Introduction
This article explains how to view detailed information about your equity holdings in the My Equity or Investments section of your Workspace.
Click the links below to jump to that section of the article:
Accessing your holdings
For employees/individual users
From My Workspace, click on My Equity. This opens the My Equity page which will show you all of your holdings, grouped by the type of issuance.
For institutional investors/trusts/firms/other third-party users
Holdings are viewed from the Investments Workspace for the issuing company. If you hold equity in multiple companies, have been assigned additional roles or permissions, or have access to multiple workspaces, you may need to switch your view. For instructions, see the article on changing companies and workspaces.
From the Investments Workspace, click on Investments. This opens the investments page which will show you all of your holdings, grouped by issuance type.
Viewing your equity by issuance type
Common stock
The Common stock section will show grants issued from a stock incentive plan (SIP), including restricted stock awards (RSAs), stock options (ISOs and NQOs), and restricted stock units (RSUs). Founder's grants and other restricted stock issuances outside of the plan will also display in this section.
Common stock summary and vesting chart
At the top of the Common stock section is a summary of the total shares owned and options outstanding. A chart shows vesting across all grants and is broken down by grant type, shares vested, shares unvested, shares owned, and forfeited shares.
The example below includes options and RSUs.
The vesting chart will includes a vertical line with today's date. You can hover your cursor on the chart to see the vesting summary as of a specific date.
My Grants table
A table will list details of all grants, including the name of the grant, applicable vesting schedules, and any associated transactions.
To see details for a specific grant, click on the name of the grant to open the Detailed Grant View. See the Grant Details section below for more information on this view.
If there are any actions you can take with your grant, such as an option exercise or filing an 83(b), there will be a button to start the associated workflow. You can also click on the three-bar menu to see a list of available actions.
Clicking on the name of a transaction will open the document associated with the transaction. Click the All Transactions button to see a list of all transactions. Click Download to export this report.
Other common shares
Shares issued outside of an equity award, warrant, or stock incentive plan are displayed in the Other Common Shares section
A chart displays the investment amount and number of shares by date You can hover the cursor to see a summary as of a certain date.
A table will show the investment details, including the name of the investment, initial investment amount, number of shares issued, and any associated transactions.
To see details for a specific investment, click on the name of the investment to open the Detailed Investment View. See the Detailed Investment View section below for more information on this view.
Clicking on the name of a transaction will open the document associated with the transaction.
Clicking on the three-bar menu to either open the Detailed Investment View, or to view the associated stock certificate.
Convertible instruments and preferred stock
Any issued preferred stock as well as all convertible notes, SAFEs, and KISSes will show in this section.
Preferred stock summary and initial investment chart
At the top is a summary of the total money invested, and a chart showing the date, type, and investment amount for each issuance. The chart will show a line as of today's date. You can hover your cursor on the chart to see the investment summary as of a specific date.
Preferred Stock table and Convertibles table
The Preferred Stock table shows details of each preferred issuance, including the name of the investment, initial investment amount, number of shares issued, and the associated transactions.
The Convertibles table will list all convertible notes, SAFEs, and/or KISSes including the name of the convertible investment, initial investment amount, maturity date (if applicable), interest rate (if applicable), and associated transactions.
To see details for a specific investment, click on the name of the investment to open the Detailed Investment View. See the Detailed Investment View section below for more information on this view.
Clicking on the name of a transaction will open the document associated with the transaction.
Click on the three-bar menu to either open the Detailed Investment View, view the associated stock certificate if applicable, or to view the associated investment documents in the Data Room.
Warrants
All warrants are displayed in the Warrant section, with a table including the name of the warrant, the associated stock class, vesting information if applicable, and associated transactions.
Click on the name of the warrant, or click on the three-bar menu to open the Detailed Grant View. See the Grant Details section below for more information on this view.
Clicking on the name of a transaction will open the document associated with the transaction.
The Grant Details view
Clicking on the name of the grant will open the Grant Details page. This page has several tabs that will display more detailed information for the grant. Keep in mind that the type of grant you are viewing will display different information.
Overview
The Overview tab gives a snapshot of the grant details, which typically includes vesting details, important dates, details about the type of grant, exercise price, and the status of the grant.
Depending on the type and status of the grant, there may be shortcut buttons to view grant details, exercise options, go to vesting, start an 83(b) election, or accept the grant.
Below is an example of the overview for an option grant.
Transactions
The Transactions tab lists any related transactions for the grant, including the date, type of transaction, units of the transaction, and any money in/out. Depending on the type of grant, there will be buttons to view documents, view stock certificate, or take actions such as exercising options. Below is an example of an option grant.
Here is an example of a warrant.
Documents
The Documents tab shows any related documents that can be viewed or downloaded.
Hovering the cursor over the name of the document will show a summary preview of the document.
Vesting
If there is a vesting schedule associated with the grant, there will be a Vesting tab. This will show a summary of the shares vested, as well as a table showing each vesting event. Below is an example with a time-based vesting schedule.
If the grant has milestone vesting, each milestone will be listed along with its status, as shown in the example below.
Please see this article for additional information on vesting schedules.
Detailed Investment View
Clicking on the name of an investment will open the Detailed Investment View page. This page has several tabs that will display more detailed information for the investment. Keep in mind that the information displayed varies based on the type of investment.
Overview
The Overview tab will give a snapshot of the details of the investment, such as the investor, issuance status, date, amount, and number of shares issued.
For convertible notes and SAFEs, additional details about the terms of the conversion are included.
Transactions
The Transactions tab lists any related transactions for the investment, including the date, type of transaction, units of the transaction, and any money in/out. Depending on the type of investment, there will be buttons to view documents and/or to view the stock certificate.
Documents
The documents tab shows any related documents that can be viewed or downloaded.
Viewing Fair Market Value and Ownership Percentage
If enabled by the issuing company, the current Fair Market Value (FMV) and/or your Ownership Percentage will display at the top of your My Equity or Investments page. See this article for more information about the stakeholder visibility settings.
The example below shows the My Equity page.
The following example shows the Investments page.
Screenshots are for illustrative purposes only.
Fidelity Private Shares LLC provides cap table management and/or other administrative services to private companies and their equity compensation plans, and to investors in the private markets.
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