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 details like the number of shares, vesting schedules, and associated transactions.
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. Below is an example of an Incentive Stock Option (ISO). There is also a button to view the grant agreement, a button to exercise shares, and a button to open the vesting schedule page.
Here is an example of preferred stock that was the result of a bridge note that converted during an equity financing. Note that unlike the ISO above, there is no exercise button or go to vesting button as that is not applicable for this type of grant.
Transactions
The Transactions tab lists any related transactions for the grant, and may include links to view agreements or perform actions on the grant. In this example, the transactions include the original issuance and an option exercise. There are buttons to view the related stock certificates and other documents, as well as a button to exercise.
Here is the transactions page for the preferred certificate from the above section. There are no actions available, but you can click to view the associate stock certificate or other documents.
Documents
The documents tab shows any related documents that can viewed or downloaded.
Hovering the cursor over the name of the document will show a 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. In this example there is a time-based vesting schedule.
If the grant has milestone vesting, each milestone will be listed.
Please see this article for additional information on vesting schedules.
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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