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Sar exercise transaction

Sar Exercise Transaction

Description: An exercise transaction for a SAR. Supports both stock-settled (resulting in shares) and cash-settled (resulting in a cash payment) outcomes.

Referenced By (1): - Sar Transaction Item

References (3): - Decimal - Iso8601 Complete Calendar Date Time - Money

Example:

{
  "sharesAcquiredDatetime": {
    "value": "2025-03-15T00:00:00Z"
  },
  "quantity": {
    "value": "1000"
  },
  "withheldQuantity": {
    "value": "0"
  },
  "settledQuantity": {
    "value": "1000"
  },
  "resultingSecurityId": "3051",
  "resultingSecurityType": "certificate",
  "resultingSecurityLabel": "CS-55"
}

Properties:

Property Type Description Required
cashAcquired Money The cash amount received by the holder for a cash-settled exercise. Empty for stock-settled exercises. -
quantity Decimal The number of SAR units exercised. -
resultingSecurityId STRING The identifier of the security produced as a result of a stock-settled exercise. Empty for cash-settled exercises.
Constraints: Max length: 50
-
resultingSecurityLabel STRING The human-readable label of the security produced as a result of a stock-settled exercise (e.g. "CS-55"). Empty for cash-settled exercises.
Constraints: Max length: 50
-
resultingSecurityType STRING The type of the security produced as a result of a stock-settled exercise (e.g. "certificate"). Empty for cash-settled exercises.
Constraints: Max length: 50
-
settledQuantity Decimal The number of shares actually delivered to the holder. Only applicable to stock-settled exercises. -
sharesAcquiredDatetime Iso8601 Complete Calendar Date Time The date and time the shares were acquired (stock-settled) or cash was received (cash-settled). -
withheldQuantity Decimal The number of shares withheld by the issuer to cover tax or other obligations. Only applicable to stock-settled exercises. -