How do I reprice employee stock options


Reprice employee stock options if you've already created an employee stock option grant in Quicken and your employer has subsequently changed the exercise price of your options.

  1. Open the account you want to use.
  2. Click Enter Transactions.
  3. In the Enter Transaction list, select Reprice Employee Stock Option.
  4. Click Launch Wizard.
  5. Follow the on-screen instructions. Click Next to navigate through the windows. If you need more information, click a link below.
    • Which grant?
      • If you have more than one option, click to select the one you want to reprice.
      • Click Next.
    • Enter the reprice transaction details
      • In the Date field, enter the date on which the reprice took effect.
      • In the New Price field, enter the new exercise price. This value must be lower than the original exercise price and any subsequent repricings.
        Exercise Price - When you have employee stock options, you can buy shares (called "exercising your options") at a predetermined exercise price. By the time you vest in your options, the security's market value is presumably higher than when the options were granted. Thus you can then sell the shares at the higher market rate, either the same day or at a later time, and make a profit
      • In the Brokerage Account drop-down list, select the account you use to track this stock option grant.
  6. Click Done.
    • What happens now?
      Quicken places a reprice transaction in the transaction list for this account. The Portfolio displays the new value for the granted options and the market value of vested and available options. The original grant transaction remains unchanged, as do any exercise transactions that you entered prior to the repricing.

 

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