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.
|
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:
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Create a stock history category and configure the columns.
-
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
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Click the Manage Compensation Categories task.
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Click Create.
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Complete the fields, as shown in this table.
Field
Value
Name
Stock History
Category Type
Stock History
-
Click Continue.
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Select Non-Qualified Stock Option in the Grant Type field.
-
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.
-
Select the Graphs tab.
-
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 -
Click Save.
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Click OK in the confirmation.
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Select the Descriptive Text tab.
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Enter any text here to describe what's included in this category or details about policies, and format it appropriately.
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Click Reorder Components at the top of the page.
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Select Descriptive Text and click the downward arrow until Descriptive Text appears below Graphs.
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Click OK.
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Click Save and Close.