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FORM 4 ? Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b). ? Check this box to indicate that a transaction was made pursuant to a
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How to fill out the stock option exercises

01
Obtain the necessary stock option exercise form from your employer or the brokerage managing your stock options.
02
Fill out the form with your personal information such as name, address, and social security number.
03
Specify the number of stock options you wish to exercise and the exercise price.
04
Double check the form for accuracy and ensure all required fields are completed.
05
Sign the form and submit it to the appropriate party for processing.

Who needs the stock option exercises?

01
Employees who have been granted stock options as part of their compensation package.
02
Individuals looking to purchase shares of their company at a predetermined price.

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Stock option exercises refer to the process by which an employee or investor buys shares of stock at a predetermined price, known as the exercise or strike price, typically as part of an employee stock option plan.
Individuals who exercise their stock options and realize taxable income as a result are required to file stock option exercises. This typically includes employees, executives, and other stakeholders who hold stock options.
When filling out stock option exercises, one must provide details such as the number of options exercised, the date of exercise, the exercise price, and any other required information as specified by the relevant tax authorities or company policies.
The purpose of stock option exercises is to allow individuals to purchase company stock at a favorable price, thus potentially benefiting from an increase in share value while also fulfilling tax reporting obligations.
Information that must be reported includes the number of options exercised, exercise price, fair market value at exercise, date of exercise, and the associated tax implications.
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