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Stock Plan Services can help you managing your plan and how your plan fits into your investment portfolio.Fidelity plans are stock option plans, employee stock purchase plans, restricted stock awards, restricted stock units,stock appreciation rights.
Vesting periods for Restricted Stock Awards may be time-based (a stated period from the grant date), or performance-based (often tied to achievement of corporate goals.) When a Restricted Stock Award vests, the employee receives the shares of company stock or the cash equivalent (depending on the company’s plan rules) without restriction.
Vesting periods for Restricted Stock Units may be time-based (a stated period from the grant date) or performance-based (often tied to achievement of corporate goals). When Restricted Stock Units vest, the employee receives the shares of company stock or the cash equivalent (depending on the company’s plan rules) without restriction.
Stock Plan Solutions with Fidelity provides elite services for administration of your employee stock option, restricted stock awards and Employee Stock Purchase Plan (ESPP) programs.
Restricted stock awards relate to equity compensation, and control and restricted stock to securities law. A restricted stock award is a form of equity compensation subject to an agreement (the grant agreement) defining the recipient’s rights under the issuer’s equity compensation plan. Control and restricted stock involves unregistered ...
Fidelity’s Control and Restricted Stock Services group offers a range of support for customers who are trading restricted stock. Top. Q. Can Fidelity take custody of my shares of my control and restricted stock? A. Yes. Call the Control and Restricted Stock Specialists at 800-544-6161 and they can help you with the necessary steps.
For more information about Control and Restricted Stock, see FAQs – Control and Restricted Stock. To learn more about our services, please call our Control and Restricted Stock Services Group at 800-544-6161 (Monday through Friday, from 8:30 a.m. to 6:00 p.m. EST) or visit a
Securities have this restriction if the securities are restricted but the stock owner is not an affiliate of the company, and the securities were acquired from the company or are affiliate of the company more than 2 years ago. Customers can sell this type of stock without having to satisfy most of the requirements of Rule 144. Top. 701 (g)(3)
Return the completed form to Fidelity Investments, Attn.: Banking Services, 100 Crosby Parkway, Mailzone KC1N, Covington, KY 41015. If you have any questions, call our Control and Restricted Stock Services Group, Monday–Friday, 8:30 a.m.–8:00 p.m. Eastern time, at 1-800-544-6161, or visit us at Fidelity.com. All fields in BOLD are required.
Return the completed form to Fidelity Investments, Attn: Restricted Stock Services Department, 200 Liberty Street, NY5M, New York, NY 10281. If you have any questions, call our Control and Restricted Stock Services Group, Monday–Friday, 8:30 a.m.– 8:00 p.m. ET at 800-544-6161, or visit us at Fidelity.com.