How do I navigate my stock plan account?
Understanding Your Total Value
Your stock plan account breaks down your total value into four sections:
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Items in Progress: Transactions that are currently in progress
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Available: A summary of vested shares available to transact
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Unavailable: A summary of unvested shares not available to transact
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Total Portfolio Value: The sum of all of the above
Notification Bar
The Notification bar alerts you of any important notices such as upcoming blackouts.
Tasks
The tasks area displays any activities for you to complete such as accepting your grant agreements.
Events
View upcoming or past events on the right-hand side. This section displays activities such as upcoming vest dates and past transactions.
Portfolio Tab
In the Portfolio tab, you can view the details of your individual awards and/or plans. You can use the Model Exercise tool or exercise vested options.
Activity Tab
In the Activity tab, you can view past events, such as option exercises. You can also run your own activity statements and reports over a specified time period.
Documents Tab
In the Documents tab, you can access any information that is relevant to your account including your plan documents, grant agreements, country-specific tax supplements, and any tax slips issued based on your account.
