Stakeholders can now view details about their public RSU settlements in the RSU settlement history view.
Who this affects:
Public company stakeholders with RSU awards
From the portfolio view, stakeholders can navigate to each individual RSU grant and view a comprehensive settlement history:
The settlement history shows the settlement type, shares sold or withheld for taxes, and the net shares that the stakeholder receives.
Stakeholders can download a Settlement details report capturing the breakdown of their taxes related to the RSU settlement, asl well as shares sold or withheld for taxes: