exercise_options
Proposes exercising options from one option holding. The options become shares of the option class's underlying share class, paid for at the holding's exercise price; the new shares keep the options' tax scheme. Only vested options can be exercised: if the holding has a vesting schedule, its vesting must have been stopped first (use stop_vesting), and the quantity can't exceed the number vested. This tool only creates a proposal; nothing changes until confirm_action. Requires unlock_shareflo to have been called first.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| notes | No | Optional notes for the exercise. | |
| quantity | Yes | Number of options to exercise; greater than zero and no more than the vested options on the holding. | |
| holding_uid | Yes | holding_uid from get_holdings for the option holding being exercised. | |
| exercise_date | Yes | Exercise date in YYYY-MM-DD format. | |
| replaces_proposal_uid | No | Optional UID of an Open exercise proposal that this one corrects. The old proposal is superseded. |