Creating Restricted Stock (RSA, RSU)

  1. Access the ‘Primary Issuances’ tab from the side menu

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  2. Record the issuance under ‘Common Issuances’. Indicate a vesting plan and vesting start date. If you don’t see those columns, click the advanced slider at the bottom of the page to show more columns.

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  3.  Go to the stock certificate page by searching either for the certificate or the name of the stockholder.
  4.  Select Actions > Edit. The “Add Restrictions” check box should be checked. Choose either RSA or RSU in the “Restriction Type” drop down box and save.

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