Employee portal
Personal trading hub
Give employees a simple way to check restrictions, submit pre-clearance requests, complete attestations, and stay current on policy obligations.
Can I trade?
Holdings summary
| Symbol | Account | Quantity | Last Trade | Status |
|---|---|---|---|---|
| AAPL | Fidelity 4481 | 180 | 2026-03-18 | Restricted |
| MSFT | Charles Schwab 9012 | 95 | 2026-04-22 | Clear |
| VOO | Fidelity 4481 | 64 | 2026-04-30 | Clear |
Recent trade requests
| Request | Symbol | Trade Type | Submitted | Status |
|---|---|---|---|---|
| PCR-9008 | MSFT | Buy | May 6, 9:12 AM | Pending |
| PCR-8999 | TSLA | Sell | May 3, 3:40 PM | Approved |
| PCR-8988 | NVDA | Buy | May 1, 10:06 AM | Rejected |
Approval status tracker
Submitted
PCR-9008 for MSFT common stock
Rule Check
PCR-9008 for MSFT common stock
Manager Review
PCR-9008 for MSFT common stock
Compliance Review
PCR-9008 for MSFT common stock
Policy acknowledgment
Annual Code of Ethics acknowledgment signed on Apr 18, 2026.
Training & certification
Insider trading training is due in 9 days. Certification completion is currently 92%.
Blackout period alert
AAPL is in an earnings blackout until May 10. Trades by covered persons are blocked.
Household account disclosure
1 household account is pending certification. Keep all related brokerage accounts current to avoid escalations.