Creating a Corporate Actions Grant (Bulk Grant)
Corporate Action Grants are Grant transactions that are added to each insider’s ledger as part of a bulk transaction.
Navigate to Quick Add > Grant in the menu located on the top right of the homepage.
Corporate Action Grant transactions are intended to grant shares to multiple insiders simultaneously.
Actions that can take place within the grant creation window:
Title of Security
Date of Grant
Short Name (if applicable; recommended if Restricted Stock Unit)
Derivative Security items (if applicable) o Conversion/Exercise Price
Date Exercisable
Expiration Date
Once the Title of Security and other fields have been entered for the holding (whether a current or new holding) you may add the granted share amounts to each insider in the listing below the information fields.
Please note the total sum of the granted shares will display below the insider listing. Once you have entered the appropriate share amount per insider, you may select the “Add” button to save the grant.
If an existing Title of Security was selected (i.e. Common Stock) the granted shares will populate in the existing holding
If a new holding was created via selecting a Title of Security (or assigning a Short Name to the holding) a new holding will display in the selected insider ledgers.
Editing a Corporate Action Grant
Any Corporate Action Grant may be edited after creation.
Navigate to View > Corporate Actions in the menu located at the left-hand side of the homepage.
Locate the Corporate Action Grant in which you would like to modify and select [edit] located adjacent to the far right of the grant details.
Within the Edit Grant window, you may modify all data previously entered. Once modifications have been made you may select the “Finish” button to save the updated record. The details will change once returned to the Corporate Actions listing.
The new information will display in the insider ledger.
Deleting a Corporate Action Grant
If an action grant has been created in error and does not require modification for a different transaction date or grant amount, the grant is likely to be deleted.
Navigate to Corporate Actions > View Corporate Actions in the dropdown menu located at the left-hand side of the homepage.
Select [delete] located to the right of the action grant previously created.
A confirmation window will appear. If the correct action grant has been selected, you may select the YES button to complete the action. If not the correct action grant, select NO to return to the Corporate Actions screen to select the correct grant for deletion.
Once the correct action grant has been deleted it will no longer be displayed in the listing.
Creating A Stock Split
Stock splits, or reverse stock splits, are utilized to redistribute share amounts for all insiders simultaneously.
Navigate to Quick Add > Stock Split in the Quick add menu located at the top right-hand side of the homepage.
The Create Stock Split window will appear.
Enter the following information:
• Split Date – Date actioned for the split or reverse split
• Security Type – Security set as originating split
• Split Ratio – Post and Pre-split share adjustment
Once information has been entered select the “OK” button to process the split. For split data verification, navigate to one of the active insiders within the Insider List window.
Within the insider Ledger there will be a line item “Stock Split” and will display the shares distributed (disposed or acquired) in the share amount under the holding(s) associated.
Editing a Stock Split
Navigate to View > Corporate Actions in the menu located at the left-hand side of the homepage.
Locate the Stock Split in which you would like to modify and select [edit] located to the far right of the grant details.
Within the Edit Stock Split window, you may modify all data previously entered. Once modifications have been made you may select the “Finish” button to save the updated record. The details will change once returned to the Corporate Actions listing.
The new information will display in the insider ledger.
Deleting A Stock Split
If a stock split has been created in error and does not require modification for a different split date, the split is likely to be deleted.
Navigate to View > Corporate Actions in the menu located at the left-hand side of the homepage.
Select [delete] located to the right of the stock split previously created.
A confirmation window will appear. If the correct action stock split has been selected, you may select the OK button to complete the action. If not the correct stock split, select Close to return to the Corporate Actions screen to select the correct split for deletion.
Once the correct stock split has been deleted it will no longer be displayed in the listing.
