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CHAPTER 3

Quick Action Buttons

You can access these one-click links from both the Overview and detail screens:

Vesting
Displays a listing of upcoming vesting schedules by award, including the quantity of shares vesting on each date.

Model
Launches the Model Sell Process, which allows you view the results of potential transactions of restricted shares and units before you convert them to an actual sale. The Model process follows the same steps as the Sell Shares process.

Sell Shares
Launches the Sell Shares Process, which allows you to execute a transaction of restricted stock shares and units.

Note: The Sell Shares button can be found on any screen where users can launch the Sell Shares process. This includes the following pages: Overview, Vesting, Details, Gain/Loss and Available for Sale.

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