0% found this document useful (0 votes)
31 views6 pages

Custom transaction summary - Fidelity NetBenefits - 2024

The document is a custom transaction summary for participant Satyadipon Deb covering the period from January 1, 2024, to March 31, 2024. It details dividend income of $0.78, stock sales resulting in a loss of $8.69, and nonresident alien withholding totaling $0.20, leading to a total amount of -$8.11 USD. The summary also provides information on tax withholdings and emphasizes that Fidelity does not provide legal or tax advice.

Uploaded by

pooja2614212
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
0% found this document useful (0 votes)
31 views6 pages

Custom transaction summary - Fidelity NetBenefits - 2024

The document is a custom transaction summary for participant Satyadipon Deb covering the period from January 1, 2024, to March 31, 2024. It details dividend income of $0.78, stock sales resulting in a loss of $8.69, and nonresident alien withholding totaling $0.20, leading to a total amount of -$8.11 USD. The summary also provides information on tax withholdings and emphasizes that Fidelity does not provide legal or tax advice.

Uploaded by

pooja2614212
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 6

30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits

Fidelity Stock Plan Services


Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

SATYADIPON DEB
B2208, CANDEUR LANDMARK
GUNJUR, VARTHUR
BENGALURU KARNATAKA, INDIA

Custom transaction summary


Participant number (last 4): *****8496

Your account summary From Jan-01-2024 to Mar-31-2024

Dividend income 3 transactions · Total $0.78 USD

Interest income 0 transactions · Total $0.00 USD

Stock sales 1 transactions · Total -$8.69 USD

US backup tax withholding 0 transactions · Total $0.00 USD

Nonresident alien withholding 3 transactions · Total -$0.20 USD

Total amount -$8.11 USD

1/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 1/6
30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits
Fidelity Stock Plan Services
Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

Custom transaction summary


SATYADIPON DEB
Participant number (last 4): *****8496

Detailed breakdown From Jan-01-2024 to Mar-31-2024

Dividend income
All dividends paid during the time period, whether reinvested or not. Earnings on Fidelity Government Cash Reserves may be included.

Transaction date Transaction type Amount

Jan-31-2024 Dividend / Interest $0.30 USD

Feb-29-2024 Dividend / Interest $0.23 USD

Mar-28-2024 Dividend / Interest $0.25 USD

2/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 2/6
30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits
Fidelity Stock Plan Services
Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

Custom transaction summary


SATYADIPON DEB
Participant number (last 4): *****8496

Detailed breakdown From Jan-01-2024 to Mar-31-2024

Interest income
Income paid to you as a result of interest paid.

Transaction date Transaction type Amount

0 transactions · You had no transactions for this period.

3/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 3/6
30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits
Fidelity Stock Plan Services
Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

Custom transaction summary


SATYADIPON DEB
Participant number (last 4): *****8496

Detailed breakdown From Jan-01-2024 to Mar-31-2024

Stock sales
These transactions represent profit or loss from the stock you sold throughout your chosen time period.

TOST: TOAST INC CL A


Date sold or transferred Date acquired Quantity Cost basis Proceeds Gain/loss Stock source*

Jan-03-2024 Jan-01-2024 10.0000 $182.60 $173.91 -$8.69 USD RS

*SP: Employee stock purchase plan (ESPP) | RS: Restricted stock units (RSU) | RS: Performance award (PSU) | RS: Restricted Stock Award (RSA) | SA: Stock
appreciation rights (SAR) | NQ: Non-qualified stock options | ISO: Qualified stock options | DO: Deposit only shares

4/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 4/6
30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits
Fidelity Stock Plan Services
Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

Custom transaction summary


SATYADIPON DEB
Participant number (last 4): *****8496

Detailed breakdown From Jan-01-2024 to Mar-31-2024

US backup tax withholding


Tax withheld because of a lack of tax certification. Withholding is calculated at a rate of 24% on all sales proceeds and included in the gain/loss information
provided.

Transaction date Transaction type Amount

0 transactions · You had no transactions for this period.

5/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 5/6
30/12/2024, 13:35 Custom transaction summary - Fidelity NetBenefits
Fidelity Stock Plan Services
Participant Trust
Fidelity Personal Trust Company
245 Summer Street
Boston, MA 02210
Customer service: (800) 544-0275

Dec-30-2024 03:04 AM ET

Custom transaction summary


SATYADIPON DEB
Participant number (last 4): *****8496

Detailed breakdown From Jan-01-2024 to Mar-31-2024

Nonresident alien withholding


US based tax withholding.

Transaction date Transaction type Amount

Jan-31-2024 Other -$0.08 USD

Feb-29-2024 Other -$0.06 USD

Mar-28-2024 Other -$0.06 USD

See your plan documents for details regarding the terms and conditions of your plan.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your
specific situation.
Fidelity Stock Plan Services, LLC, provides recordkeeping and/or administrative services to your company's equity compensation plan, in addition to any services provided directly to the plan by
your company or its service providers.

1133998.2.0

© 1998-2024 FMR LLC. All rights reserved

6/6

https://netbenefitsww.fidelity.com/mybenefitsww/spsnav/navigation/ousSpsStatementsRecords?fallback=plansummary# 6/6

You might also like