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Enter Priority
A field on the Tax Lots Specified Lot Detail screen displaying numbers assigned
to the tax lots from which shares will be sold when the request executes.
Tax lot shares are sold according to the numbers assigned. The lower the number,
the earlier the lot is sold. In many cases a stock sell request can execute
with the full share amount sold all at once. In some cases, as in with thinly
traded stocks or large share quantities, a stock sell request may be partially
executed. In instances such as these, the priority you specify sets the order
in which the tax lot shares are sold.
Enter Quantity
The number of shares in a selected or specified lot. For a sell request action, this is the number of shares you have selected to sell from a tax lot. When updating cost basis, this is the number of shares in a selected lot for which you can provide basis. Learn more about Quantity.
Enter Withdrawal Amount
The amount of money that you want to withdraw from your Employee Stock Purchase Plan. The amount must be an even dollar amount.
ESPP Purchase Price
The price paid per share for stock purchased through an Employee Stock Purchase Plan, as defined under Plan rules. This discounted price is determined by the rules of the plan.
Est. Cash Proceeds
An estimate of the net cash proceeds from an exercise and sell transaction. This estimate shows estimated proceeds after any exercise costs and tax withholding are deducted.
Est. Exercise Cost
An estimate of the total cost, (grant price at which you buy the stock options multiplied by the number of options you are exercising) that would be deducted from your proceeds as a result of an exercise request. Actual exercise cost at time of fulfillment of your exercise request may be different.
Estimated Fair Market Value Per Share
An estimate of the Fair Market Value per share of an accepted Restricted Stock Award (RSA) on its vesting date. Fair Market Value is the value of the shares when they vest and you receive the proceeds. Fair market value is specified in your RSA agreement and used to determine the amount of income treated as compensation for federal income tax purposes. There are four possible definitions of Fair Market Value, the definition applicable to you is determined by your company's RSA plan rules. Calculating Fair Market Value will involve one of the following: Prior Business Day's Close, Average High and Low for the Day, Real-time Price, or Today's Close. Fair Market Value Per Share is the Fair Market Value divided by the number of RSA shares or units you own.
Estimated Gain/Tax
An estimate of the gain you may receive and taxes you may owe on an accepted Restricted Stock Award (RSA) on its vesting date.
Est. Gross Sale Proceeds
An estimate of the proceeds from an exercise and sell request. This estimate shows estimated proceeds before any estimates for costs or tax withholding are deducted. For an exercise and sell transaction for non-qualified stock options, this is an estimate of the proceeds before the estimates for the exercise cost, total tax withholding, and the cost to exercise (e.g., fees) are deducted. Actual costs at time of exercise may be different.
Est. Net Cash Proceeds
An estimate of the proceeds from an exercise and sell request. This estimate shows estimated proceeds after any estimates for costs or taxes are deducted.
Estimated Tax Withholding
An estimated amount of the tax withholding due when your restricted stock awards vest. This value is calculated using the previous business day's closing price and the tax rates provided by your employer (if any).
Est. (Estimated) Taxable Income
An estimate of the amount of taxable income (determined under US principles) on which you would pay ordinary income tax after an exercise and sell transaction for non-qualified stock options. Actual taxable income at time of request execution may be different.
Also, an estimate of the taxable income of an accepted Restricted Stock Award (RSA) on its vesting date.
Estimated Taxes
An estimate of the taxes you may owe on an accepted Restricted Stock Award (RSA) on its vesting date.
Est. Total Options Outstanding Value
An estimate of the total value of the number of options that have not been exercised including options that are vested and unvested. Estimated values are calculated using the previous business day's closing price minus the grant price, multiplied by the Total Options or Exercisable Options (or zero, whichever is greater). Actual value at exercise may vary.
Est. Total Tax Withholding
An estimate of tax that would be withheld with respect to an exercise request
for non-qualified stock options. Actual taxes withheld at the time of the
request may be different. Tax withholding rates are provided by your company.
Estimated Value
An estimated value of your restricted stock awards scheduled to vest on a particular date. This value is calculated using the previous business day's closing price.
Est. Value of Options Outstanding
An estimate of the total value of the options that have not been exercised, including both vested and unvested stock options. This value is calculated by determining the market price for the underlying stock as of the prior trading day's close minus the grant price, multiplied by the total number of vested and unvested options outstanding.
Est. Value of Vested Options/Exercisable
An estimated amount value of all of your vested and exercisable options across all of your stock option grants. This value is calculated by determining the market price for the underlying stock as of the prior day's close minus the grant price, multiplied by the total number of vested options that are exercisable across all of your grants.
Est. Vested Options/Exercisable
An estimate of the number of stock options from those originally granted that you have held long enough for you to have right of ownership and to be available for exercise.
Excess Amount
An amount that exceeded the maximum allowable amount under your plan rules
or IRS share purchase value limits.
Exercisable Options
The total number of stock options across all of your stock option grants for which you are vested and have the right of ownership and that are eligible for exercise. On the Stock Option Summary screen, the total exercisable options across all of your stock option grants and per grant display. On the Stock Option Summary|Vesting Schedule and Details screen, two Exercisable Options balances display. One is the total number of exercisable options and the other is the total estimated current value of these options.
Exercise
The purchase of stock granted through an employee stock option plan.
Exercise Cost
The cost of exercising your stock options. Exercise cost is calculated by multiplying the grant price by the number of stock options you are exercising. Exercise cost does not include any tax withholding or any fees that may apply.
Exercise Date
The date on which you elect to exercise your options, the date you "exercised" the option to buy shares of the underlying stock.
Exercise Price
See Grant Price.
Exercise Request Date
The date on which you elect to exercise your options, the date you "exercised" the option to buy shares of the underlying stock.
Expiration Date
The date an option contract or Restricted Stock Award (RSA) expires. For RSAs that vest based on time, the expiration date is immaterial. In the case of RSAs that vest based on factors other than the simple passage of time (such as certain performance measures), the expiration date is the end of the period within which vesting is possible. In these plans, if RSAs have not vested by the expiration date, the RSAs are forfeited. Please refer to your company's plan rules to understand whether any expiration dates will apply under your plan.
For option contracts, the expiration date is the date according to the terms of your grant agreement with your company and your company's stock option plan after which you can no longer exercise your stock options. The expiration date is first determined upon the awarding of stock options. Expiration dates may be accelerated under certain circumstances as defined by the provisions of the stock option plan and grant agreement, such as a change in employment status.