Introduction
This article explains how to view the details of the equity you have acquired through your employer in the My Equity section of your Workspace.
To view your equity, log in to your workspace and click My Equity.
This will open the My Equity page. This page will give you a breakdown of your equity, including number of shares, exercise price, and vesting schedule. If you have shares that are available for exercise or purchase, that information will be listed on this page as well. (See this article for more about Exercising Options).
Click on the name of a grant to go to a page that features four tabs. Keep in mind that the type of grant you are viewing will display different information. For example, common stock that was the result of a transfer or exercise may show less details than a stock option grant.
- The overview tab gives a snapshot of the grant details:
- The transactions tab lists any related transactions and has a link to go to the Exercise Options workflow:
- The documents tab shows any related documents that can be downloaded or viewed, with a popup for each one:
- You can click on the vesting schedule tab to see a detailed list of each vesting tranche:
Please see this article for more information about vesting.
Additional Resources
Overview of the My Workspace page
83(b) Elections-General Information & Instructions
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
Screenshots are for illustrative purposes only.
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