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Modeling an Exercise

You can model same-day sale (cashless), buy and hold (cash), stock swap and sell-to-cover exercises by signing on to Stock Options Management. Modeling in Stock Options Management is available 24 hours a day, 7 days a week.

To sign on from work:

  1. Click Sign On in the upper right.
  2. Enter your LAN username and password.
  3. Click Sign On.

To sign on from home:

  1. In “Global ID,” enter your employee ID.
  2. In “PIN,” enter your PIN from the Mellon notification letter.
  3. In “Stock Symbol,” enter Wells Fargo’s stock symbol: WFC.
  4. Click Enter.

After you are on Stock Options Management: 

  1. Click Grant Summary to view your grants.
  2. Click on the date of the grant you want to model.
  3. Select Price Model and model your exercise.

You can also model a stock swap using the Stock Swap and Reload Calculator in Plan Resources.

Published 08/20/2007