From latest balance sheet [[selectedYear <= currentYear ? 'in ' + selectedYear : null ]]
Enter
Fair Market Value
valued on [[lastValuationDate]]
$[[lastValuation.share_price | number:4]]
Total Value Granted
with Rule 701 Exemption
$[[totalValue | number]]
Total Shares Granted
with Rule 701 Exemption
[[totalShares | number]]

Total Outstanding Shares
[[totalSharesOutstanding | number]]
Learn more about Rule 701

Compliance Analysis For This Reporting Period

[[!rule701Check ? 'Not Required' : 'Required']]
Registration Requirements for Securities
Total Rule 701 share value less then $1 million
Total Rule 701 share value less than 15% of asset value
Number of Rule 701 shares less than 15% of outstanding shares for the class

[[fourthCheck ? 'Not Required' : 'Required']]
Additional Disclosures
Total Rule 701 share value less than $10 million

Equity Awards with Rule 701 Exemption in [[selectedYear]]

Certificate Award Type Grant Date Shareholder Shares Value
[[security.certificate_name]] [[security.award_type]] [[security.grant_date]] [[security.shareholder.name]] [[security.shareholder.last_name]] [[security.shareholder.institution_name]] [[security.shareholder.fund_name]] [[security.shares_granted | number]] $[[security.value | number]]
There are [[securitiesWithoutFederalExemption.length]] equity awards without federal exemptions in all reporting periods. Click here to apply Rule 701 Exemption to all of them. You can still edit their federal exemptions individually afterwards.