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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 Select next to the grant you want to model..
  3. Click 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