Please note that the functioning of the Add and Edit modes is dependent upon the data
arrangement defined specifically for each client. As such, all functionality and field-editing
capabilities under these modes may not be completely available.
The Exercise page is divided into three sections:
1. The top section labeled GRANT DETAILS contains basic static grant identification information.
This identifier data will appear in the same position on each preceding/succeeding page when
viewing grant specific information.
2. The bottom-right section labeled EXERCISE contains the grant exercise information. For
MPA
awards, Tranche ID can selected and users can choose to assign an exercise to a
specific tranche. In the absence of a tranche ID, the standard rule apply. This is: the
first vested tranche is exercised first.
3. The left hand section contains the navigation bars to specific information about the grant
(Cancellation, Exercise, etc.). Each of these bars will will be preceded with an * if there is specific
data for that selection available. For instance, *Exercise indicates exercise data is available,
Cancellation indicates no cancellation data is available.
Clicking on any specific bar will take you to that specific page to view the available data.
The EXIT button at the bottom of the page will send you back to the Grant Details page from
which you originally navigated.
The VIEW, ADD and EDIT drop down at the top-right of the page are available modes.
ADD Mode
When the ADD mode is chosen from the pull-down, a blank form is generated that allows for the
input of a new grant into the database. Similar to the Data Upload module, all existing validations
will continue to be enforced.
EDIT Mode
When the EDIT mode is chosen from the pull-down, all Exercise fields are available for editing.
The fields available are Exercise Date, Exercise Date FMV, and Shares Exercised. Whole
Exercise records can be deleted, or entire new ones can be added using this control.