How can I track the transaction detail for shares of common stock acquired after the reclassification and held in the BNY Mellon common stock account?
In some cases, transaction origin and cost basis information will not be available in the BNY Mellon common stock account. For shares of common stock issued as a result of a stock option exercise or shares that vest from a restricted stock award, the fair-market value on the date you submit your option exercise or the fair-market value of the common stock on the vesting date of the restricted stock will be provided on your common stock statement. However, you are responsible for maintaining the cost basis for your shares. SAIC Stock Programs has developed a form that may help you in tracking your shares acquired after the reclassification and information to assist you in determining your cost basis. Please see Guide to Tracking Shares and Transaction Detail for more information.
Related Questions
- How can I track the transaction detail for shares of common stock acquired after the reclassification and held in the BNY Mellon common stock account?
- How will my new directly held common stock appear within the BNY Mellon Equity Holdings application after the reclassification?
- Why is cost basis and other share detail not available for shares held in a common stock account at BNY Mellon?
