary	$274K	$0	$730K	$1.0M	0%

As filed in the proxy's Summary Compensation Table for FY2025 (filed 2026-04-24). Named executive officers only — the proxy's most senior filers, not a company-wide pay policy.

3 of 5 named officers received no new stock or option grant in FY2025 — their filed pay that year was cash incentive and other compensation instead.

Observed equity refresh · Section 16 filers · trailing 24 months

What this company actually granted, from its Form 4 filings — not survey estimates. Use the cadence and sizes below as the factual anchor for a refresh conversation.

Title band	Grant events	People	Cadence /yr	Median shares	Median value*
Officer	3	1	1.5	17,124	$2.4M (2 of 3)
Board	4	4	0.5	2,118	$300K (4 of 4)

*Modeled at the grant-day closing price where the filing prices at $0 (typical for RSU awards). Section 16 filers only — officers, directors, and 10% owners; this is not a company-wide refresh policy.

03 · Company quality

Whether the company can support the promise

This is the company-health read behind the offer: growth quality, operating discipline, market risk, and whether the financial base supports the compensation ask.

Rule of 40

155.7

Revenue growth

92.8%

Gross margin

84.7%

Revenue / employee

$1.39M

Trailing twelve months ÷ latest reported headcount.

Revenue mix

Government Operating Segment

53.7%

Commercial

46.3%

Latest reported segmentation, FY2025 · USD. Covers $4.48B of the $8.95B broken out on the other FY2025 panel — the filer discloses this split for part of revenue only, so these shares are of the disclosed portion, not of total revenue.

Where geographic revenue comes from

Geographic Concentration Risk

50%

UNITED STATES

37.1%

Rest Of World

8.1%

Latest reported segmentation, FY2025 · USD.

Financial score read

Quality label

Healthy

Altman Z

130.7

Piotroski

Scores are treated as a screening signal only; they support, not replace, the operating metrics above.

Recent events that change the read

Stock News · Sep 14, 2026

ServiceNow vs. Palantir: I'd Rather Own This AI Stock

Stock News · Sep 14, 2026

Palantir, Nvidia curb AI model use over data fears, The Information reports

Stock News · Sep 14, 2026

AI Drug Discovery Market Projected to Reach $13.8 Billion by 2033

Source feeds are filtered to a short materiality read; the brief avoids raw news-feed dumps.

Strategic coherence

75/100

Strong

This connects transcript strategy, operating metrics, and offer timing. A coherent company story strengthens equity confidence; drift or mixed messaging shifts emphasis toward cash certainty and explicit role scope.

Growth quality

Palantir's revenue grew 92.8% year-over-year (measured June 30, 2025 to June 30, 2026), reaching $1.94B in Q2 FY2026, with a Rule of 40 score of 155.7 (mixed window: 12-month revenue growth through June 30, 2026 plus FCF margin for the period ending June 30, 2026) that places it well above the 4-peer Software Infrastructure median of 27.7% revenue growth — a company operating at this velocity provides meaningful equity upside context for your $300,000 RSU grant. The stock is up 5.1% over the trailing twelve months against annualized volatility of 60.8% and a max drawdown of -48.2%, so the bear/base/bull RSU scenario spread ($138,912 at analyst low of $80 per share, $347,279 at median $200, $434,099 at high $250) is wide enough to treat the equity as a risk asset, not a fixed component. In the trailing 90 days, 5 distinct insiders executed 9 open-market sell trades totaling 752,027 shares (~$121.81M); no open-market buys were recorded in that window — worth monitoring, though at a company with 92.8% revenue growth and $13.1B in remaining deal value, the selling pattern is more consistent with planned diversification than a fundamental signal.

Evidence confidence: medium

Rule of 40

Rule of 40 score 156 — revenue growth 92.8% plus FCF margin 62.8%.

Evidence confidence: high

Stock volatility and drawdown

Annualized volatility 60.8%; max 12-month drawdown -48.2%; current drawdown -16.6%.

Evidence confidence: high

Strategic coherence

Strategic coherence: 75/100 (Strong). The strategic narrative shows a consistent focus on AI and value creation, with clear themes emerging across quarters, though some new themes indicate a slight shift in focus.

Evidence confidence: high

Consistent themes across quarters: AI Transformation, Value Creation, Enterprise Autonomy.

Evidence confidence: high

Newly appeared themes: Supply Chain Modernization, Reindustrialization, Customer Alignment, Operational Efficiency, Continuous Improvement.

Evidence confidence: medium

The focus on AI and operational efficiency suggests strong demand for talent in these areas.

Evidence confidence: high

Lobbying exposure

Reported lobbying spend of $15.09M across 59 LDA/SOPR filings (24 months). Primary issue codes: DEF (42), SCI (25), AVI (11), HCR (10), INT (6).

Evidence confidence: medium

Influence & federal exposure (LDA/SOPR · USAspending)

Reported lobbying spend of $15.09M across 59 LDA/SOPR filings (24 months). Primary issue codes: DEF (42), SCI (25), AVI (11), HCR (10), INT (6).
$631.54M in federal obligations across 21 USAspending awards (24 months). Largest agencies: Department of Defense ($631.54M).

In their own words

Verbatim from the latest earnings call — management’s stated risks and investment priorities, unedited.

“If you are locked into a product, you're going to -- I mean, that's the nature of monopoly capitalism.”

Stated risk · Dependency on AI Labs

“They are transferring their data, their prompts, the way they run their business, their expertise to a third party.”

Stated risk · Data Security

“We remain committed to investing in the most elite technical talent as well as R&D for our product pipeline and sovereign AI efforts.”

Investment priority · AI Platform Development

“We're in the business of educating people, both our customers and others.”

Investment priority · Customer Education

Rule of 40

155.6Rule of 40

Healthy · ≥ 40

040 line180

Revenue growth

+92.8%

FCF margin

+62.8%

Growth plus margin clears the 40 line — the company is growing with discipline, not buying growth with weak margins. That strengthens the case for equity.

What it shows

Revenue growth and free-cash-flow margin combined into an operating-quality score.

Why it matters

It gives a quick read on whether growth is disciplined or being bought with weak margins.

How to use it

Use a strong score as support for a stronger equity or refresh ask.

Cash runway

Profitable or cash-generating — runway gauge not applicable

What it shows

How many quarters of cash coverage the company appears to have.

Why it matters

Cash stress changes negotiation posture and role risk.

How to use it

If runway is thin, prefer cash/signing certainty over back-loaded equity.

Revenue per employee

TTM$1390K

What it shows

Trailing-twelve-month revenue divided by the latest reported headcount.

Why it matters

High productivity supports premium compensation; weak productivity can foreshadow cost pressure.

How to use it

Use strong productivity as support for a strategic-hire compensation argument.

Analyst targets versus price

What it shows

Current price against low, median, and high analyst target anchors.

Why it matters

It frames whether the market already prices in most of the upside.

How to use it

Use wide dispersion as a reason to derisk vesting or ask for more shares.

Market cap trend

What it shows

Recent company valuation trend from public market data.

Why it matters

It contextualizes equity timing and whether the offer arrives after a run-up or reset.

How to use it

Pair this with stock-risk metrics before accepting equity-heavy compensation.

Governance signals · computed across 1,000+ verified boards

Governance signals from the filings: no red flags — board refresh, director load, and independence all read within normal ranges.

04 · Role and career risk

What could make this role better or worse than it looks

This section turns leadership, insider, board, and market signals into career-risk context for the role you are considering — and carries the forward scenarios: the base case and the three forks this offer can take.

Is your role exposed

Confidence: low

low exposure

0 = insulated · 100 = high · a separate read from company health

Your role looks well-insulated on the public signals available.

▼ lowers

Revenue trend (segment proxy)

Company revenue is up 119.0% first-to-last across 6 available quarters (Q1 FY2025 → Q2 FY2026), a 15-month span, not a year-over-year rate, which lowers role exposure at the company level.

Litigation posture (public court records)

Public court records show this employer has pursued former employees over IP or non-compete matters. If you may later work in the same field, understand your restrictive covenants before signing. Open the dockets for the specifics.

filed 2 trade secret / IP cases as plaintiff; named as defendant in 4 trade secret / IP cases (most recent 2016-10-11).
filed 2 contract / non-compete cases as plaintiff (most recent 2025-10-30).
named as defendant in 2 employment civil rights cases (most recent 2024-07-31).

Dockets: case 1 · case 2 · case 3 · case 4 · case 5 · case 6

Public records checked this run

Litigation (public court records)
On file — see detail above
Wage enforcement (U.S. DOL WHD)
None in the record
Workplace safety (U.S. OSHA)
None in the record
DOL debarment
None in the record

Limitations

No Item 2.05 restructuring 8-Ks matched this employer in the lookback window.
No WARN notices matched (coverage is strongest in CA and NY).
No public ATS board is mapped for this employer, so hiring velocity is unavailable.
Segment-level revenue is rarely disclosed; the revenue signal uses the company total as a proxy.

Stock volatility

60.8%

Current drawdown

-16.6%

Insider pattern

Sustained Selling

Directors on record

C-suite tenure dashboard

Leadership graph (resolved): David Glazer — Chief Financial Officer and Treasurer (appointed 2025-02-25); Stephen Andrew Cohen — Co-Founder, President, Secretary & Director; Ryan D. Taylor — Chief Revenue Officer & Chief Legal Officer; Shyam Sankar — Chief Technology Officer & Executive Vice President; Jeffrey Buckley — Chief Accounting Officer; Peter Andreas Thiel — Co-Founder & Chairman; Kevin Kawasaki — Head of Business Development; Alexander C. Karp — Co-Founder, Chief Executive Officer & Director; Joseph Lonsdale — Co-Founder; David MacNaughton — President of Palantir Canada

Evidence confidence: medium

8-K transition scan is stale; absence of transitions should not be interpreted as stability.

Insider trading intelligence

Of 100 Form 4 rows pulled for this issuer, 35 moved shares out in the trailing 90 days (open-market sales, tax withholding on vests, and gifts), of which 33 were open-market sale rows and 0 were open-market purchases. The 33 open-market sale rows are per-price fills of 9 sale trades by 5 distinct sellers — 752,027 shares ≈ $121.81M in total — a Form 4 reports one sale as multiple execution-price rows, so the trade count is the count of decisions. 4 filings carry a per-trade classification — a count of FILINGS over a different window, not a subset of the row counts above.

Evidence confidence: high

Sankar Shyam: gift (neutral).

Evidence confidence: medium

Moore Alexander D.: sustained_pattern_sell (negative).

Evidence confidence: medium

Buckley Jeffrey: opportunistic_sell (negative).

Evidence confidence: medium

Stat Lauren Elaina Friedman: opportunistic_sell (negative).

Evidence confidence: medium

8-K event log

David Glazer promotion: Chief Financial Officer and Treasurer

Evidence confidence: medium

If you regret this in 18 months

The most likely way this goes wrong is that Palantir's stock — already priced at 64.1× EV/Sales and 117.5× price-to-free-cash-flow at the time of the offer — undergoes a significant multiple compression as the market recalibrates expectations for AI infrastructure spending or as revenue growth decelerates from its current 92.8% pace toward something more sustainable. At a stock carrying 60.8% annualized volatility and a trailing max drawdown of -48.2%, a reversion toward the analyst bear-case price of $80 would reduce the $300,000 RSU grant's realized value to roughly $138,912 — less than half the headline figure — while the zero employer 401(k) match means no retirement contribution offsets the shortfall. Meanwhile, the sustained insider selling pattern (Moore Alexander D. executing repeated open-market sales, Buckley Jeffrey and Stat Lauren Elaina Friedman both flagged as opportunistic sellers, totaling ~$121.81M across 9 trades in 90 days) proves to have been a leading indicator rather than routine diversification, and the equity that was the primary reason to accept the offer at a $215,000 base that left no room for further cash negotiation turns out to be worth far less than modeled.

Evidence confidence: medium

Early warning signals

PLTR's quarterly revenue growth rate decelerates below 15% QoQ for two consecutive quarters, signaling that the 92.8% YoY growth trajectory is breaking down and that the valuation multiple is unlikely to hold — monitor each earnings release.

Evidence confidence: medium

Moore Alexander D. or any other C-suite insider executes additional open-market sell trades in the next 90-day window, particularly if the aggregate share volume exceeds the ~752,027 shares already sold in the trailing period — check SEC Form 4 filings within two business days of each transaction.

Evidence confidence: medium

Base case

Your $215,000 base sits at the 100th percentile of the New York base-cash market band (median $143,000, n=21), and the headline package of $555,000 — base plus equity plus signing — is 3.9× that median, though the band excludes equity and bonus so the multiple is not an apples-to-apples comparison. The underlying business is exceptional: a Rule of 40 score of 155.7 (measured as revenue growth over the 12 months from 2025-06-30 to 2026-06-30 plus FCF margin for the period ending 2026-06-30) against a peer-group median of 27.7 across four qualifying Software - Infrastructure peers, with 92.8% revenue growth YoY and a 62.8% FCF margin, leaves little doubt about the platform's momentum. Take this offer seriously and negotiate from strength — the equity grant is the most productive lever, and you should ask specifically about refresh cadence, vesting cliff terms, and whether a target bonus applies at your level before signing.

Evidence confidence: medium

Reference class

No public reference class beyond market-data peers and SEC leadership transitions.

Evidence confidence: low — read the specifics as directional, not verified

Three forks

The three ways this role can go from here — the downside path, the base case, and the upside. Each fork carries a signal of its own direction or says plainly that none was extracted; a fork never borrows the nearest available sentence.

Bear

No downside-direction signal was extracted for this brief.

Base

No base-direction signal was extracted for this brief.

Bull

No upside-direction signal was extracted for this brief.

Leadership tape

Source-backed leadership facts are used conservatively; unresolved or sparse records are omitted from user-facing claims.

David Glazer
2025-03-24
promotion: Principal Accounting Officer → Chief Financial Officer and Treasurer
“Mr. Glazer will cease to be the principal accounting officer of the Company”
Heather Planishek
2025-02-25
departure: Chief Accounting Officer → role
“following the resignation of Heather Planishek as Chief Accounting Officer”
David Glazer
2025-02-25
promotion: Chief Financial Officer and Treasurer → principal accounting officer
“assumed the responsibilities of principal accounting officer on an interim basis”

Coverage note

Leadership

Ready

Board

Ready

8-K scan

Stale

8-K transition scan is stale; absence of transitions should not be interpreted as stability.

C-suite tenure

Dated appointments from SEC filings — earliest first. Officers without a filed start date are not shown, a start we could only date to a YEAR is shown as that year, and a seat length is computed only where the filing states when the role began. Rows marked “appointed” carry a transition-filing date, which dates the filing rather than the tenure. Where the filing does not say what its date is a date of, the officer is omitted rather than shown under a verb the record does not support.

David Glazer

Chief Financial Officer and Treasurer

appointed 2025-02-25

Insider intensity

What it shows

Form 4 buy/sell activity summarized by month.

Why it matters

Heavy selling does not automatically mean distress, but it changes how much equity risk you should accept.

How to use it

Use sustained selling as support for vest protection or more cash.

Institutional ownership

13F institutional ownership55.8%

3,233 institutional holders (latest 13F)

What it shows

How much of the float sits with institutions, and across how many holders.

Why it matters

Ownership mix can amplify volatility and market sensitivity.

How to use it

Treat concentrated ownership as another reason to stress-test equity-heavy offers.

Not available for this run: board interlocks and largest-holder position sizes. Every stream we checked — rendered, held, or absent — is itemized in the appendix coverage matrix.

05 · Employer durability

Employer durability versus peers

How this company's financial health reads against its public peers — every company scored on the identical rubric, from its own filings. This is a durability comparison, not a list of jobs you could take instead.

Financial health, one rubric

Every company below is scored by the same rule — Rule of 40, revenue growth, cash runway — from its own filings. No cross-company guessing.

PLTR

CRWD

Rule of 40 basis: revenue growth over the 12.0 months from 2025-07-31 to 2026-07-31 plus FCF margin for the period ending 2026-07-31.

ORCL

Rule of 40 basis: revenue growth over the 12.0 months from 2025-08-31 to 2026-08-31 plus FCF margin for the period ending 2026-08-31.

PANW

Rule of 40 basis: revenue growth over the 12.0 months from 2025-07-31 to 2026-07-31 plus FCF margin for the period ending 2026-07-31.

PATH

Rule of 40 basis: revenue growth over the 12.0 months from 2025-07-31 to 2026-07-31 plus FCF margin for the period ending 2026-07-31.

Peer universe: 10 vendor-listed candidates examined · 4 qualifying Software - Infrastructure peers · all 4 shown below · every median on this panel is computed over the same 4 qualifying peers shown.

Peer companies

Financial health on one rubric: PLTR scores 95; peers — PANW 94, ORCL 92, CRWD 84, PATH 55; peer median 88 across all 4 scored peers.

Evidence confidence: medium

Financial-health axis only — leadership, career, and role factors are not honestly comparable across companies from public filings alone.

Promotion and tenure reference class

No user-contributed tenure aggregate has passed k-anonymity for this company yet.

Evidence confidence: low — read the specifics as directional, not verified

06 · Negotiation playbook

How to use the brief in the conversation

This is the action layer: the asks to prioritize, the scripts to use, the questions to ask, and the dealbreakers to monitor.

How to negotiate this

Your base at $215,000 is already above the market anchor for this role in New York — there is no productive argument to make there, and you don't need one. The negotiating room sits entirely in the equity grant: you're asking to move it from $300,000 to $345,000, which adds $11,250 a year in recurring value once the grant is spread across the four-year vest. Open by expressing genuine enthusiasm for the role and the business, then make one clean ask on equity — no ranges, no list of grievances, just the number and one plain reason.

What you're asking for

$11K / yr

One-time bridge (signing)

$17K

Your counter, lever by lever

Base salary

non-cash lever

The base is held at $215,000 — there is no ask on this lever. At the 100th percentile of the 21-row DOL LCA band for this role in New York (median $143,000, p75 $160,000), the base argument is exhausted before the conversation starts. Pressing it would spend negotiating capital on a lever that has no room, at the expense of the equity ask where the real value lives. Every script and objection response in this playbook reflects that — base is not mentioned as a target, not implied as a range, and not raised as a fallback.

hold — base is already placed above the market anchor; press scope, level and equity refresh instead

Equity grant

$300K → $345K (floor $300K)

The current $300,000 RSU grant is the only lever with room to move. The business posted 92.8% revenue growth over the twelve months ending 2026-06-30, against a peer-group median of 27.7% across the four qualifying Software – Infrastructure peers examined — a 65-percentage-point gap that makes the equity the most consequential part of this package. The bear-to-bull scenario spread on the grant runs from $138,912 to $434,099 (at analyst targets of $80 and $250 respectively), which means the grant size matters more here than at a lower-volatility employer. A $345,000 grant is a credible, proportionate ask given that growth profile.

computed equity room

Signing bonus

$40K → $57K (floor $40K)

The current $40,000 signing bonus is the only near-term cash in the offer. The target is $57,000 — a $17,000 increment — framed as a benefits-parity bridge: the DOL Form 5500 for the PALANTIR TECHNOLOGIES 401(K) PLAN (filing year 2024) shows $0 in employer contributions across 2,778 active participants, meaning there is no retirement match replacing what you may be leaving behind. The $17,000 increment is a one-time, low-friction ask that does not affect payroll structure and is easy for a recruiter to approve without escalation. The floor is the $40,000 already offered — this is a secondary ask, not the headline.

low-friction one-time ask, added to the signing already offered, when base is already at market

Scope, title & level

non-cash lever

The offer specifies a Lead-level title, but the bonus target percentage for this level was not included in the offer terms — and without it, the total compensation model runs on base alone. Before signing, ask what the annual target bonus percentage is for this level and how it has actually paid out over the last two years. Separately, ask what change-of-control acceleration applies to unvested RSUs — single-trigger, double-trigger, or none — and request the answer in the plan document rather than a recruiter summary. These are non-cash asks that cost the company nothing to answer and could materially affect the realized value of a four-year commitment on a $172.77 stock with 60.8% annualized volatility.

non-cash lever: leveling, scope, and equity-refresh cadence

Scripts

Written to be sent as they are. Edit any of them before you copy.

Initial Counter — Equity AskEmail

Hi [Recruiter name], Thank you so much for putting this together — I've gone through everything carefully and I'm genuinely excited about the role and what the team is building. I want to move quickly. I do have one ask before I sign. The market data I've looked at for this role in New York, combined with how well the business is clearly performing right now, makes me think the equity grant is the place to close a gap. I'd like to ask whether we can bring the RSU grant to $345,000. That's the one thing I'd need to feel fully settled. Is there flexibility there?

Editable — tweak before you send

Verbal Counter — One Number, One ReasonSay this

Editable — tweak before you send

Best and Final — Hold the Line on EquityEmail

Hi [Recruiter name], I appreciate you going back to the team on this. I want to be straightforward with you: $345,000 on the RSU grant is the number I need to sign. The base is strong, I understand that, and I'm not asking to move it. This is a single, specific ask on equity — and it's the only thing standing between me and a yes. I'm ready to sign as soon as we can get there. Can we make it work?

Editable — tweak before you send

Competing Offer — Conditional FrameSay this

Editable — tweak before you send

When they push back

“The base is already well above what we pay at this level — we don't have room to move the overall package.”
I completely understand, and I'm not asking to move the base — I think it's fair and I'm not pushing there. My ask is specifically on the equity grant, from $300,000 to $345,000. That's a targeted ask on one line item, not a request to rebuild the package.
“The $300,000 RSU grant is already at the top of our band for this level.”
That's helpful context. Can you help me understand how the band was set and whether there's any flexibility for a candidate coming in at the top of the level?
“We can't move on equity, but we could look at the signing bonus.”
I appreciate that — and I do think the signing bonus is worth a conversation too. I'd want to get to $57,000 there if we can. But I want to be honest: the equity is the more important ask for me. If there's any way to revisit the RSU grant alongside the signing, I'd rather solve both than trade one for the other.
“This is our best and final offer.”
I hear you, and I respect that. I just want to make sure I've been clear: $345,000 on the equity grant is the one number that gets me to yes. If that's genuinely off the table, can you help me understand what flexibility, if any, exists — whether that's on the signing, on the vesting structure, or on how refresh grants work at this level? I want to find a path forward.
“We don't negotiate equity grants — they're set by the compensation committee.”
That's fair, and I understand the process. Is there anything you can do to bring my ask to the committee, or flag it as a candidate-specific exception? I'm not asking for a policy change — I'm asking for one number on one grant. If the answer is no after that review, I'll respect it.

Walk-away line

“I've genuinely valued this process and I have a lot of respect for what the team is building — but I can't sign at $300,000 on the equity grant, and I want to leave the door open if that changes.”

Targets are computed from your offer and an 8% base / 15% equity negotiation-room estimate, anchored to the DOL LCA market band for New York, where your base sits at roughly the 100th percentile. Base is held, not pushed: the deterministic market read places it above the anchor, so the uplift below comes from the levers that remain. They are derived deterministically, not written by the model.

Who to talk to — and in what order

Comp lives with different people than you think. Aim each ask at the person who can actually move it.

Recruiter

Owns the offer number and can move base / signing within a set band.

Your first channel. Make the case here: give them the market floor and one clear, specific ask. Stay warm — they're your messenger, not your obstacle.

Hiring manager

Owns level, scope, and the business case for hiring you.

Your advocate. Loop them in for a level bump, equity, or when the recruiter says the band is fixed — they can request an exception the recruiter can't.

Compensation team

Sets the salary bands; rarely negotiates with you directly.

You almost never talk to them. But the hiring manager can push an out-of-band exception up to them — which is why winning the manager matters.

When they say “this is our final offer”

01
“Final” is usually a close, not a wall. Stay gracious, restate your value in one line, and make a single specific, justified ask — not a list.
02
If base is capped, trade levers: pivot to a signing bonus, an equity refresh, an accelerated first review, or a title/level adjustment.
03
Only invoke a deadline or competing interest if it's real. A bluff that gets called costs you leverage and goodwill.
04
Give them an easy yes: name the one thing that turns a maybe into a signature today.

Say this

“I really want to make this work — I’m ready to sign. The one thing that would let me say yes today is [specific ask]. Is there any room there?”

Base already maxed; push equity instead

Your $215,000 base sits at the 100th percentile of the 21-row DOL LCA band for this role in New York (median $143,000, p75 $160,000), so the base argument is essentially exhausted before you open your mouth. The negotiating room is in the $300,000 RSU grant — ask whether the grant size can move to $375,000–$400,000, which keeps the headline package (base plus equity plus signing) proportional to the growth profile you are betting on.

Evidence anchor: DOL H-1B/LCA certified wage data, n=21; COMP PLACEMENT percentile calculation

92.8% revenue growth justifies a larger grant

Palantir posted 92.8% revenue growth over the twelve months ending 2026-06-30, against a peer-group median of 27.7% across the four qualifying Software – Infrastructure peers — a gap of 65 percentage points. A company compounding at that rate is issuing equity that could be worth materially more at vest; the grant should reflect that trajectory, not a static dollar figure set at today's price of $172.77. Ask whether the grant can be sized to a target-value basis that adjusts if the stock moves materially before your start date.

Evidence anchor: COMPUTED METRICS — revenue growth YoY 92.8% (2025-06-30 → 2026-06-30, 12.0 months); peer-group median 27.7% across 4 qualifying Software – Infrastructure peers

Equity scenario spread demands a refresh commitment

The RSU scenario analysis runs from $138,912 at the bear price of $80 to $434,099 at the bull price of $250 — a 212.5% spread on a stock carrying 60.8% annualized volatility and a trailing max drawdown of -48.2%. That range is wide enough that the grant's realized value is highly path-dependent. Before signing, ask explicitly how the company handles equity refresh at the Lead level and what the cadence looks like — this brief holds no refresh terms, and you should not assume any exist.

Evidence anchor: COMPUTED METRICS — equity scenario values bear/base/bull; stock risk annualized volatility 60.8%, max drawdown -48.2%

$40K signing is thin given zero 401(k) employer match

The DOL Form 5500 for plan year 2024 shows $0 in employer contributions to the Palantir 401(K) Plan across 2,778 active participants — meaning the retirement match you are giving up at a prior employer is not replaced here. A $40,000 signing bonus is the only near-term cash cushion in the offer, and it has to cover that gap plus any transition costs. Ask whether the signing can move to $60,000–$75,000, framing it as a benefits-parity bridge rather than a pure cash ask.

Evidence anchor: DOL Form 5500, filing year 2024 — PALANTIR TECHNOLOGIES 401(K) PLAN; employer contributions $0

Insider selling pace warrants a vesting-structure conversation

In the trailing 90 days, 5 distinct insiders executed 9 open-market sell trades totaling 752,027 shares — approximately $121.81M — with zero open-market buy trades recorded in the same window. That pattern does not change the offer's fundamental strength, but it is a reasonable basis to ask about vesting structure: specifically, whether any acceleration provisions exist on change of control, and what the cliff and clawback terms look like. This brief holds none of those terms, and they are worth surfacing before you sign a four-year commitment on a $172.77 stock.

Evidence anchor: COMPUTED METRICS — insider pattern trailing 90 days: 9 open-market sell trades, 5 distinct sellers, 752,027 shares ≈ $121.81M; 0 open-market buys

Questions they cannot fake

1
What is the annual target bonus percentage for a Lead-level Forward Deployed Data Scientist, and what did it actually pay out — as a percentage of target — in 2024 and 2025?
Your offer letter lists $215,000 base and $300,000 in RSUs, but carries no bonus figure. Until you know the target percentage and its real payout history, the total-comp model runs on base alone. At $215,000, even a 15% target adds $32,250 a year — material enough that the answer changes how you evaluate the $555,000 headline (base plus equity plus signing) against the market.
2
What change-of-control acceleration applies to your unvested RSUs — single-trigger, double-trigger, or none — and can you receive that answer from the equity plan document itself rather than a recruiter summary?
PLTR trades at a $410B market cap with a Rule of 40 of 155.7 and 92.8% revenue growth over the twelve months ending June 2026 — a profile that makes it an acquisition candidate as much as an acquirer. If your $300,000 grant vests linearly over four years, a change of control in year two could leave half your equity subject to whatever acceleration language the plan actually contains. The recruiter's verbal description has no legal weight; the plan document does.
3
How does the vesting schedule on this grant work — specifically, is there an initial cliff before any shares settle, and if so, how long is it?
The offer states a four-year vesting term but no cliff detail. A twelve-month cliff on a $300,000 grant means zero equity value is realized before roughly October 2027. That changes the effective year-one package from the $555,000 headline (base plus equity plus signing) to something closer to $215,000 in cash plus the $40,000 signing bonus — a very different picture for anyone weighing near-term liquidity against the bear-case RSU scenario of $138,912 at an $80 share price.
4
Given that 5 distinct insiders executed 9 open-market sell trades totaling approximately 752,027 shares (~$121.81M) in the trailing 90 days, what is the company's current equity refresh policy for Lead-level contributors — specifically, when are refreshes evaluated, on what criteria, and what grant sizes have been awarded at this level in the past two annual cycles?
Sustained insider selling at that scale over a 90-day window is worth understanding in the context of your own equity position. PLTR's annualized volatility is 60.8% with a max drawdown of -48.2%, so the spread between the bear RSU scenario ($138,912 at $80/share) and the bull scenario ($434,099 at $250/share) is $295,187 on a single grant. Knowing whether and when you receive a refresh grant — and at what size — is the difference between a four-year equity story and a one-time bet.

Dealbreakers to watch

Sustained Insider Selling at Scale
high
In the trailing 90 days, 5 distinct insiders executed 9 open-market sell trades totaling 752,027 shares — approximately $121.81M — with zero open-market buy trades recorded in the same window. The signal strength is rated high. At a stock price of $172.77, your $300,000 RSU grant carries meaningful mark-to-market risk: the bear scenario (analyst low target of $80/share) implies an equity value of $138,912 against the base-case $347,279. Ask whether the selling reflects pre-scheduled 10b5-1 plans or discretionary decisions, and how that pattern has evolved over the past four quarters.
Source ↗ · SEC Form 4 filings, PLTR, multiple filers, August–September 2026
Extreme Valuation Leaves Equity Upside Asymmetric — Downside Is Steep
high
PLTR trades at an EV/Sales TTM of 64.1× and a price-to-free-cash-flow of 117.5×. The FY2025 annual P/E reached 257.6×. The analyst consensus for FY2026 revenue is $8.19B; the stock at $172.77 already prices in sustained hyper-growth. The bear equity scenario on your $300,000 grant is $138,912 (at the analyst low of $80); the base scenario is $347,279 (at the consensus median of $200); the bull is $434,099 (at $250). That is a $295,187 spread between bear and bull — more than your entire base salary. The stock has also posted a max drawdown of -48.2% in the trailing measurement period, with annualized volatility of 60.8%. Your $40,000 signing bonus provides a one-time cash buffer, but it does not offset multi-year equity risk at this valuation. Ask specifically about equity refresh cadence and whether the company has a policy for out-of-cycle grants if the stock re-rates sharply.
Source ↗ · PLTR 10-Q filed 2026-08-04 (period ending 2026-06-30); FY2025 10-K filed 2026-02-17; analyst consensus (median $200, low $80, high $250)
Zero Employer 401(k) Match on File
medium
The DOL Form 5500 for the PALANTIR TECHNOLOGIES 401(K) PLAN (filing year 2024) shows $0 in employer contributions across 2,778 active plan participants — $0 per participant for that filing year. This is a plan-wide figure and lags the calendar by roughly one to two years, so it may not reflect the current policy. Still, it is worth confirming directly: ask whether Palantir offers any employer match today, what the vesting schedule on that match is, and whether a match was introduced or modified after the period this filing covers. At a $215,000 base, even a modest match gap compounds meaningfully over a four-year vest.
Source: DOL Form 5500, PALANTIR TECHNOLOGIES 401(K) PLAN, filing year 2024
Stock-Based Compensation Runs at 13.6% of Revenue — Dilution Pressure on RSU Value
medium
Stock-based compensation as a share of TTM revenue is 13.57%. At 4,429 employees and $1.39M revenue per employee, Palantir is a lean, high-output organization — but the SBC ratio means ongoing share issuance is a structural feature of the model, not an anomaly. Your RSUs vest into a float that is continuously expanding. The 12-month stock return is 5.1%, and the current drawdown stands at -16.6% from peak. Combined with the 60.8% annualized volatility, the real purchasing power of your equity at vest depends heavily on when in the cycle each tranche lands. Ask how the company thinks about SBC as a percentage of revenue going forward, and whether there is a dilution offset program (buybacks or otherwise).
Source ↗ · PLTR FY2025 10-K filed 2026-02-17; PLTR 10-Q filed 2026-08-04

Pre-mortem: what would make this offer fail

These are the brief’s highest-friction warnings converted into diligence prompts before you sign.

1
Sustained insider selling pattern detected.

Canonical action signals

Highest leverage asks

Evidence confidence: medium

Questions they cannot fake

What is the annual target bonus percentage for a Lead-level Forward Deployed Data Scientist, and what did it actually pay out — as a percentage of target — in 2024 and 2025? Why: Your offer letter lists $215,000 base and $300,000 in RSUs, but carries no bonus figure. Until you know the target percentage and its real payout history, the total-comp model runs on base alone. At $215,000, even a 15% target adds $32,250 a year — material enough that the answer changes how you evaluate the $555,000 headline (base plus equity plus signing) against the market.

Evidence confidence: medium

What change-of-control acceleration applies to your unvested RSUs — single-trigger, double-trigger, or none — and can you receive that answer from the equity plan document itself rather than a recruiter summary? Why: PLTR trades at a $410B market cap with a Rule of 40 of 155.7 and 92.8% revenue growth over the twelve months ending June 2026 — a profile that makes it an acquisition candidate as much as an acquirer. If your $300,000 grant vests linearly over four years, a change of control in year two could leave half your equity subject to whatever acceleration language the plan actually contains. The recruiter's verbal description has no legal weight; the plan document does.

Evidence confidence: medium

How does the vesting schedule on this grant work — specifically, is there an initial cliff before any shares settle, and if so, how long is it? Why: The offer states a four-year vesting term but no cliff detail. A twelve-month cliff on a $300,000 grant means zero equity value is realized before roughly October 2027. That changes the effective year-one package from the $555,000 headline (base plus equity plus signing) to something closer to $215,000 in cash plus the $40,000 signing bonus — a very different picture for anyone weighing near-term liquidity against the bear-case RSU scenario of $138,912 at an $80 share price.

Evidence confidence: medium

If you regret this in 18 months

Evidence confidence: medium

Early warning signals

Evidence confidence: medium

Not available for this run: exit terms on the public record. Every stream we checked — rendered, held, or absent — is itemized in the appendix coverage matrix.

Executive-depth moves

Derived deterministically from your modeled equity-tax, role exposure, and negotiation room — the senior-specific layer on top of the standard playbook.

Negotiate equity in pre-tax terms

Every equity dollar is taxed at your 48.3% all-in marginal rate, not the headline. Anchor the counter on grant value and total comp, and treat a larger refresh or a sign-on as more tax-efficient leverage than base alone.

Close the withholding gap before it surprises you

Default equity withholding (22%) undershoots your marginal rate, leaving roughly $39K owed at filing. Ask for sell-to-cover at the marginal rate or a larger first-year cash component to fund it.

Hold the line with the citable anchor

The market band percentile is your defensible anchor — use it, not a feeling, when the recruiter says "best and final." The modeled room here is $11K/yr + $17K one-time.

Purchase your report to unlock full details

Live SEC filings, peer comp, scripts, provenance, and canonical synthesis — built for your company and offer.

Get the Executive Brief — $149 Compare both brief tiers

What this brief covers — and what it can’t

Covered, with receipts

Public-company evidence: financial health and trajectory, leadership and board signals, role-level exposure (restructuring filings, WARN notices), the citable market wage band, insider filing patterns, and the negotiation math built from them.

Not in public filings

Your future manager and team, day-to-day culture, benefit terms the filings don’t carry (the 401k match formula, PTO, parental leave, healthcare costs), and private-company comparisons. Where a DOL Form 5500 filing matched, the plan-level 401k facts appear above — the day-to-day terms still don’t. That’s what the verification questions in §6 are for — ask them before you sign.

Appendix

Evidence and methodology

The main brief stays readable; the supporting facts, confidence map, source logs, methodology, and export preview live here for auditability.

Supporting facts

Form 4 rows examined

100

Validated 8-K transition rows

Validation issues

Confidence and data gaps

55% of the trajectory weighting is not evidence-backed (30% renormalized out of the composite, 25% scored on a neutral prior).

Sources cross-referenced

SEC filings analyzed · 10-K/Q, 8-K, proxy

Transcript & filing facts

100

Form 4 insider rows

Leadership / board records

Layoff / WARN signals

146

Records cited · total

Data coverage

This tracks whether available evidence is rendered, held for methodology, gated by confidence, or unavailable.

Canonical verdict and one-number model

Rendered

Canonical

Rendered in the executive decision screen.

Canonical section claims

Rendered

Canonical · 45 items

Rendered across the guided chapters as concise evidence cards.

Supporting facts and methodology notes

Appendix Only

Canonical · 27 items

Kept in the appendix so the main report stays readable.

Revenue product and geographic segmentation

Rendered

Fetched · 6 items

Top segments are rendered in Company Quality; full rows remain source data.

Analyst estimates, grades, DCF, targets, earnings

Rendered

Fetched

Rendered as market-consensus cards instead of raw analyst feeds.

News, press releases, and M&A events

Rendered

Fetched · 6 items

Material recent events are summarized; raw feed clutter is omitted from the main flow.

Ownership concentration and financial health scores

Rendered

Fetched

Rendered in Role and Career Risk when it changes the risk read.

Career signal layer leadership and board coverage

Rendered

Computed

Rendered as leadership tape, coverage note, and board count.

O*NET, BEA, WARN, SEC facts, lobbying, USAspending, FEC

Rendered

Open Data · 5 items

Verified public-data facts are rendered through canonical claims and the evidence appendix.

Evidence appendix

Evidence behind the dossier: supporting facts, methodology, confidence rationale, filing logs, and exportable rows. Empty sections describe what was reviewed rather than silently disappearing.

Facts

100

Insider records

8-K records

Validation issues

What those validation issues are

8 findings from the seal-time checks; 8 advisory (the brief ships and a human reviews). Anything that could make a claim untrue blocks the seal and never reaches this page.

The same sentence appears several times across the brief — a readability note, not a factual one.
A figure is restated more often than this brief's editorial rules allow — a readability note, not a factual one.

Supporting facts(27)

Quarterly revenue (Q1 FY2025): $883.9M.
Company financial statements · high confidence · Q1 FY2025
Quarterly revenue (Q2 FY2025): $1003.7M.
Company financial statements · high confidence · Q2 FY2025
Quarterly revenue (Q3 FY2025): $1181.1M.
Company financial statements · high confidence · Q3 FY2025
Quarterly revenue (Q4 FY2025): $1406.8M.
Company financial statements · high confidence · Q4 FY2025
Quarterly revenue (Q1 FY2026): $1632.6M.
Company financial statements · high confidence · Q1 FY2026
Rule of 40 score: 155.7. Revenue growth 92.8% + FCF margin 62.8%.
Computed market metrics · high confidence · 2026-09-14T17:16:46.933Z
Revenue per employee: $1390K (+59.0% YoY).
Computed market metrics · medium confidence · 2026-09-14T17:16:46.933Z
Insider activity (90d): 9 open-market sell trades by 5 distinct sellers — 752,027 shares ≈ $121.81M, filed as 33 per-price fill rows, 0 open-market buy trades, sell share of trades 100%. Excluded as non-discretionary: 13 equity awards, 0 tax-withholding, 2 gifts. Pattern: sustained_selling. Signal: negative (high).
Form 4 insider activity · medium confidence · 2026-09-14T17:18:47.806Z
Equity scenario base case: analyst median implies $347,279 for the supplied grant.
Equity scenario model · high confidence · 2026-09-14T17:16:46.933Z
12-month stock risk: annualized volatility 60.8%, max drawdown -48.2%, current drawdown -16.6%.
Historical price model · high confidence · 2026-09-14T17:16:46.933Z
David Glazer promotion: Chief Financial Officer and Treasurer.
SEC 8-K leadership event · medium confidence · 2025-03-24
https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt
Heather Planishek departure: Chief Accounting Officer.
SEC 8-K leadership event · medium confidence · 2025-02-25
https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt
David Glazer promotion: principal accounting officer.
SEC 8-K leadership event · medium confidence · 2025-02-25
https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt
Board: 7 directors (4 of 7 independent).
Proxy statement board record · medium confidence · 2026
https://www.sec.gov/Archives/edgar/data/1321655/000132165526000019/pltr-20260423.htm
SEC filing: 4 filed 2026-09-03 00:00:00.
SEC filing index · medium confidence · 2026-09-03 00:00:00
https://www.sec.gov/Archives/edgar/data/1321655/000184024426000016/xslF345X06/wk-form4_1788480144.xml
SEC filing: 4 filed 2026-08-24 00:00:00.
SEC filing index · medium confidence · 2026-08-24 00:00:00
https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/xslF345X06/wk-form4_1787616201.xml
SEC filing: 4 filed 2026-08-24 00:00:00.
SEC filing index · medium confidence · 2026-08-24 00:00:00
https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/xslF345X06/wk-form4_1787616121.xml
Strategic coherence: 75/100 (Strong). The focus on AI and operational efficiency suggests strong demand for talent in these areas.
Earnings call transcript · high confidence · 2026-09-14T17:18:47.806Z
Lobbying exposure: $15.09M reported over 59 filings. Top issues: DEF, SCI, AVI, HCR, INT.
Public lobbying disclosure · medium confidence · 2026-09-14T17:18:47.806Z
Federal contract exposure: $631.54M obligated across 21 awards. Top agencies: Department of Defense.
Federal contract disclosure · medium confidence · 2026-09-14T17:18:47.806Z

Confidence map(8)

comp_reality · high Section has source-backed facts available.
leverage · medium Section has source-backed facts available.
leadership_stability · medium 8-K transition scan is stale; absence of transitions should not be interpreted as stability.
three_questions · medium Section has source-backed facts available.
counterfactual · low Counterfactual recommender needs alumni outcomes and peer score generation.
five_year_forecast · low No released career-path aggregate buckets for this role family; the reference class here is public only — market peers and SEC leadership transitions.
organizational_diagnosis · medium Section has source-backed facts available.
red_flags · medium Section has source-backed facts available.

Methodology(11)

Trajectory Score weights organizational health, leadership stability, strategic coherence, alumni outcomes, promotion velocity, skills marketability, and role-specific risk.
One Number model varies by report mode: NPV for offer evaluation, EV delta for stay-or-go, trajectory percentile for job seekers, CCVI for career trajectory.
Public-source leadership signals come from SEC 8-K and DEF 14A records when available.
Leadership coverage: stale. Leadership=ready, board=ready, transitions=stale. 10 leadership roles, 7 directors, 3 transition records.
Ticker: PLTR. Company: Palantir Technologies Inc.
Offer inputs: base $215,000, signing $40,000, equity $300,000.
No user-contributed tenure aggregates available.
Career-path aggregates use optional user contributions; this report scores public filings only.
Cross-section findings are AI-generated from assembled Tier 2 data and validated for multi-section citation.
Pre-mortem output was generated by Footnote's structured risk model.
Insider sentiment aggregate was not available for this ticker.

8-K leadership log(3)

[
  {
    "new_role": "Chief Financial Officer and Treasurer",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt",
    "former_role": "Principal Accounting Officer",
    "person_name": "David Glazer",
    "source_quote": "Mr. Glazer will cease to be the principal accounting officer of the Company",
    "effective_date": "2025-03-24",
    "prior_employer": null,
    "transition_type": "promotion"
  },
  {
    "new_role": null,
    "source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt",
    "former_role": "Chief Accounting Officer",
    "person_name": "Heather Planishek",
    "source_quote": "following the resignation of Heather Planishek as Chief Accounting Officer",
    "effective_date": "2025-02-25",
    "prior_employer": null,
    "transition_type": "departure"
  },
  {
    "new_role": "principal accounting officer",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1321655/000132165525000033/0001321655-25-000033.txt",
    "former_role": "Chief Financial Officer and Treasurer",
    "person_name": "David Glazer",
    "source_quote": "assumed the responsibilities of principal accounting officer on an interim basis",
    "effective_date": "2025-02-25",
    "prior_employer": null,
    "transition_type": "promotion"
  }
]

Insider trading log(100)

[
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000184024426000016/0001840244-26-000016-index.htm",
    "price": 182.5,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-09-03",
    "typeOfOwner": "director",
    "reportingCik": "0001840244",
    "securityName": "Class A Common Stock",
    "reportingName": "Stat Lauren Elaina Friedman",
    "securitiesOwned": 52765,
    "transactionDate": "2026-09-01",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 1342,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 172.6542,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 60168,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 58,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 173.7864,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 60068,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 100,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 174.8455,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 58503,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 1565,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 175.4185,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 58178,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 325,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 176.3133,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 58171,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 7,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000170518926000015/0001705189-26-000015-index.htm",
    "price": 174.29,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "officer: See Remarks",
    "reportingCik": "0001705189",
    "securityName": "Class A Common Stock",
    "reportingName": "Buckley Jeffrey",
    "securitiesOwned": 56921,
    "transactionDate": "2026-08-21",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 1250,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class B Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 52985249,
    "transactionDate": "2026-08-20",
    "transactionType": "M-Exempt",
    "directOrIndirect": "D",
    "securitiesTransacted": 97500,
    "acquisitionOrDisposition": "A"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class B Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 52887749,
    "transactionDate": "2026-08-20",
    "transactionType": "M-Exempt",
    "directOrIndirect": "D",
    "securitiesTransacted": 877500,
    "acquisitionOrDisposition": "A"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class B Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 52582901,
    "transactionDate": "2026-08-20",
    "transactionType": "C-Conversion",
    "directOrIndirect": "D",
    "securitiesTransacted": 402348,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class B Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 52492901,
    "transactionDate": "2026-08-20",
    "transactionType": "C-Conversion",
    "directOrIndirect": "D",
    "securitiesTransacted": 90000,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Restricted Stock Units",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 16672500,
    "transactionDate": "2026-08-20",
    "transactionType": "M-Exempt",
    "directOrIndirect": "D",
    "securitiesTransacted": 877500,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6834606,
    "transactionDate": "2026-08-20",
    "transactionType": "C-Conversion",
    "directOrIndirect": "D",
    "securitiesTransacted": 402348,
    "acquisitionOrDisposition": "A"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 172.6542,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6823228,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 11378,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 173.7864,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6803735,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 19493,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 0,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6522258,
    "transactionDate": "2026-08-20",
    "transactionType": "C-Conversion",
    "directOrIndirect": "D",
    "securitiesTransacted": 90000,
    "acquisitionOrDisposition": "A"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 172.6597,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6518058,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 4200,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 173.845,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6506456,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 11602,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 174.8455,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6497191,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 306544,
    "acquisitionOrDisposition": "D"
  },
  {
    "url": "https://www.sec.gov/Archives/edgar/data/1321655/000182395126000009/0001823951-26-000009-index.htm",
    "price": 174.7299,
    "symbol": "PLTR",
    "formType": "4",
    "companyCik": "0001321655",
    "filingDate": "2026-08-24",
    "typeOfOwner": "director, officer: See Remarks",
    "reportingCik": "0001823951",
    "securityName": "Class A Common Stock",
    "reportingName": "Karp Alexander C.",
    "securitiesOwned": 6443958,
    "transactionDate": "2026-08-20",
    "transactionType": "S-Sale",
    "directOrIndirect": "D",
    "securitiesTransacted": 62498,
    "acquisitionOrDisposition": "D"
  }
]

Transcript pull(5)

“AI sovereignty · Building a stack that enables the compounding of customers' alpha · Investing in product development for AI in the enterprise · Expanding partnerships and scaling to meet demand · Focusing on turning tokens into real economic value for customers”
Investment priority
“If you are locked into a product, you're going to -- I mean, that's the nature of monopoly capitalism.”
Stated risk · Dependency on AI Labs
“They are transferring their data, their prompts, the way they run their business, their expertise to a third party.”
Stated risk · Data Security
“We remain committed to investing in the most elite technical talent as well as R&D for our product pipeline and sovereign AI efforts.”
Investment priority · AI Platform Development
“We're in the business of educating people, both our customers and others.”
Investment priority · Customer Education

Glossary(4)

8-K: SEC current report used for material company events, including executive appointments and departures.
DEF 14A: Definitive proxy statement containing board, governance, and executive disclosure.
Trajectory Score: Footnote's 0-100 estimate of career value and risk for a role/company decision.
K-anonymity: Privacy threshold that suppresses aggregate user-contributed metrics until enough contributors exist.

Export preview

CSV preview — first 10 rows of 27, exactly as the download serializes them.

id,claim,value,source_type,confidence
fact_001,Quarterly revenue (Q1 FY2025): $883.9M.,883855000,fmp_financials,high
fact_002,Quarterly revenue (Q2 FY2025): $1003.7M.,1003697000,fmp_financials,high
fact_003,Quarterly revenue (Q3 FY2025): $1181.1M.,1181092000,fmp_financials,high
fact_004,Quarterly revenue (Q4 FY2025): $1406.8M.,1406802000,fmp_financials,high
fact_005,Quarterly revenue (Q1 FY2026): $1632.6M.,1632583000,fmp_financials,high
fact_006,Rule of 40 score: 155.7. Revenue growth 92.8% + FCF margin 62.8%.,155.7,derived_fmp,high
fact_007,Revenue per employee: $1390K (+59.0% YoY).,1389917,derived_fmp,medium
fact_008,"Insider activity (90d): 9 open-market sell trades by 5 distinct sellers — 752,027 shares ≈ $121.81M, filed as 33 per-price fill rows, 0 open-market buy trades, sell share of trades 100%. Excluded as non-discretionary: 13 equity awards, 0 tax-withholding, 2 gifts. Pattern: sustained_selling. Signal: negative (high).",1,fmp_insider_trading,medium
fact_009,"Equity scenario base case: analyst median implies $347,279 for the supplied grant.",347279,derived_equity_scenario,high
fact_010,"12-month stock risk: annualized volatility 60.8%, max drawdown -48.2%, current drawdown -16.6%.",'-48.2,derived_price_history,high

JSON export contents (keys): facts, sections