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Stock Option Highlights - Fidelity

Stock Option Highlights - Fidelity 2025

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The document provides an overview of Yahoo!'s Stock Option and Restricted Stock Unit plans, detailing important information such as acceptance of grants, vesting schedules, exercise strategies, associated fees, tax implications, and procedures for separation from service. It emphasizes the need to consult Plan Documents for specific terms and encourages employees to manage their stock options and restricted stock units through Fidelity's online platform.

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Click ‘Get Form’ to open the Stock Option Highlights document in the editor.
Begin by reviewing the 'Stock Option Documents' section. Access the Yahoo! Plan Documents online at netbenefits.fidelity.com for comprehensive details.
In the 'Accepting Your Grant' section, ensure you formally accept your stock option grant using the provided Yahoo! grant acceptance tool link.
Next, navigate to 'Vesting and Expiration' to understand how long your options will vest and their expiration timeline. This is crucial for planning your exercises.
Review the 'Exercise Strategies' section. Choose between 'Exercise-and-Sell' or 'Exercise-and-Hold' based on your financial goals and preferences.
Finally, familiarize yourself with the tax implications outlined in the document. Consult a tax advisor if needed for personalized advice.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How much does Fidelity charge for stock options?

$0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients.

How do stock options work with Fidelity?

A stock option is the opportunity, given by your employer, to purchase a certain number of shares of your companys common stock at a pre-established price, known as the grant price, over a specific period of time, known as the vesting period.

What is the option summary view in Fidelity?

The Option Summary View is a position page available to customers whose accounts are approved to trade options. This view gives customers the ability to sort their option positions by Expiration, Strategy or Underlying. In addition, the view displays margin requirements and current values for the related positions.

What does yellow highlight mean in Fidelity?

Yellow highlighting indicates securities priced in real-time throughout the day. Those fields not highlighted indicate securities priced less frequently. These include: Mutual funds (priced after market closes) Fixed income securities (priced daily or less frequently)