Overview
The Employee Portal is your central hub for managing your equity and stock options. From this dashboard, you can track your grants, monitor vesting schedules, and execute transactions.
Key Features
Multi-Company View: If you hold grants from multiple companies, you can easily switch between them using the dropdown menu located at the top right of the screen.
Grant Summary: View a high-level overview of your total granted units, units currently available for exercise, and the expiration date of your grants.
Status Tracking: Monitor the progress of each specific grant, including how many units have vested and the timeline for upcoming vesting events.
Vesting Timeline: A visual "Future Events" timeline on the left shows you exactly when your next units will vest.
Tax & Exercise Details: View essential financial information such as your tax track (e.g., 102 Capital Gains), exercise price per share, and current market values.
Managing Your Equity
If you have units available for action, the portal allows you to:
Submit Exercise Requests: Convert your vested options into shares for the available quantity.
Submit Sell Orders: Place instructions to sell shares that are eligible for trading.
Understanding the Dashboard Symbols
Green Checkmark: Indicates a vesting event that has already occurred.
Orange/Gray Circles: Represent upcoming vesting dates in your schedule.
Frequently Asked Questions
Why can't I see all my grants? Ensure you have selected the correct company from the top dropdown menu.
When can I sell my shares? You can only submit sell orders for the "Available for Sale" quantity shown in your summary.
Comments
0 comments
Please sign in to leave a comment.