Exercise Order Transaction Managemnet

Altshare allows you to record exercise orders directly from the orders table or from the beneficiary/grant profile.

Option 1: Add an Order from the Orders Table

 Step 1: Open the Orders Tab

1. Navigate to the Orders tab within the equity awards table
2. Click ➕ Add New Order

Step 2: Select the Beneficiary and Enter Order Details

1. Select the relevant beneficiary
2. Complete the order information:
   • Relevant grant
   • Order date
   • Order type
   • Order amount

Step 3: Save the Order

Once all required details are completed:

1. Review the order information and Click Add

A new order row will automatically appear in the table, and the beneficiary’s grant balance will be updated accordingly.

Option 2: Add an Order from the Beneficiary or Grant Profile
 

Step 1: Open the Relevant Beneficiary or Grant

1. Click on the relevant beneficiary name or grant number
2. Scroll down to the Beneficiary / Grant Orders section

Step 2: Add a New Order

1. Click the ➕ button
2. Enter the relevant order details:
   • Order type
   • Order date
   • Grant selection
   • Order amount

Step 3: Confirm the Order

1. Review the entered information and Click Add

The new order will automatically be linked to the selected beneficiary and grant.

Important Note

Exercise orders automatically impact the beneficiary’s available grant balance and may affect reporting and vesting calculations.