FOR EMPLOYEESYour equity.
Your equity.
Your next chapter.
Understand what you hold, what has changed, and what comes next. Bring your equity events, documents, and tax workflow into a personal workspace.
01Your award02Your position03Your next step
Start with the grant. Connect vesting and supporting award information to your equity history.
YOUR EQUITY, THROUGH TIMEIt starts with
It starts with
an award.
It becomes
your story.
Know the position.
Your grant may begin with an employer, your shares may sit with a broker, and relevant tax information may sit in payroll records. Connect those pieces around the same position.
Give the sale its history.
When cost basis is missing, a later sale can be difficult to reconcile. Bring the relevant original equity records together before the position reaches filing.
Make the next step clear.
Gather information, reconcile gaps, compute, resolve questions, and prepare the record for appropriate professional review.
Every event.
One connected record.
Equity does not arrive in one file. Follow the award through vesting, custody and a possible sale, with its source context attached at each step.
400Awarded
300Vested
120Sold
180Held
ILLUSTRATIVE EQUITY HISTORYONE AWARD / FIVE EVENTS
Swipe to see the source behind each event.
| Date | Event | Units | Held after event | Supporting source |
|---|---|---|---|---|
| 04 Feb 2025 | 01Award granted | 400 awarded | — | Grant noticeThe award starts the history. An award is distinct from the shares already vested or held. |
| 04 Feb 2026 | 02First vesting | 200 vested | 200 | Vesting recordConnect the vesting event to the original award and the supporting employer information. |
| 09 Feb 2026 | 03Broker transfer | 200 moved | 200 | Broker statementA custody move carries the same position forward. This illustration does not count the transferred shares a second time. |
| 18 Jun 2026 | 04Partial sale | 120 sold | 80 | Transaction recordCarry the sale, the original equity history and relevant cost-basis context together into the next working step. |
| 04 Aug 2026 | 05Later vesting | 100 vested | 180 | Vesting recordA later event extends the same history: 300 units vested in total, less 120 sold, leaves 180 held in this illustration. |
A custody change keeps the history connected.A sale needs its beginning.
A source is the start.
Your confirmation matters.
Documents support a proposed record. Your review connects that evidence to the information you choose to confirm.
01 / EMPLOYERGrant & vestingAward / Event / Context
02 / BROKERPosition & saleCustody / Transaction
03 / PAYROLLSupporting inputsPayroll / Tax records
PROPOSED EQUITY RECORD
Context.Connected.
- Event
- Vesting
- Evidence
- Source attached
- Next step
- Your confirmation
01Source
Keep the original in reach.
Employer, broker and payroll records each bring part of the story. Keep the document alongside the information it supports.
02Propose
See what the record is saying.
Bring the proposed equity information and its source together. Look for missing fields, inconsistent figures or events that need context.
03Confirm
You decide what enters the record.
Review the proposed information. Confirm it or resolve an inconsistency before it becomes part of the working record.
A POSSIBLE NEXT STEPWhat happens
What happens
if you sell?
Explore a simplified sale scenario using synthetic INR values. The illustration helps you understand the workflow; it is not a tax determination.
120
Sale value₹2,10,000
Cost basis₹1,48,800
Capital gain₹61,200
Estimated taxIllustrative
Net proceedsIllustrative
Illustrative only. Not tax advice or a tax determination. Actual tax treatment depends on the relevant facts and applicable rules.
The record.
The working behind it.
Prepare a record someone can follow: what happened, where the information came from, what you confirmed, and what still needs a closer look.
RECORD → EVIDENCE → REVIEWUnderstandable.
Traceable.
Reviewable.
Traceable.
Reviewable.
YOUR REVIEW WORKSPACE
What travels with the record06
01Equity history+
The award, vesting and transaction events that explain how the position changed. A sale should not lose the history of the shares behind it.
02Supporting sources+
The relevant employer, broker and payroll documents, connected to the figures and events they support.
03Your confirmations+
The information you have reviewed and confirmed, with its source and verification state in reach.
04Computation context+
The inputs and working behind a proposed figure, including relevant original equity and cost-basis information.
05Open questions+
Missing information, inconsistent records and points that still need resolution. Keep unresolved items visible for the next working step.
06Professional review+
The record, evidence and unresolved questions together, so the appropriate reviewer can assess the working and apply professional judgment.
Preparation supports review. Professional judgment remains with the appropriate reviewer.
Workforce coverage
is the organization’s view.
Your financial position
is personal.
SOMTELOS brings your equity record, computation, supporting evidence, and professional review into one workspace.
BEFORE THE FILING
Enter SOMTELOSUnderstand the equity behind it.
Keep your events, evidence, and next steps in perspective.