Vesting periods for Restricted Stock Units may be time-based (a stated period from the grant date) or performance-based (often tied to achievement of corporate goals). When Restricted Stock Units vest, the employee receives the shares of company stock or the cash equivalent (depending on the company’s plan rules) without restriction.

Stock Plan Services can help you managing your plan and how your plan fits into your investment portfolio.Fidelity plans are stock option plans, employee stock purchase plans, restricted stock awards, restricted stock units,stock appreciation rights.

For more information about Control and Restricted Stock, see FAQs – Control and Restricted Stock. To learn more about our services, please call our Control and Restricted Stock Services Group at 800-544-6161 (Monday through Friday, from 8:30 a.m. to 6:00 p.m. EST) or visit a

Restricted stock awards relate to equity compensation, and control and restricted stock to securities law. A restricted stock award is a form of equity compensation subject to an agreement (the grant agreement) defining the recipient’s rights under the issuer’s equity compensation plan. Control and restricted stock involves unregistered ...

Stock Plan Solutions with Fidelity provides elite services for administration of your employee stock option, restricted stock awards and Employee Stock Purchase Plan (ESPP) programs.

Fidelity’s Control and Restricted Stock Services group offers a range of support for customers who are trading restricted stock. Top. Q. Can Fidelity take custody of my shares of my control and restricted stock? A. Yes. Call the Control and Restricted Stock Specialists at 800-544-6161 and they can help you with the necessary steps.

A performance award is typically a grant of company shares or units in which the recipient’s rights in the shares or units are contingent on the achievement of pre-established performance goals, and restricted until the end of a set performance period.

The annual rate of return on an investment expressed as a percentage. Both stock and bond investments are measured by their annual yield. Annualized Yield is calculated by dividing the Annualized Dividend by the closing price and multiplying by 100. In charts, the yield indicator plots a stock or mutual fund's rolling 52-week dividend yield.

Fidelity Stock Plan Services, LLC, P.O. Box 770001, Cincinnati, OH 45277-0030, USA Expedited Mail Service (e.g., FedEx, UPS, DHL): Fidelity Stock Plan Services, LLC, 100 Crosby Parkway, Mail Zone: KC1M, Covington, KY 41015, USA Fidelity will send cash proceeds resulting from stock plan transactions based on the instructions you provide below.

Q. Is a stock option the same thing as a share of the issuer’s stock? A. No. A stock option just gives you the right to purchase the underlying shares represented by the option for a future period of time at a pre-established price. Top. Q. Can I use an option more than once? A. No. Once a stock option has been exercised, it cannot be used ...