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CHAPTER 4

Gain/Loss Page

The Gain/Loss page provides an overview of Unrealized and Realized Gain/Loss information, as well as details on specific awards or grants.

Unrealized Gain/Loss

Realized Gain/Loss

J. View Filters
Use the filters at the top of Gain/Loss page to toggle between Unrealized Gain Loss and Realized Gain Loss views. The blue line indicates which filter is active.

K. Type Filters
Use the type filters to display all entries or only those that pertain to a specific product type. The type filters work within the view filters. For example, if the view filter is set to Unrealized Gain/Loss, the type filters will only display the specified type (Consolidated, in this example) for Unrealized Gain/Loss entries. Realized Gain/Loss entries will not be displayed.

Note: If you only have one product type, the type filters will not be displayed

L. Acquired/Transaction Date Link

  • Unrealized Gain/Loss
    Click on the Acquired Date link to view details about Shares Available for Sale.
  • Realized Gain/Loss
    Click on the Transaction Date link to view details about the sales transaction.

 

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