How to transfer stock (full & partial)

What happens when you transfer stock

For full transfers, the original stock grant is canceled and marked as transferred.
For partial transfers, the original stock grant is canceled and marked as transferred. 2 new stock grants are created: 1 for the recipient with the transferred shares, and 1 for the original stakeholder with the remainder shares.

How to transfer stock

Go to Ownership > Stock. Click the security ID of the particular grant the transfer will come from. Towards the top is the button to Transfer Stock.

Full Transfer

Partial Transfer

You may also choose to partial transfer, which creates two resulting stock grants.

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