Equity Management
Articles describing each of the Equity Management workflows in Fidelity Private Shares.
Information & Reports
- Stock Certificates
- ISO Disqualifying Dispositions Report
- The Difference Between Par Value And Fair Market Value
- Understanding Equity Taxation
- Equity & Financing Reports
- Milestone and Variable Time-based Vesting Schedules
- Anatomy of the Cap Table
- Rule 701 Disclosure Management
- Equity
- Understanding Your Stock Incentive Plan
- 409A Valuation History Report
- Price Per Share Report
- How to Change Stock Certificate Settings
- Types of Vesting Schedules
- Editing From Your Cap Table
- Rule 701 Report
- Stock Certificate Legends Management
- ISO $100K Limit Report
- Exit Scenario Planner
Workflows
- How To Upload an Existing Stock Incentive Plan
- 409A Valuation Report (FMV) Step By Step Guide
- Granting Shares Below Fair Market Value
- Reissue Existing Stock Certificates
- Granting Shares or Options Under Stock Incentive Plan Workflow
- The Grantee Experience
- Uploading Equity Promises in Bulk
- Create New Stock Certificates Workflow
- Record Existing Secondary Sale
- Exchange of Stock Workflow
- Stock Transfer Workflow
- How to Exercise a Warrant
- IRS Form 3921
- Stock Splits
- How to Set Up a New Stock Incentive Plan
- Capturing Dividends
- Record Existing Stock Transfer
- How To Record An Option Exercise In The Platform
- Repurchasing Shares Workflow (Upload Only and Not During Termination)
- 409A FAQs
- Cancel Grant Workflow
- Granting Shares Outside of the Stock Incentive Plan
- How to Upload Custom Grant Documentation for Signature
- How To Add A New Share Class
- ASC 718 Stock Option Expense Report
- How to Configure Option Exercises to Include Custom Documents
- Amend Stock Incentive Plan Workflow
- Granting Shares Above Fair Market Value
- Changing Authorized Shares or Par Value