Performance stock units depend on the award's performance terms. Keep estimated outcomes separate from confirmed award history.

Use Add Equity and select PSU when that matches the award documents. Review the grant identifier, date, modeled quantity, vesting schedule, and any relevant double-trigger condition.

Compare the modeled quantity with the award terms and the latest employer statement. Do not assume the target quantity is guaranteed or that a performance adjustment has already been applied.

Open Equity and review the RSU/PSU Analysis section, Upcoming Vests, and Current Holdings. Reconcile confirmed settlement, withheld shares, and sales with source documents.

If a performance outcome changes the quantity or schedule, have an admin review and update the supported grant fields. Check the resulting schedule before rebuilding projections.

Use a manual trading plan, review the available inventory, and select the proposed sale timing. Explain the payout and timing assumptions in the client discussion, and inspect the Tax and Cashflow effects.

Use separate saved plan versions when comparing different supported outcomes. If the award terms cannot be represented accurately by the available fields, contact Chat with us before relying on the projection.