Transcription
Visual Style Guide for Charles Schwab EAC
Visual Design1 Data Visualization2 Dashboard Page3 Award Details Page4 Style GuidesCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Data Visualization
Visual DesignData Visualization: Doughnut ChartDoughnut chart appears in the EAC Equity Summary modulePie Chart ViewHover StateEquity SummaryRestricted StockPerformance StockStock OptionsEquity SummaryRestricted StockPerformance StockStock Options 2,250 400 100 250 2,250 400 100 vailableAvailableSharesMarket ValueShares 100 3.5kNon-Qualified Stock OptionOtherExercisable 2,250TotalMarket ValueIncentive Stock Options 250 250Performance Stock Options 500Share Positions 200 200 100ExercisableTotal Vested 1,500 1,500Total UnvestedTotal UnvestedZero State - Pie chart is disabled without multiple award typesEquity SummaryRestricted StockPerformance StockStock Options 2,250 1,000 250 250TotalUnvestedUnvestedUnvestedShares 2,250TotalCharles Schwab EAC Visual Style GuideMarket Value 1,500Total UnvestedJanuary 21, 2016
Visual DesignPie Chart LegendMax State - 6 ledgend items 5.7kDeferred Award 250Share Positions 250Cash 3.5kExercisable 100Other5 ledgend items 5.7kDeferred Award 250Share Positions 1,500Total Unvested 1,500Total UnvestedCharles Schwab EAC Visual Style Guide4 ledgend items 3.5kExercisable 250Cash 3.5kExercisable 250Cash 250Share Positions 1,500Total Unvested3 ledgend items 3.5kExercisable 250Share Positions 1,5002 ledgend items 3.5kExercisable 1,500Total UnvestedTotal UnvestedJanuary 21, 2016
Visual DesignPie Chart LedgendBreak outs: Maxed out 3.5k 100 250ExercisableOther 1,500Share PositionsTotal UnvestedRestricted Stock Awards: 400Non-Qualified Stock Options: 500Emolyee Stock Purchase Plan: 500Restricted Stock Awards: 800Restricted Stock Units: 300Incentive Stock Options: 300Restricted Stock Awards: 400Restricted Stock Units: 700Performance RSAs: 200Stock Appreciation Rights: 200Restricted Stock Units: 300Performance RSAs: 600Performance RSUs: 100Performance Stock Options: 100Performance RSAs: 200Performance RSUs: 500Performance RSUs: 100Non-Qualified Stock Options: 400Incentive Stock Options: 300Stock Appreciation Rights: 200Performance Stock Options: 100Stand alones 5.7kDeferred Award* Deferred Awards and Cash valuesare not associated with awards, so nobreak out by award type 250CashOrder with other ledgend items: Mostto least in valueCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignData Visualization: Line Chart (Vesting Awards)Line chart appears in the EAC Equity Summary module, the Award Details Data Visualization, and Vesting Awards Table expanded viewChart reflects vest/purchase dates, does not reflect shares sold or options exercised1 Day5 Day1 Mo6 Mo1 YrAllActivity on todaySharesMarket Value1,000800600400200January 01, 2016January 01, 2017Hover (Past activity)1 Day5 Day1 MoHover Today6 Mo1 YrAllSharesHover (Activity on today)Market ValueOctober 03, 2016 (Today)1,000October 03, 2016 (Today)March 01, 2016800600 total vested shares50 shares sold from RSU2039600 total vested shares50 shares vested from RSU2039600400 shares total vested400200January 01, 2016 3.2kJanuary 01, 2017 6.4k 6.4kUse outline around “vested” item hovering on past vested totals (see above) or future vested totalsCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignAward Overview: Line Chart (ESPP)1 Day5 Day1 Mo6 Mo1 YrSharesMarket Value1,000800600400200January 01, 2016January 01, 2017Hover State1 Day5 DayHover Today1 Mo6 Mo1 YrSharesMarket Value1,000August 01, 2016800Purchase approx. 50 GOOG sharesApril 26, 2016 (Today)600Purchased 380 GOOG shares400200 3,000January 01, 2016Charles Schwab EAC Visual Style GuideJanuary 01, 2017 1,900January 21, 2016
Visual DesignData Visualization: Line Chart (Vesting Date)1 Day5 Day1 Mo6 Mo1 YrSharesAllPurchase Date follows save visual / interaction patternsMarket Value1,000800600400200January 01, 2016July 01, 2016Hover State1 Day5 DayHover Today1 Mo6 Mo1 YrAllApril 26, 2016SharesMarket Value150 shares vest from RSU 20211,000775 share will have vested800January 01, 2016 (Today)150 shares vested from RSU 2021350 total vested shares600400200 7.8kJanuary 01, 2016Charles Schwab EAC Visual Style GuideJuly 01, 2016 7.1kJanuary 21, 2016
Visual DesignData Vizualization: Line Chart (Vesting/empty)1 Day5 Day1 Mo6 Mo1 YrAllSharesMarket Value1,000800600400200January 01, 2016July 01, 2016Hover (Future activity)1 Day5 Day1 Mo6 MoHover Today1 YrAllSharesMarket Value1,000800March 01, 201650 shares vest from RSU 2039600400 share will have vested400April 26, 2015 (Today)2,000 total unvested shares200January 01,2016 2,000Charles Schwab EAC Visual Style GuideJuly 01, 2016 0January 21, 2016
EAC Dashboard
Visual DesignCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignNotification CenterNew Award Notifications - Min StateAll Awards - Max StateOnly appears when new awards pending acceptment/enrollment.Welcome message only on first time experience. Changes to new awards notifications after first logging out.Broken out by award type.New Equity AwardsWelcome to the Equity Award Center!Demo Company has offered you a new great equity award! Take action, and accept your award beforeit’s too late.Here you manage all things related to your company’s equity, and Demo Company has offered yougreat equity award types. Get started, enroll in and accept your awards.Stock OptionsEmployee Stock Purchase PlanAccept 500 Non-Qualified Stock Options at 5.10/shareAcceptEnroll in Demo Company’s Employee Stock Purchase Plan and purchaseDemo Company’s stock at a discount of 15%!EnrollStock OptionsAccept 500 Non-Qualified Stock Options at 5.10/shareAcceptAccept 500 Incentive Stock Options at 5.10/shareAcceptRestricted StockAccept 1000 Restricted Stock Awards (a current value of 12.8k) that willvest 25% every 6 months.Charles Schwab EAC Visual Style GuideAcceptJanuary 21, 2016
Visual DesignEquity Summary: Super TabsDefault StateHover StateEquity SummaryShare PositionsStock OptionsEquity SummaryShare PositionsStock Options 2,250 500 250 2,250 500 bleContent AreaCharles Schwab EAC Visual Style GuideContent AreaJanuary 21, 2016
Visual DesignSuper TabsMax State: 6 tabs1 award typeMin 2 award types for tabsModuel, no tabs, no doughnut chart viewEquity SummaryESPPRestricted StockStock OptionsPerformanceStockSARs 21.2k 250 500 3.5k 10.5k lableSharesEquity SummaryTotal 500SharesMarket ValueMarket ValueContent AreaContent AreaCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignTab Content ViewsToggle Switch – Data ViewSharesSharesMarket ValueLine Chart ViewDoughnut Chart ViewEquity Summary 21.2kTotalESPPRestricted Stock 250 500AvailableVestedStock Options 3.5kAvailablePerformanceStockSARs 10.5k 500VestedShares 5.7kDeferred Award 21.2kTotalMarket Value 250Share PositionsMarket ValueVestedEquity SummaryESPPRestricted StockStock OptionsPerformanceStockSARs 21.2k 250 500 3.5k 10.5k 500AvailableTotal1 Day5 Day1 MoVested6 MoAvailable1 YrVestedSharesAllVestedMarket Value1,000 3.5k800Exercisable600 250400Cash200 1,500Total UnvestedJanuary 01, 2016July 01, 2016Data Table ViewEquity SummaryESPPRestricted StockStock OptionsPerformanceStockSARs 21.2k 250 500 3.5k 10.5k 500TotalAvailableAvailableVestingQuantityShares orOptionsVestedVestedAward DateRemainingUnvestedMarket ValueVesting DateAward ID01/01/2016NQSO204075Options09/29/20152,700 1000ISO180960Options06/15/20110 2500135--1,000 2200TotalsCharles Schwab EAC Visual Style 000 100010/05/2015RSU501185Shares01/01/2015NA 3000Use broswer default scroll barJanuary 21, 2016
Visual DesignAward Tabs: event widgetEvent widgetIf Vesting Date is current, event widget appears on award tabPurchase Date follows same pattern01JUNVesting DateRSU 2039250 shares have vested to your Brokerage Account.In settlement period until available on June 04, 2015.Order historyCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignEvents & Activities ModuleDefault – No Events TodayEvents & Activities!All Award EventsEvents & ActivitiesAll Award EventsTodayJuly 01, 2015OCTDECJuly 01, 2015Tax Elections Needed for RSU 2191RSA 355 Vest Date of 150 Shares 11 more events01OCTESPP Purchase DateUpcoming20OCTTax Elections Needed for RSU 2191RSU 2021 Vest Date of 200 Shares15PastDECRSA 355 Vest Date of 150 Shares26Exercised 25 shares 11 more events18250 shares of RSU 2039 vestedPastAUGJULDecember 31, 2015TodayRSU 2021 Vest Date of 200 Shares15TodayDecember 31, 2015Upcoming20!26Exercised 25 shares18250 shares of RSU 2039 vestedAUGJULCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignEvents & Activities ModuleExpanded date - data tableExpanded date - CTAEvents & Activities!All Award EventsView all eventsEvents & ActivitiesAll Award EventsJuly 01, 2015December 01, 2015Today01Jul2015Dec2015Upcoming01ESPP Purchase DateOCT 14OCTAwardSymbolESPPRestricted StockTrading Period: Restricted StockAlphabet Inc GOOG will be avaliable in trading periodOctober 01, 2017 - October 14, 2017RSU 2021 Vest Date of 200 SharesTotalView all eventsTODAYTodayOCT!QuantityActivityRemaining UnvestedMarket ValueGOOG1,000Shares purchasedNA 1,000GOOGL2,000Shares vested2,000 1,0003,000TradeExpanded date - informational 2,000Events & Activities!All Award EventsView all eventsTODAYJul2015Dec2015Upcoming01OCT 14OCTBlackout Period: Restricted StockDue to legal reason, your Alphabet Inc GOOG awards are currently in a blackout period, and areunavailable to trade October 01, 2017 - October 14, 2017Charles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignStock Ticker ModuleDashboard – Righthand railMultiple Stock TickersEmployersGOOGAlphabet Inc! 776.60 14.09 (1.85%)EmployersGOOGAlphabet Inc! 776.60 14.09 (1.85%)H 12.84H 12.84L 12.56L 12.56as of 3:43pm ET Sep 18, 2015Last year to dateas of 3:43pm ET Sep 18, 2015More research on GOOGLast year to dateMore research on GOOGGOOGLAlphabet IncBOXBox Inc 793.96 11.72 (1.50%) 12.80 0.32 (2.56%)Closed StateEmployersGOOG 776.60 14.09 (1.85%)GOOGL 793.96 11.72 (1.50%)Alphabet IncAlphabet IncBOXBox IncCharles Schwab EAC Visual Style Guide! 12.80 0.32 (2.56%)January 21, 2016
Visual DesignKnowledge Center ModuleDashboard – Righthand railKnowledge Center! "!Opens external link in new tabLook up a quick definition in the Glossary.Your employee stock purchase plan may be oneof the best benefits offered by your company.However, to appreciate the advantages ofenrollin . Read more ESPPs: Basics.If you are reading this article, your company hasprobably granted you stock options.Congratulations. Stock options give you apotential sh . Read more NQSOs: Basics.Employee stock purchase plans (ESPPs) are asuper deal. However, the related taxation andfinancial planning can be deceptively complex.Thi . Read more ESPPs Advanced.Charles Schwab EAC Visual Style GuideJanuary 21, 2016
EAC Award Details
Visual DesignCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignAward Hero NumbersVesting AwardsPurchased AwardsRestricted Stock, Stock Options, Performance Stock, SARsESPPDefaultDefault 6.4k 12.8kVested1,000 sharesUnvested2,000 shares 1,500Purchase Price: 15% discount600 sharesEmpty StateEmpty State 19.2k 0Unvested3,000 shares 500Net ProceedsCurrent market value0 shares purchasedVest / Purchase date in settlement period 12.8k 6.4kVested1,000 sharesUnvested2,000 sharesHover State: Click to view Settlement PeriodVesting Date: March 01, 2016200 shares in settlement period 6.4kVested1,000 sharesMarket value of 2.1k 12.8kUnvested2,000 sharesCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignAward Events WidgetUpcoming EventVest / Purchase Date01 Next Purchase DateJUN01 Vesting DateJUNAlphabet Inc ESPPApprox. 250 GOOG shares will be purchased.RSU 2039250 shares have vested to your BrokerageAccount. In settlement period until available onJun 04, 2015.Order Status01 Next Vest DateJUN01 Vesting DateJUNRSU 2039250 shares will vest to your Brokerage Account.RSU 2039250 shares have vested to your BrokerageAccount. In settlement period until available onJun 04, 2015.RSA 00127500 shares will vest, valued at 10.90/share.RSU 2039250 shares will vest to your Brokerage Account.More eventsRSU 2039250 shares have vested to your BrokerageAccount. In settlement period until available onJun 04, 2015.RSU 2039250 shares have vested to your BrokerageAccount. In settlement period until available onJun 04, 2015.More eventsOrder statusCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignAward TablesDefault (All Closed)Alphabet Inc. Restricted Stock Awards (RSAs)! Calculate Future ValueTotal ValueSell 38kAward tedGrantedAward DateRemainingUnvestedUnvestedMarket ValueGrantedMarket ValueTax ElectionGrant Agreement Status8008001,00009/01/2015200 2,000 10kMake electionAccepted: DownloadView2,0002,0002,50008/15/2014500 5,500 28kPay cashAccepted: DownloadN/A2,8002,8003,500700 7,500 38kMessagesExapanded StateRestricted Stock Awards (RSAs)! Calculate Future ValueTotal ValueSell 3,314.85Award antedAward DateRemainingUnvestedUnvestedMarket ValueGrantedMarket ValueTax ElectionGrant Agreement Status8008001,00009/01/2015200 2,000 10kMake electionAccepted: DownloadView2,0002,0002,50008/15/2014500 5,500 28kPay cashAccepted: DownloadN/AMessages1,000750500250January 01, 2016TotalDecember 31, 20162,8002,8003,500Charles Schwab EAC Visual Style Guide700 7,500 38kJanuary 21, 2016
Visual DesignStock TickersDetails View - full 12 columnEmployerAlphabet Inc. GOOG1 Day5 Day 776.601 Mo6 Mo 14.09 (1.85%)1 YrVolume15.00H 12.8412.009.00L 12.566.003.0029.746M10 Day Avg Vol28.1MSince 04/26/15-4.42%Since 06/25/14 43.44%Today’s Range 127.85 129.3452-Week Range 89.65 135.54TodayAs of 3:43PM ET Thursday, 10/30/2015More research on GOOGMultiple Stock TickersEmployersAlphabet Inc. GOOG1 Day5 Day1 Mo 776.606 Mo1 Yr15.00H 12.8412.009.00L 12.566.003.00As of 3:43PM ET Thursday, 10/30/2015 14.09 (1.85%)Volume29.746M10 Day Avg Vol28.1MSince 04/26/15-4.42%Since 06/25/14 43.44%Today’s Range 127.85 129.3452-Week Range 89.65 135.54TodayMore research on GOOGClosed StatesAlphabet Inc. GOOGL 793.96 11.72 (1.50%)Box Inc. BOX 12.80 0.32 (2.56%)Alphabet Inc. GOOG 776.60 14.09 (1.85%)Alphabet Inc. GOOGL 793.96 11.72 (1.50%)Box Inc. BOX 12.80 0.32 (2.56%)EmployerCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Modal Overlays
Visual DesignHeader!Content AreaFollow most current stardardCharles Schwab EAC Visual Style GuideJanuary 21, 2016
UI Elements
Visual DesignSchwab Standard PatternsButtonsNextBackNextBackTabsDropdownAccount SelectorIndividualDropdown Selector4321-0987SelectTab 1Tab 2Tab 3Tab 4Pagination12345NextCarousel arrowsDeactivated - no data that wayActiveCharles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignTypographyHeadingsH2H3Accounts SummaryAll AwardsCharles Modern Light / 24pxCharles Modern Light / 20px#425563Hero NumberSecondary Number 122.004704.75Charles Modern Light / 30pxCharles Modern Light / 24px#333333BodyRegular TextHyperlink TextTotal equity valueDetailsArial Regular / 14pxArial Regular / 14px#333333#0066ccSupplimental TextSmall Supplimental TextToday’s RangeAs of 03:00PM ET Wednesday, 11/05/2015Arial Regular / 13pxArial Regular / 10px#333333#333333Charles Schwab EAC Visual Style GuideJanuary 21, 2016
Visual DesignStepometerComplete stepActive stepChoose Contribution AmountFuture StepAgreement TermsSummaryUI Sliding SelectorDefault slider, ESPP enrollment contribution seletor, Share Positions Calcuator10.5%2%15%Enter manual option, Options CalculatorShares to Hold !Shares to Sell !296204Sell-to-Cover
Charles Schwab EAC Visual Style Guide January 21, 2016 Data Visualization: Line Chart (Vesting Date) 7.1k 350 total vested shares 150 shares vested from RSU 2021 January 01, 2016 (Today) 1,000 800 600 400 200 January 01, 2016 7.8k July 01, 2016 1 Day 5 Day 1 Mo 6 Mo 1 Yr All Shares Market
