Date
The date an Exercise request was submitted to your company for fulfillment, or the date on which a Restricted Stock Award (RSA) was awarded.
Date Acquired
The date on which shares are deposited in your Stock Plan Account. Acquisition can occur either from the purchase of stock or the granting of stock that has vested and been deposited into your account or from a transfer of assets from another institution.
- If you originally acquired the shares through an Employee Stock Purchase Plan, the date acquired is the date you bought the shares. For example, if you bought the shares on 7/15/1999, the date acquired is 7/15/1999.
- If you were granted a restricted stock award on 1/4/2009 but it did not vest until 1/4/2010, the date you acquired the stock would be 1/4/2010.
- If you acquired the shares through your Employee Stock Purchase Plan held at another firm, and transferred the shares to the Stock Plan Account, the date acquired is the date Fidelity Stock Plan Services received the shares. For example, if you acquired the shares from an Employee Stock Purchase Plan on 8/15/1999 and transferred them to your Stock Plan Account on 9/30/1999, the Date Acquired defaults to 9/30/1999.
Date Sold
The date on which the stock was sold. The date a stock is sold determines in which tax year the gain/loss has tax implications.
Day
A time-in-force limitation on the execution of a sell request. This limitation requires that the sell request be canceled if it cannot be executed before the current day's market close (4 p.m. US. Eastern time). If you place a limit sell request with a time-in-force of day and the limit you specify is not reached during the current day, the sell request is canceled. If you place a sell request with a time-in-force of day after the close of trading, the sell request is good until the close of the next trading day.
Deduction Method
The method that can be used to select a payroll deduction amount. If permissible under plan rules, you can choose dollar payroll deductions, percentage payroll deductions, or a combination of both.
Delayed
Stock and option quotes: The date and time of the last request for shares of the security. The quote is delayed at least 20 minutes. Note that delayed quotes will only display composite quotes. A composite quote lists the last trade, best bid and ask, and volume for all exchanges where a security trades.
Description
The full name of the security corresponding to a symbol displayed on a screen.
Disqualifying Exercise
For non-U.S. tax purposes the exercise of a qualified stock option prior to the end of the disqualifying exercise period may cause you to cease to qualify for favorable tax treatment of your grant. Consult your grant agreement and your tax advisor for the rules applicable to your grant.
Disqualifying Disposition
For U.S. federal tax purposes the sale, gift, or exchange of shares acquired through exercise of an Incentive Stock Option or a Section 423 Employee Stock Purchase Plan within two years of the grant date or within one year of the purchase date.
Upon a disqualifying disposition, participants in Employee Stock Purchase Plans and Incentive Stock Option Plans are required to recognize any resulting gain (up to the spread at exercise and purchase) as taxable ordinary compensation income.
The sale, gift, exchange or transfer of legal title of shares acquired through exercise of an Incentive Stock Option or a Section 423 Employee Stock Purchase Plan within two years of the grant date or within one year of the purchase date. Upon a disqualifying disposition, participants in Employee Stock Purchase Plans and Incentive Stock Option Plans are required to recognize ordinary compensation income from the exercise of the Incentive Stock Option or purchase under the Section 423 Employee Stock Purchase Plan.
Distributed Through
Distribution method defines how net cash proceeds from this transaction will be distributed to you. The method of distribution will depend on your company's plan rules and may include an automated distribution to you through your company's payroll or a deposit into your Stock Plan Account.
Distributed Through Admin Only
Admin Only events do not distribute shares/cash to the Fidelity Stock Plan account. Fidelity administers this grant for recordkeeping purposes only. Please contact a Fidelity representative for additional details.
Dividend per Share
Accrued dividend equivalent value on one share of stock over a pre-defined period.
Do Not Reduce
A condition that can be placed on a good 'til cancel stop request to sell a stock. This condition requires that the sell request limit or stop price not be reduced by the amount of the dividend when a stock goes ex-dividend or the stock's price is reduced due to a split. Reverse stock splits do not affect Do Not Reduce sell requests.
FAQs
Relevant dates will be displayed with two icons, 'D' indicates dividends and 'E' indicates earnings. Clicking on the company symbol and event will open a new tab to the Research page for that event.
What is the D next to my stock? ›
The D that appears to the ticker warns anyone investigating the firm that a stock split is expected or has just taken place. When a company splits its shares, it adjusts the amount of shares outstanding, resulting in a price shift. If you hold 100 shares of a share that splits 2 for 1, you'll end up with 200 shares.
What's the difference between Fidelity and Fidelity NetBenefits? ›
Both sites are part of Fidelity Investments and have information about your plans and accounts, and each site is accessible from the other, so you can easily jump between them. NetBenefits.com is where you can view your plan's details before your shares or cash is distributed to you.
How do I contact Fidelity NetBenefits customer service? ›
How do I contact a Fidelity Service Representative? For help with your workplace accounts, you may contact Fidelity at 800-835-5095.
What does a D mean in trading? ›
The accumulation/distribution (A/D) line gauges supply and demand of an asset or security by looking at where the price closed within the period's range and then multiplying that by volume. The A/D indicator is cumulative, meaning one period's value is added or subtracted from the last.
What does D mean in shares? ›
Class D Shares
Class D mutual fund shares are also termed no-load funds. They do not include front-end load charges, back-end load, or level load charges. They also come with the lowest expense ratio compared to other share classes.
What does D share mean? ›
A class D share is a a mutual fund share that charges a level load and a back end load. Effectively the investor who purchases a class D share will pay a blended sales charge. The investor will pay a level load each year, plus a redemption charge when the investor sells the shares.
What does D stock mean? ›
Series D Stock means the series of Preferred Stock authorized and designated as Series D Convertible Preferred Stock at the date of the Certificate, including any shares thereof authorized and designated after the date of the Certificate.
What does D list mean stocks? ›
Delisting occurs when a stock is removed from a stock exchange. It can be either mandatory or voluntary. Some companies opt to go private or get taken over by companies that want them out of the public eye. Stocks that fail to meet the exchange's requirements risk being kicked out and delisted.
How do I withdraw money from Fidelity NetBenefits? ›
You may apply for a withdrawal or distribution from your Fidelity account through the Fidelity NetBenefits website at www.netbenefits.com/Vanderbilt or by calling Fidelity at 800.343. 0860. Any forms that are required will be mailed to you from Fidelity and should be returned directly to Fidelity.
Protecting your assets
With our Customer Protection Guarantee, we reimburse you for losses from unauthorized activity in your accounts. We also participate in asset protection programs such as FDIC and SIPC to help provide the best service possible.
Is it smart to invest in Fidelity? ›
The bottom line: Fidelity offers $0 trading commissions, a selection of more than 3,300 no-transaction-fee mutual funds, top-notch research tools and a mobile platform. Its zero-fee index funds and strong customer service reputation are just icing on the cake.
How do I get a human at Fidelity? ›
Call Fidelity
If you work for a tax-exempt organization, call 800-343-0860. If you aren't sure, or if you work for a for-profit organization, call 800-835-5095.
How do I close my Fidelity NetBenefits account? ›
You can currently only close brokerage or cash management accounts through the Virtual Assistant as long as they have a zero balance and aren't linked to a crypto account. Call a Fidelity representative at 800-343-3548 to close all other accounts.
How do I withdraw money from my Fidelity pension? ›
Once you have decided to make a withdrawal, you should call us on 0800 3 68 68 73 between 8am and 6pm on a UK business day. One of our associates will guide you through the process over the phone. Please allow up to an hour for the initial phone call as there is a lot we need to cover.
What does D mean in mutual funds? ›
Mutual fund class D shares are types of shares that do not typically have an upfront or back-end transaction fee. They're not as widely available as Class A, B, or C shares but they are a good option for DIY investors. You can usually find them for sale from major investing firms with a D at the end of their name.
What symbols represent Fidelity? ›
Fidelity is often represented as a woman, shown holding a golden seal and a key, but may also be represented by a dog. Fidelity may be shown alone, or may be accompanied by a dog, a symbol of not only faithfulness but also fidelity. In the Renaissance, Penelope or Griselda might also stand for fidelity.
What is the meaning of D stock? ›
Series D Stock means the series of Preferred Stock authorized and designated as Series D Convertible Preferred Stock at the date of the Certificate, including any shares thereof authorized and designated after the date of the Certificate.
