All Tag Template (NOT RECOMMENDED FOR USE WITH CLIENTS)
Data Input Tags
Participant Name: CLIENTNAME
Participant Job Title: CLIENTTITLE
Participant Full Name and Job Title: CLIENTNAMETITLE
Participant Email: EMAILTAG
Participant Financial Goal: GOALTAG
Value of Participant’s Diversified Portfolio (VDP): DIVERSIFIEDVALUE
VDP Growth Rate (New 12/26/16): VDPGROWTHRATE
Participant’s Combined Fed and State Income Tax Rate: INCOMETAXRATE
Participant’s Combined Fed and State Cap Gains Rate: CAPGAINSRATE
Participant’s Tax Withholding Rate (New 12/26/16): WITHHOLDRATE
Participant’s Company Stock Ticker: TICKERTAG
Participant’s Company Name: COMPANYTAG
Current Price of Participant’s Company Stock: CURRENTPRICE
Stock Price Growth Rate (New 12/26/16): STOCKGROWTHRATE
Annual Dividend of Participant’s Company Stock: DIVIDENDTAG
Volatility of Participant’s Company Stock (for Black Scholes Calculation): VOLATILITYTAG
Risk Free Rate of Return (for Black Scholes Calculation): RISKFREERATE
Number of Company Shares Participant Owns Outright: OWNEDSHARES
Cost Basis of Participant’s Company Shares Owned Outright: COSTBASISOWNED
Annual Diversification Rate (New 12/26/16): DIVERSIFICATIONRATE
User’s (Advisor’s) Company Name: USERCOMPANY
User’s (Advisor’s) First and Last Name (duplicate): USERNAME
User’s (Advisor’s) Employee ID: EMPLOYEEID
User’s (Advisor’s) Business Unit: BIZUNIT
User’s (Advisor’s) Title 1: USERTITLE1
User’s (Advisor’s) Title 2: USERTITLE2
User’s (Advisor’s) Address1: USERADDRESS1
User’s (Advisor’s) Addres2: USERADDRESS2
User’s (Advisor’s) City: USERCITY, State: USERSTATE, and Zip USERZIP
User’s (Advisor’s) Work Phone: USERWORKPHONE and Extension: USERWORKEXT
User’s (Advisor’s) Cell Phone: USERCELL
User’s (Advisor’s) Home Phone: USERHOMEPHONE
User’s (Advisor’s) Email: USEREMAIL
Date of Black Scholes Calculation Assumption (00/00/0000): BSVDATE
The price increment used for leverage & RSA liability tables LEVERAGEINCREMENT
Participant Review Date: REVIEWDATE
Table & Chart Tags
Grant Summary Table (Option Shares and Share Grants with individual vesting events):
GSTABLE
Grant Summary Table2 (Option Shares and Share Grants summarizing vested & unvested shares):
GS2TABLE
Equity Compensation Portfolio Summary Table:
ECSTABLE
Equity Compensation Portfolio Summary Graph:
ECGGRAPH
In-the-Money Value of Option Shares Table:
ITMTABLE
After-Tax Value of Option Shares Table:
ATTABLE
Black Scholes and Time Value Table (Option Shares):
BSVTABLE
Time Value and Total Value Table (Option Shares, same as BSV, different column labels):
BSV2TABLE
After-Tax Share Grants Value Table:
RSATABLE
Pre-Tax Share Grants Value Table:
RSA2TABLE
Share Grant Vesting / Value Table:
RSA3TABLE
Share Grants Tax Liability Table:
RSATTABLE
Owned Share Valuation Table:
OSATABLE
Share Diversification Table (New 12/26/16):
OSDTABLE
Share Diversification Graph (New 12/26/16):
OSGGRAPH
Share Diversification Comparisons (New 12/26/16):
OSGLowGRAPH / OSGHighGRAPHLeverage Table MAIN (Option Shares, Share Grants and Owned Shares):
LATABLE
Leverage Table #1 (Options Shares w/ ITMV, Black Scholes, & ATV):
LA1TABLE
Leverage Table #3 (One +/- Increment of Leverage for Each Grant):
LA3TABLE
Leverage Table #4 (Option Shares and Share Grants):
LA4TABLE
Leverage Table #5 (ITMV of Option Shares Only):
LA5TABLE
RSA and Owned Share Valuation Analysis
LARSATABLE
Upcoming Option Share Vesting Table:
UPVTABLE
Upcoming Share Grant Vesting Table:
URVTABLE
Option Share Key Ratio Table (Insight and VaR):
KRATABLE
Option Share Key Ratio Table #2 (Insight Ratios Only):
KRA2TABLE
Option Share Key Ratio Table #3 (Insight Ratios Only, column label changed to Total Value):
KRA3TABLE
Financial Goal Chart:
FGAGRAPH
Concentration Chart:
CONGRAPH
Calculated Value Tags
Date Report Run (00/00/0000): TODAYTAG
Date and time report run (00/00/0000 00:00:00PM) NOWTAG
Full Date Report Run (Day of Week, Month, Day, Year): FULLDATE
Total Portfolio Value (Concentration Chart = Value of Diversified Portfolio, After-Tax Value [ATV] Vested Options Shares, ATV Unvested Option Shares & Share Grants, and ATV Owned Shares): TOTALPIE
Total Pre-Tax ITM Value of Options: TOTALITM
Total Pre-Tax BSV Value of Options: TOTALBSV
Total After-Tax Value of Owned Shares: AFTERTAXOWNED
Total After-Tax Value of Vested Option Shares: AFTERTAXVESTED
After-Tax Value of Unvested Option Shares and RSA Shares: AFTERTAXRSA
After-Tax Value of Vested Options and Owned Shares + Value of Diversified Portfolio: ATVOOSVDP
Pre-Tax In-the-Money Value of Vested Options + Value of Owned Shares: ITMALLOWNED
Pre-Tax Owned Shares + Share Grants: SHAREANDRSA
Pre-Tax All Options, Share Grants and Owned Shares: OPTIONSHAREANDRSA
Pre-Tax Option Forfeit Value (BSV of Unvested and TV of Vested Options): OPTIONFORFEITVALUE
Pre-Tax Total Forfeit Value (Option Forfeit Value + Pre-Tax Share Grant Value): TOTALFORFEITVALUE
Pre-Tax Black Scholes Value of Unvested (used in Forfeit Value): BSVUNVESTED
Pre-Tax Time Value of Vested (used in Forfeit Value): TVVESTED
Pre-Tax Share Grant Value: GROSSRSAVALUE
Financial Goal Achievement Percentage: GOALPERCENTAGE
Value at Risk (VaR) Value (vested options and owned shares): VARVALUE
The incremental Increase% in Option Value Caused by an LEVERAGEINCREMENT Increase in Company Stock Price (from Leverage Tables): OPTIONLEVERAGE
The Incremental Increase% in Option & Share Grant Value Caused by an LEVERAGEINCREMENT Increase in Stock Price (from Leverage Table #4): RSALEVERAGE
The Incremental Increase% in Option, Share Grant & Owned Share Value Caused by an LEVERAGEINCREMENT Increase in Stock Price (from Leverage Table #3): OPTIONRSALEVERAGE
The incremental Decrease% in Option Value Caused by a negative LEVERAGEINCREMENT Decrease in Company Stock Price (from Leverage Tables): NEGOPTLEV
The Incremental Decrease% in Option & Share Grant (RSA) Value Caused by a negative LEVERAGEINCREMENT Decrease in Stock Price (from Leverage Table #4): NEGOPTRSALEV
The Incremental Decrease% in Option, Share Grant & Owned Share Value Caused by a negative LEVERAGEINCREMENT Decrease in Stock Price (from Leverage Table #3): NEGOPTRSAOWNLEV
The Participant’s Concentration in Option Shares, Share Grants and Owned Shares as a Percentage of Their Total Portfolio Value: PERCENTCONCENTRATION
Duplicate Tags (same as “User” tags)
User’s (Advisor’s) Company Name: ADVISORCOMPANY
User’s (Advisor’s) First and Last Name: ADVISORNAME
User’s (Advisor’s) Work Phone Number: ADVISORPHONE
User’s (Advisor’s) Email Address: ADVISOREMAIL
User’s (Advisor’s) Title 1: ADVISORTITLE1
User’s (Advisor’s) Title 2: ADVISORTITLE2
Page: 2 © NWSI 2017