Users can now access their exercise history across their entire portfolio in one spot. This makes it easy to review their activities over a defined time frame - like a tax year! 

Who this affects:

• Shareholders who have exercised a private company option grant

What's new:

• Find all exercise details in one location - Within Exercise History you can see a report of all your exercises across your entire portfolio. This makes it easier to get an at-a-glance view of your exercises activity.
  
   
• Filter for specific companies or date range - Narrow your report by company or date range to customize your report.
  
  
  
  
  
• Customize your report - Choose which fields are relevant for a given report.
  
  
  
  
• Export your report - Download and view your report in a portable CSV format.
  
  
  
  
  

Timing:

• Released March 2021
• Support for all public company exercises coming Q2 2021

Where to find Exercise History

• When viewing your portfolio, select the Account drop down menu to find Exercise History