HR-XML's employee stock (share) plan specifications support the exchange of employee stock option plan and employee stock purchase plan data between an employer, administrator, broker, and transfer agent and trustee. This chapter covers the Manage Stock Option Exercise Confirmation noun. See also, Chapter 32, Stock Plan Scenarios.

Within an integration to support a stock option program, the StockOptionExerciseConfirmation noun may be sent from a broker back to the stock option plan administrator or sponsor to confirm the completion of an order to exercise stock options). The exact composition of the StockOptionExerciseConfirmation message varies depending on the type of exercise order - cash, cashless, swap, etc. While composition of the message may vary, the information communicated in an exercise confirmation may include: the number of shares exercised, the exercise price, fair market value (FMV) on the date of exercise, sales price (may differ from the FMV), taxes due/withheld, number of shares used to pay the taxes, and the amount of the taxable gain.