For restricted stock awards/units, this is the stock price your Company uses to determine the value of your stock at time of vesting.Ĭompanies may use different methods to determine the fair market value (for example: the average between the high and low stock price for the day, the prior day's closing price, sale price, etc.). The stock price your Company uses to determine the value of your option upon exercise. Stock option is not exercised by the expiration date, it is worthless and

Your company’s plan documents for more specific information. The market on the business day before the expiration date.

Or holiday, you may be required to exercise your options by the close of May change based on your employment status. Please see the specific definitions).Įxpiration date is the last day that a stock option can be exercised orĬonverted to the underlying security as per the terms of your grant and To Cover, Stock Swap, Cash Exercise, Sell to Raise Shares and Sell to RaiseĬash. Way to exercise your vested stock options (Cashless, Same Day Sale, Sell * Please note that Market orders are executed before Limit and GTC orders, while Limit and GTC orders are entered in the order received.Įlection to purchase the underlying shares under the terms of the option If the order has not been executed by the end of the trading day, it will be automatically cancelled.* If the market moves away from this price, the order will not be executed unless or until the market price returns to the Limit Price. This type of order the participant sets the minimum sale price (the 'Limit Price') at which the trade is to be executed. Income with the excess of any gain over the ordinary income portions taxedĪs a long-term or short-term capital gain, depending on the holding period Of the shares at the date of exercise will be taxed as ordinary compensation The grant price and the lesser of the sale price or the fair market value Sale or disposition of incentive stock option (ISO) shares within two yearsįrom the grant date or one year from the exercise date. Of the fees charged by UBS Financial Services Inc. Must pay for all option costs and applicable taxes, fees and commissions. Hold the maximum number of shares and sell them at a later date. Profit or loss from the sale of a capital asset such as a share of stock.Ĭapital gain may be short-term (one year or less) or long-term (more thanĮxercise method is for participants who want to exercise their vested options, Employees should check with their company regarding specific blackout Period of time when shares of your company stock may not be exercised and/or Price a buyer is willing to pay for a share of stock at a given time. The regular tax and the amount by which the AMT exceeds the regular tax If AMT is higher than the regular tax liability for the year, Tax calculation that adds certain tax preference items back into adjusted

The proceeds from your transaction will be transferred to your selected ACH account five business days following your trade date. financial institution that participates in ACH. Must be on file in order for you to complete a transaction.ĪCH (Automatic Clearing House) Transfer Proceeds MethodĪllows you to transfer proceeds, resulting from a transaction, to a U.S. to pay your company for the shares you purchase. To help prevent possible backup withholding and authorizes UBS Financial It includes the required IRS tax identification Account Authorization form is used to activate You should consult with your personal tax or legal advisor regarding and its employees do not provide tax or legal advice Some of the information provided may not be available or applicableīased upon your company plan or your individual situation. These definitions are being provided for informational purposes only.

Ubs emc stock options