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contact shareworks
Banking Info
For questions about your Shareworks account or statements, contact the Participant Experience Group. For security purposes, all transaction assistance must be completed by phone.
Contact Shareworks
Navigating
Selling Shares
Option Exercise
RSUs
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By phone
Different regions have access to the Participant Experience Group during standard business hours. All hours are listed as U.S. Eastern Standard Time (EST). North America - Toll Free: 1-833-245-TEAM (8326) - 8:00am to 4:00am EST (Mon-Thurs), 8:00am to 8:00pm EST (Fri) International Direct Dial: 1-800-871-3821 - 5:00pm Sunday to 6:00pm Friday (U.S. EST) Or 1-403-515-3909 - 5:00pm Sunday to 6:00pm Friday (U.S. EST) India Only- Toll Free: 0008000503692 - 8:00am to 8:00am EST (Mon-Thurs), 8:00am to 8:00pm EST (Fri) Philippines Only- Toll Free: 1-800-1-114-3047 - 8:00am to 8:00am EST (Mon-Thurs), 8:00am to 8:00pm EST (Fri) Additional Instructions for non-US Atlassians: Step 1: Go to https://www.business.att.com/collateral/access.html Step 2: Find your country from the list Step 3: Dial your access code Step 4: When prompted enter the toll free number
by email
activating your account
VISIT THE SUPPORT CENTER
Activating your shareworks account
ACTIVATe YOUR ACCOUNT without sso:
1. Visit: 2. Enter your company email address 3. Complete the captcha section 4. Within 30 minutes, you will receive an email that contains a link to activate your account Note: The email message will contain some specific information you will need to have handy in order to complete the activation process. 5. Click the link to access a verification page and enter the required identifying information. 6. Once your identity has been verified, create a login ID, username and, password Note: If you choose not to create a username, you will be provided with an account number as your username. Immediate access to your account is provided.
https://SHAREWORKS.com/activate
Access your account anywhere using the shareworks mobile app. Download it on the Apple app store or get it on google play!
Using SINgle Sign on (SSO) to activate:
If you access your Shareworks account from the Atlassian SSO portal, your account will be automatically activated and you will just need to complete account set-up requirements to view your award details and account activity.
contact Shareworks
https://shareworks.com/activate
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NAVIGATING SHAREWORKS
Tasks
Shareworks breaks down your total value into four sections: Items In Progress: Transactions that are currently in progress (you will only see this if there is a transaction in progress) Available: A summary of vested shares available to transact Unavailable: A summary of unvested shares not available to transact Total Portfolio Value: The sum of all of the above
Understanding your Total Value
Get the most out of your equity! Below is an overview on how to navigate through your Shareworks account.
Navigating shareworks
events
DOCUMENTS TAB
Notification bar
View upcoming or past events on the right-hand side. This section displays activities such as upcoming vest dates and past transactions.
In the Documents tab, you can access any information that is relevant to your account including your plan documents, grant agreements, country-specific tax supplements, and any tax slips issued based on your account activity.
Portfolio TAB
In the Portfolio tab, you can view the details of your individual awards. You will also be able to use the Model Exercise tool, exercise vested options, or sell available shares.
activity TAB
In the Activity tab, you can view past events, such as RSU releases, option exercises, and in-progress transactions. You can also run your own activity statements and reports over a specified time period.
The Notification bar alerts you of any important notices such as upcoming blackouts, current blackouts, and market closures.
The tasks area displays any activities for you to complete such as: - Accepting grant agreements - Upcoming vests
You will receive an email from Shareworks when your grant is available in your account. Once you receive this email, follow these steps to accept your RSU grant: 1. Sign in to your Shareworks account 2. A pop up with your grant information will appear. Select View to review the details of your grant, including vest dates and quantities. If the pop up does not appear, you will find the details of your grant in the Tasks bar 3. Review the details and click Accept at the bottom of the screen The details of your grant agreement will now appear in the Documents tab under the Plans Documents and Agreements section.
Restricted STOCK UNITS (RSU)
A restricted stock unit (RSU) grant gives you the right to receive shares of Atlassian stock at specified points in the future, called vest dates. On each vest date, a portion of your RSUs become shares and are released to you. You can keep them or sell them, subject to Atlassian’s Insider Trading Policy. You must accept your RSU award online through your Shareworks account.
To Accept your Rsu Grant:
ACCEPTING YOUR GRANT
RSU Vesting & Release
When your RSUs vest and are released to you, you realize income. Depending on your location, tax withholding may be due on the vest date. If tax withholding is due, Atlassian will sell a portion of the shares that are vesting to cover this amount. Note that taxes withheld may not cover your tax liability. For more information see the Country-Specific Information posted on Shareworks tax guides. Once the RSUs vest, you will receive your shares in one to four days depending on your location: • Countries with no required tax withholding will receive shares one trading day after the vest date. • Countries with required tax withholding will receive shares four trading days after the vest date (vest date + sale date + two-day settlement).
Keeping your banking information up to date is important to ensure that your funds are delivered accurately. You will have to use a Two Factor Authentication (2FA) to access this information.
updating your banking and brokerage INFORMATION
To Update Your Banking Information:
1. Sign in to your Shareworks account 2. Click your name on the top right 3. Click View Profile 4. Under the Financial Institution Information section select Manage Banking Information 5. Click Edit Banking Information 6. Make your desired edits 7. Shareworks will need to verify that the edits are requested by you. To do that, select how you would like to receive the verification code 8. Enter the verification code once you receive it and click Save
To Update Your BROKERAGE Information:
1. Complete steps one to three above 2. Under the Financial Institution Information section select Manage Brokerage Account Information 3. Select Add Brokerage Account or Edit Brokerage Account 4. Complete the form or make required edits 5. Click Save
UPDATING BANKING INFO
Using Two factor authentication:
Two factor authentication is an added layer of security in your Shareworks account. To update your banking information you will have to set this up. You will have two ways to authenticate: - Send code via SMS: Sends a code to your cell phone number in your profile - Send code via Work Phone Voice: Sends a code as a voice call to your work phone number on file
Lot Selection: Earliest Acquisition First (First In, First Out) – The shares you acquired first will be sold first. Select by Acquisition Date – Chose which shares will be sold.
Order Type Market Order – If the market is open, the order executes immediately at current market price. If the market is closed, the order will execute at the opening price on the next trading day. Limit Order with a good to date – Sell when the market price meets or exceeds a specified price - Shareworks will automatically sell the shares at the price specified.
Delivery Methods ACH (Automated Clearing House) – If you have a US bank account, you may complete an ACH payment to deliver proceeds to your bank account. NOTE: It is extremely important to enter your financial information accurately. There may be a delay of 5 to 10 business days if entered incorrectly. Wire to Bank Account – Funds can be electronically wired to your bank account, as specified, during the transaction process.
SELLING YOUR SHARES
1. Sign in to your Shareworks account 2. Click the Share Purchase and Holdings tab 3. Locate the shares in the Share Holdings section under the Available to Transact heading 4. Click Transact 5. Select the transaction type, Real Time Sale or Shares Transfer 6. Select the Lot Selection you would like to use 7. Select the quantity of shares you would like to withdraw and click Continue Tip: Use the Select 100% flag to sell all of your shares 8. Select the order type, Market or Limit Order 9. Select how you would like the proceeds delivered 10. Verify the details and Accept the Online Disclaimer Your transaction and a transaction reference number will now appear under the Activity tab.
selling your shares
When you are ready to sell shares received from an RSU vesting or option exercise, you must do so through your Shareworks account. You will receive the net proceeds in two to eight business days, depending on the delivery method chosen and your location. Please note: Current employees are not permitted to transfer shares to a personal brokerage account. If your employment with Atlassian ends during a closed trading window, you must wait until the next open trading window to transfer any shares you hold.
to sell your shares:
Please note: Active employees are not permitted to transfer shares. If you cease employment at Atlassian during a closed trading window, you must wait until the trading window opens to transfer.
Online Payments
DOWNLOAD PDF VERSION
ONLINE PAYMENTS: INSTANT LINK
SETTING UP ONLINE PAYMENTS
Online Payments allows you to link one or more bank accounts to Shareworks. Use this to fund payments when exercising and holding your stock options.
Funding Payments – If you want to elect the Exercise and Hold method for stock option exercises, you must have sufficient funds in your account to fund the cost of your options, taxes (if applicable) and fees before you transact.
1. Sign in to your Shareworks account 2. Click your name on the top right 3. Click View Profile 4. Under the Financial Institution Information section select Manage Deposits 5. Select Instant Link 6. A pop up will appear, use the search field to find your bank 7. Enter your online bank sign in credentials and select the account you wish to link 8. Once the account is linked, you can elect to send funds immediately or add funds later
– Links to your bank using your usual online banking sign in credentials – Allows you to immediately add funds to your Shareworks account – Some financial institutions are not supported, if you are unable to find your bank or receive an error attaching your account, use the Manual Link method
Shareworks allows you to submit and pay for an exercise directly through the platform. In order to pay for your exercise, you will need to submit an exercise request and send in your funds via ACH or Wire. 1. Sign in to your Shareworks account 2. Click the Exercise button beside the vested grant you would like to exercise. You may also have a tile on your dashboard prompting you to fund your account. If the tile appears, click Fund Account to start the workflow. 3. The Exercise Parameters box will pop up, select Exercise options and hold the shares, pay from cash holdings 4. Add the number of shares you would like to exercise in the Exercise Quantity box and click Continue 5. If you do not have funds in your Shareworks account, there will be a prompt for you to add funds. Click Add Funds Now. The workflow will prompt you to complete the steps in the Set Up Online Payments Using the Instant Link section above.
Set up online payments using the instant link
HOW TO EXERCISE USING YOUR CASH HOLDINGS ACCOUNT
Plaid: Shareworks uses Plaid for Online Payments.
Once your exercise has been submitted, you will see a tile your Dashboard page of your Shareworks account. ACH funds can take up to 5 business days to settle. While the funds are in the process of settling, you can go in and cancel or modify your exercise. Once the funds settle, the exercise will be automatically completed.
Funds from a non-U.S. bank account can only be transferred to Shareworks via a bank wire. ACH is not a permissible method for transferring funds to Shareworks from a non-U.S. account. Services such as Transferwise or OFX use ACH, and as such cannot transfer funds into your Shareworks account.
Funds Availability – Timeline
Review the timeline below to ensure your funds will be available in your Shareworks account timely. Adding funds may take up to three business days to be completed after the funding request is submitted. If you have insufficient cash in your account to complete an exercise, you will have to add funds first and wait for the transfer to be completed before you can enter the exercise.
Selling shares
option exercise
EXERCISING YOUR STOCK OPTIONS
1. Sign in to your Shareworks account 2. Click the Portfolio tab 3. Select the Stock Options and Awards tab 4. Locate the Options grant you would like to exercise 5. Select the Exercise link on the right 6. Select the type of exercise you would like to use and click Continue 7. Enter the number of shares you would like to transact in the Exercise Quantity field and click Continue 8. Select the Delivery Instructions 9. Review the Exercise Direction Form and click Accept 10. Accept the Online Disclaimer 11. Click Submit Exercise Your transaction and a transaction reference number will now appear under the Activity tab.
To exercise your stock options
A stock option is a right to purchase company shares at a specific price, usually after a period of time (vesting). Stock Option exercises may only be requested through your Shareworks account.
blackout periods
A banner at the top of the screen will appear if you are currently in a blackout period. Atlassian does allow you to Exercise and Hold your options if you are in a blackout. Other exercise methods are not allowed.
expiry
Your stock options have a term with an expiration date. If you remain an employee through the term, you must exercise your outstanding vested options by the expiration date, or they will be canceled. When you end your employment with Atlassian, you will have a set period of time to exercise your outstanding vested options or they will be forfeited. Please refer to the Expire/ Cancel date in Shareworks to determine the date by which your options must be exercised. If your expiry/cancel date falls on a non-trading day, you must exercise no later than market close on the last trading day before your expiration date or your options will be forfeited.
exercising your stock options
Delivery Instruction: ACH (Automated Clearing House) – if you have a US bank account, you may complete an ACH payment to deliver the proceeds to your bank account. NOTE: It is extremely important to enter your financial information accurately, there may be a delay of 5 to 10 business days if entered incorrectly. Wire to Bank Account – funds can be electronically wired to your bank account as specified during the transaction process. NOTE: Wired funds can be easily tracked if there are any issues with your financial information. Proceeds are typically credited to your bank account shortly after the settlement date of your transaction.
Exercise: To exercise your options means to purchase the share at a pre-determined price.
Model Exercise: Model your exercise to understand more about your estimated taxes, fees, and get an idea of what the exercise will cost you. Navigate to the grant you would like to exercise, click Model Exercise and follow the steps.
Exercise Types: Depending on your company's plan, you will have different exercise type options. Here are some common ones: Cashless Exercise/Same-Day-Sale: Exercise options and sell all shares Sell-to-Cover: Exercise options, sell just enough shares to pay for the options and any tax withholding, and hold the remaining shares. Exercise and Hold: Exercise options and hold the shares
