Modifying the Display of the Manage Equity Pickup Table

Equity Pickup ColumnDescription

Level

Numbers that identify the order in which each entity pair is processed during EPU calculation

Entity pairs with circular ownership are indicated by a circular icon.

Owner Entity

The holding company that owns the shares

Owned Entity

The entity owned by the holding entity

Show Combination

Displays all possible combinations for the selected Owner/Owned entities.

% EPU

The percentage of ownership considered for EPU processing

Status

EPU calculation status

You can display labels, descriptions, or both labels and descriptions, and you can sort each column in ascending or descending order.

You can filter rows using this criteria: Owner, Owned, Status, and %EPU. The %EPU amounts are positive amounts between 0 and 100, with decimals. You can include all pairs, exclude pairs with circular ownership, or include only pairs with circular ownership.

  To set display options:

  1. From the Manage Equity Pickup window, click Filter.

  2. For Column Display, select Label, Description, or Both.

  3. For Row Filter:

    1. In Owner, enter or click Browse to find an entity.

    2. In Owned, enter or click Browse to find an entity.

    3. If you select Show Combination, the system displays the rows for all possible combinations for the Owner and Owned entities that you selected.

    4. For % EPU, select greater than (>), less than (<), or equal to (=), and enter a percentage.

    5. For Status, select to display calculations with a status of OK, Impacted, or both.

  4. Select an option:

    • Include to display all pairs

    • Exclude to suppress pairs with circular ownership

    • Display Only to display only pairs with circular ownership

  5. Click OK.