Ledgy

Learn how to sell your shares through Ledgy - a straightforward way to sell your shares.

How to sell shares

Learn how add or change your personal banking information for equity payments.

How to enter & update your bank details

Learn what holding periods are, how they apply to your equity grants, and how to view shares subject to holding periods in Ledgy.

Understanding Holding Periods

Understanding restriction periods and how they affect selling your shares

What is a restriction period?

Learn how to select columns, apply filters, save custom views, and export holdings data to Excel.

Holdings page customisation

Learn to update your name, address, tax residency, and other personal details in your Ledgy account.

How to edit your personal and tax information

Complete guide to exercising vested stock options, from checking eligibility to finalising your transaction.

How does the exercise process work?

Learn how to exercise your stock options by selling shares to cover costs or sell all your shares in one go - a simple way to exercise without upfront payments.

How do I exercise and sell to cover or sell all my stock options?

Learn how to transfer your shares from Ledgy to a brokerage account of your choice, including what to expect and how to submit your request.

How to transfer my shares out of Ledgy?

Product Team

Javier Moisés Quirós

Frances Agoncillo

Articles and guides for employees of public companies to navigate Ledgy and manage their equity with ease.

Public Company Employee Resources

Website

Contact / Imprint

YouTube

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