Modifying the Display of the Manage Equity Pickup Table

Equity Pickup Column	Description
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	The holding company that owns the shares
Owned	The entity owned by the holding entity
% 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, %EPU, Circular Ownership, Status, or Level. The %EPU amounts are positive amounts between 0 and 100, with decimals. You can include all entity pairs, exclude pairs with circular ownership, or display only pairs with circular ownership.

To set display options:

1. From Display Options, for Column Display, select Label, Description, or Both.
2. For Num Decimals, select a value between 0 and 9.
3. From Row Filter:
   1. For Owner, enter or click Browse to find an entity.
   2. For 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 Circular Ownership, select an option:

      • Include to display all entity pairs

      • Exclude to suppress pairs with circular ownership

      • Display Only to display only pairs with circular ownership

   6. For Status, select to display calculations with a status of OK, Impacted, or Both.
   7. For Level, select the level range that you want to display.