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 |
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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. |
The Stock Details table must contain stock data. Use the default values except where otherwise indicated.
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Enter category details and configure columns.
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Configure display options.