How do I track my exercised equity grants in the tool?

It's easy to log your exercised stock options or shares in Origin so your equity portfolio stays up-to-date:

For new grants you're entering for the first time, simply input the number of options or shares already exercised when filling out the grant details.

For existing grants, go to your equity portfolio and click the edit pencil on a grant to update the exercised amount when you complete a new exercise.

Your equity totals, vesting schedule, and value will automatically adjust in your overview and graphs based on the exercised shares or options you log.

Keeping exercised amounts current ensures your equity portfolio accurately reflects the value you have left to vest and exercise.