ST_OPTION_PLAN

(SQL Table)
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Stock Option Plan

This table defines various stock option plans and contains business rules which pertain at the stock option plan level.

  • Parent record: STOCK_PLAN_TBL
  • # PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
    1 STOCK_ID Character(10) VARCHAR2(10) NOT NULL Stock ID

    Prompt Table: STOCK_TBL

    2 STOCK_PLAN_TYPE Character(1) VARCHAR2(1) NOT NULL Stock Plan Type
    E=Purchase Plan
    O=Option Plan

    Default Value: O

    3 STOCK_PLAN Character(10) VARCHAR2(10) NOT NULL Stock Plan

    Prompt Table: STOCK_PLAN_TBL

    4 EFFDT Date(10) DATE NOT NULL Effective Date

    Default Value: %date

    5 ST_GOVERN_CD Character(4) VARCHAR2(4) NOT NULL Contains the code used to identify the organization / entity responsible for setting the rules which govern the stock plans.

    Prompt Table: ST_GOVERN_BODY

    6 DEC_PLACES Number(3,0) SMALLINT NOT NULL Number of Decimal Places
    7 ST_ROUNDING_RULE Character(1) VARCHAR2(1) NOT NULL Used to determine how the shares will be rounded to the maximum decimal point.
    D=Round Down
    S=Standard Rounding
    U=Round Up
    8 EXER_BFR_VEST Character(1) VARCHAR2(1) NOT NULL This field indicates that exercise is allowed before vesting. Typically used with RSA's.
    N=No
    Y=Yes

    Y/N Table Edit

    Default Value: N

    9 REPURCH_COST_MTHD Character(1) VARCHAR2(1) NOT NULL This field indicates what the company will pay to repurchase shares. Usually this would be Fair Market Value or Share Cost.
    F=Fair Market Value
    S=Share Cost
    10 REPURCHASE_DAYS Number(3,0) SMALLINT NOT NULL This field indicates how many days the company has to repurchase exercised but unvested shares.
    11 TRANSFER_ALLOW Character(1) VARCHAR2(1) NOT NULL Transferable Options
    N=No
    Y=Yes

    Y/N Table Edit

    Default Value: N

    12 NQ_ORD_INC_MTHD Character(4) VARCHAR2(4) NOT NULL This field indicates the method used to calculate income for same-day-sale or sell-to-cover exercises that have an option type of NQ.
    FMV=Fair Market Value
    LOW=Lower of FMV or Sale Price
    SP=Sale Price

    Default Value: FMV

    13 ISO_DD_INC_MTHD Character(4) VARCHAR2(4) NOT NULL This field indicates the method used to calculate income for same-day-sale or sell-to-cover exercises that have an option type of ISO.
    FMV=Fair Market Value
    LOW=Lower of FMV or Sale Price
    SP=Sale Price

    Default Value: FMV

    14 RSA_INC_MTHD Character(4) VARCHAR2(4) NOT NULL This field indicates the method used to calculate income for same-day-sale or sell-to-cover exercises that have an option type of RSA.
    FMV=Fair Market Value
    LOW=Lower of FMV or Sale Price
    SP=Sale Price

    Default Value: FMV

    15 EXERCISE_MTHD_CASH Character(1) VARCHAR2(1) NOT NULL Cash

    Y/N Table Edit

    Default Value: Y

    16 EXERCISE_MTHD_LOAN Character(1) VARCHAR2(1) NOT NULL Loan

    Y/N Table Edit

    Default Value: N

    17 EXERCISE_MTHD_SAR Character(1) VARCHAR2(1) NOT NULL SAR Exercise

    Y/N Table Edit

    Default Value: N

    18 EXERCISE_MTHD_SDS Character(1) VARCHAR2(1) NOT NULL Same Day Sale

    Y/N Table Edit

    Default Value: N

    19 EXERCISE_MTHD_STC Character(1) VARCHAR2(1) NOT NULL Sale to Cover

    Y/N Table Edit

    Default Value: N

    20 EXERCISE_MTHD_SWAP Character(1) VARCHAR2(1) NOT NULL Swap

    Y/N Table Edit

    Default Value: N

    21 TRADE_FOR_TAXES Character(1) VARCHAR2(1) NOT NULL Trade For Taxes

    Y/N Table Edit

    Default Value: N

    22 RELEASE_MTHD_CASH Character(1) VARCHAR2(1) NOT NULL Cash

    Y/N Table Edit

    Default Value: Y

    23 RELEASE_MTHD_LOAN Character(1) VARCHAR2(1) NOT NULL Loan

    Y/N Table Edit

    Default Value: N

    24 RELEASE_MTHD_SDS Character(1) VARCHAR2(1) NOT NULL Same Day Sale

    Y/N Table Edit

    Default Value: N

    25 RELEASE_MTHD_STC Character(1) VARCHAR2(1) NOT NULL Sale to Cover

    Y/N Table Edit

    Default Value: N

    26 RELEASE_MTHD_TRADE Character(1) VARCHAR2(1) NOT NULL Trade

    Y/N Table Edit

    Default Value: N

    27 SWAP_ROUNDING_RULE Character(1) VARCHAR2(1) NOT NULL This field indicates how the program deals with fractional shares calculated during stock swap exercises.
    D=Round Down
    K=Keep Fractions
    S=Standard Rounding
    U=Round Up
    28 GRANT_SHARES_LIM Number(7,0) INTEGER NOT NULL This field indicates the maximum number of shares which may be granted to an individual during a defined period.

    Default Value: STOCK_DTL.GRANT_SHARES_LIM

    29 CANCEL_SHARES_MTHD Character(1) VARCHAR2(1) NOT NULL Cancelled Shares Method
    P=Return Shares to Plan
    T=Retire Shares to Treasury

    Default Value: P

    30 EXPIRED_SHARE_MTHD Character(1) VARCHAR2(1) NOT NULL Expired Shares Method
    P=Return Shares to Plan
    T=Retire Shares to Treasury

    Default Value: P

    31 SAR_EXERCISE_MTHD Character(1) VARCHAR2(1) NOT NULL SAR Exercises Method
    P=Return Shares to Plan
    T=Retire Shares to Treasury

    Default Value: P

    32 SWAP_SHARES_MTHD Character(1) VARCHAR2(1) NOT NULL Swap/Trade Shares Method
    P=Return Shares to Plan
    T=Retire Shares to Treasury

    Default Value: P

    33 REPURCH_SHARE_MTHD Character(1) VARCHAR2(1) NOT NULL Repurchased Shares
    P=Return Shares to Plan
    T=Retire Shares to Treasury

    Default Value: P

    34 ST_TREASURY_ID Character(10) VARCHAR2(10) NOT NULL Treasury ID

    Prompt Table: STOCK_TREASURY

    35 GRANT_FMV_MTHD Character(10) VARCHAR2(10) NOT NULL Grant FMV Method

    Default Value: STOCK_DTL.FMV_METHOD

    Prompt Table: ST_FMV_MTHD_TBL

    36 EXERCISE_FMV_MTHD Character(10) VARCHAR2(10) NOT NULL This field indicates what method is used to determine the Fair Market Value of exercised shares.

    Default Value: STOCK_DTL.FMV_METHOD

    Prompt Table: ST_FMV_MTHD_TBL

    37 RELEASE_FMV_MTHD Character(10) VARCHAR2(10) NOT NULL This field indicates what method is used to determine the Fair Market Value of released shares.

    Default Value: STOCK_DTL.FMV_METHOD

    Prompt Table: ST_FMV_MTHD_TBL

    38 REPURCH_FMV_MTHD Character(10) VARCHAR2(10) NOT NULL This field indicates what method is used to determine the Fair Market Value of repurchased shares.

    Default Value: STOCK_DTL.FMV_METHOD

    Prompt Table: ST_FMV_MTHD_TBL

    39 SWAP_FMV_MTHD Character(10) VARCHAR2(10) NOT NULL This field indicates what method is used to determine the Fair Market Value of swapped shares.

    Default Value: STOCK_DTL.FMV_METHOD

    Prompt Table: ST_FMV_MTHD_TBL

    40 FMV_HOLIDAY_RULE Character(1) VARCHAR2(1) NOT NULL This field indicates what day is used to determine the Fair Market Value of transactions that occur on a holiday.
    N=Next Trading Day
    P=Previous Trading Day

    Default Value: P

    41 FMV_WEEKEND_RULE Character(1) VARCHAR2(1) NOT NULL This field indicates what day is used to determine the Fair Market Value of transactions that occur over a weekend.
    1=Both Previous Trading Day
    2=Both Next Trading Day
    3=Saturday Next-Sunday Previous
    4=Saturday Previous-Sunday Next

    Default Value: 1

    42 ST_OPTION_NQ Character(1) VARCHAR2(1) NOT NULL This field allows an NQ plan to be defined.

    Y/N Table Edit

    Default Value: N

    43 ST_OPTION_ISO Character(1) VARCHAR2(1) NOT NULL This field allows an ISO plan to be defined.

    Y/N Table Edit

    Default Value: N

    44 ST_OPTION_RSA Character(1) VARCHAR2(1) NOT NULL This field allows an RSA plan to be defined.

    Y/N Table Edit

    Default Value: N

    45 ST_OPTION_NSAR Character(1) VARCHAR2(1) NOT NULL This field allows an NQ/SAR plan to be defined.

    Y/N Table Edit

    Default Value: N

    46 ST_OPTION_ISAR Character(1) VARCHAR2(1) NOT NULL This field allows an ISO/SAR plan to be defined.

    Y/N Table Edit

    Default Value: N

    47 RET_ELIGIBLE_AGE Number(3,0) SMALLINT NOT NULL Retire Eligible Age
    48 RET_ELIG_SRVC_YY Number(3,0) SMALLINT NOT NULL Retire Eligible Req Service
    49 RET_ELIG_SRVC_MN Number(2,0) SMALLINT NOT NULL Retire Eligible Service Month
    50 RET_ELIG_SRVC_DY Number(2,0) SMALLINT NOT NULL Retire Eligible Service Days
    51 RET_AGE Number(3,0) SMALLINT NOT NULL Normal Retire Age
    52 RET_ELIG_DT_FLD Character(1) VARCHAR2(1) NOT NULL Retire Eligible AsofDate
    A=Agreement Date
    G=Grant Date
    53 FORECAST_ELIG_AGE Number(3,0) SMALLINT NOT NULL Forecast Eligible Age
    54 FORECAST_SRVC_DD Number(2,0) SMALLINT NOT NULL Forecast Service days
    55 FORECAST_SRVC_MM Number(2,0) SMALLINT NOT NULL Forecast Service Months
    56 FORECAST_SRVC_YY Number(2,0) SMALLINT NOT NULL Forecast Req Service
    57 COMMENTS Long Character CLOB Comment