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CHAPTER 5

Activity tab

The Activity page displays all activity across all plans, including all exercise option transactions.

  • Unfilled orders, including any unfilled limit orders, will appear in the Open Table of the Activity page. Open orders can be modified or canceled at any time.
  • Click on the Modify button to launch the Modify Order process.
  • Click on the Cancel button to launch the Cancel Order process.
  • Click on the Refresh button to refresh the screen. This is useful when waiting for a market order to fill.
  • Filled or completed orders will be displayed in the Completed Table on the Activity page.
  • Use the Type filter to see only Sale activity.
  • Click on the “Date” link to view the Order Details.
    • The Activity Detail page will display Order Details, Proceeds Details and Share Lot Details
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