Unlisted makes the exercising process transparent and straightforward, allowing you to start directly from your stock option agreement page or through the “Exercise stock options” page in your portfolio.
This page helps you see what’s available for exercise, understand the costs involved, and follow every step until the shares are officially issued to you.
What you can do on the exercise stock options page
On this page, you can:
View which options can be exercised and at what price
Track your ongoing exercises and their status
Start a new exercise request
Review your exercise summary before submitting
Follow the approval, payment, and validation process
Let’s go through each step:
See what you can exercise and at what price
The page displays all your eligible options, showing:
The number of options available to exercise
Their exercise price per share
The total cost required to complete the transaction
The current estimated value of the shares
This overview lets you evaluate what’s possible to exercise based on your vesting status and available funds.
Track your ongoing exercises
Below the overview, you’ll find a section listing your ongoing or pending exercises.
Here, you can see what’s expected from you (e.g., confirming payment) and what’s awaiting action from the company (e.g., manager approval).
This timeline ensures you always know exactly where your exercise stands, from request to completion.
Start a new exercise request
To begin the process, click the “Start exercising” button.
You’ll then see a summary of your vested options, how many are available to be exercised, and how many have already been exercised.
From there, you can:
Choose the number of options you want to exercise
Review your summary, including:
The total amount to pay
The value of the resulting shares
Your potential profit or unrealised gain
Once you’ve reviewed the details, click to confirm that you want to exercise these options.
Your request is then sent to the company manager for approval.
Tip: You don’t need to exercise all your vested options at once; you can choose a smaller portion depending on your budget or tax situation.
Follow the approval and payment process
After you’ve submitted your exercise:
The company manager receives your request for approval.
Once approved, you’ll receive an email notification letting you know it’s time to proceed with the payment.
After transferring the funds, you can confirm the payment directly on the page by clicking “I have transferred the money”.
The manager will then validate the transaction once the payment has been received.
Completion and portfolio update
When everything is validated and finalized:
You’ll receive a confirmation email
Your portfolio will automatically update, showing the newly issued shares under your ownership
Remember that, depending on the country or jurisdiction you operate in, you might have to involve the board or general assembly and/or send documentation to the government, even if you are managing exercising in Unlisted. Consult your accountant if you are unsure of what to do.
Conclusion
Exercising your stock options in Unlisted is a simple, guided process that keeps you informed every step of the way, from choosing how many options to exercise to paying, confirming, and receiving your shares.
The platform ensures full transparency between you and the company, so you can confidently convert your equity rights into real ownership.