Create a Stock History Category

This example demonstrates how to create a stock history category for nonqualified stock options with vesting information. You create a stock history category and configure column visibility and graphs.

The following table summarizes key decisions for the category in this scenario.

Decision to Consider	Category in This Example
What's the category type?	Stock History
Display category details in the statement at what level?	Viewers see all details on one page.
Display graphs? How many? What type?	Yes. One Pie to display Nonmonetary (Shares) Oone Bar to display Monetary (Estimated Values
Hide or edit any columns in the category?	Accept most default column visibility settings. Make some adjustments to visibility of vested share columns and grant number. Edit some column labels for display on the statement.

Task Summary

To create the stock history category, complete the following tasks:

1. Create a stock history category and configure the columns.

2. Configure the display options.

The Stock Details table must contain stock data. Use the default values except where otherwise indicated.

Entering Category Details and Configuring Columns

1. Click the Manage Compensation Categories task.

2. Click Create.

3. Complete the fields, as shown in this table.

   Field	Value
   Name	Stock History
   Category Type	Stock History

4. Click Continue.

5. Select Non-Qualified Stock Option in the Grant Type field.

6. Edit the column labels and availability of column types, as shown in this table, using the default values of columns not listed.

   Sequence	Column Type	Column Label	Available for Displayin Online Statement
   1	Original Grant Date	Grant Date	(Use default)
   3	Grant Number	(Use default)	Select
   10	Original Value at Grant	Grant Value	(Use default)
   16	Estimated Market Value of Total Shares	Estimated Market Value	(Use default)
   17	Vested Shares	(Use default)	Select
   18	Exercised Shares	(Use default)	Select
   20	Estimated Gain from Vested Shares	(Use default)	Deselect
   25	Exercise Date	(Use default)	Select

Configuring Display Options.

1. Select the Graphs tab.

2. Complete the fields, as shown in this table.

   Field	Value for the First Graph
   Graph Title	Vested Versus Unvested Shares
   Graph Type	Pie
   Nonmonetary Graph Items	Vested Shares, Unvested Shares
   Graph Title	Estimated Values
   Graph Type	Bar
   Monetary Graph Items	Estimated Market Value of Total Shares, Estimated Gain from Vested Shares

3. Click Save.

4. Click OK in the confirmation.

5. Select the Descriptive Text tab.

6. Enter any text here to describe what's included in this category or details about policies, and format it appropriately.

7. Click Reorder Components at the top of the page.

8. Select Descriptive Text and click the downward arrow until Descriptive Text appears below Graphs.

9. Click OK.

10. Click Save and Close.