How the ESPP works

Who is eligible

Associates scheduled to work more than 20 hours a week.

Plan administrator

E*TRADE

When you can enroll

You are able to enroll in the months of February, May, August and November.

Purchasing limits

Up to 20% of each paycheck, credited to a stock purchase account on your behalf.

How are my purchases paid for

After-tax

Purchase discount

15% discount on Veradigm stock.

When deductions begin

The first paycheck after the enrollment period ends.

Changing contributions

You can adjust your contributions only during an enrollment period.

Vesting

You are 100% vested in your contributions.

When can you trade or sell?

You will be able to view, track and sell your shares online at E*TRADE (subject to the Veradigm Insider Trading Policy).

How to enroll

ESPP is administered through E*TRADE. You can enroll or change contributions at anytime during an open enrollment period. Refer to etrade.com/enroll to begin the process. Please note that you can withdraw from the plan at any time.

Your contributions will continue until one of the following occurs:

  • You lose eligibility
  • You withdraw from the plan
  • No further shares are authorized for purchase
  • The Board of Directors terminates the plan

If your employment with Veradigm ends during an offering period, the deductions taken during that offering period will be returned to you.

No interest is earned on ESPP deductions held by Veradigm during the offering period.

Need assistance?

E*TRADE

800.838.0908
us.etrade.com

App available

AppleGoogle

Managing your investment

Enroll, view, track and sell your shares online at E*TRADE.

E*TRADE

(subject to the Veradigm Insider Trading Policy)

Remember to diversify!

Diversity is an important part of a stock portfolio. It’s never a good idea to have any one investment make up more than 15% of your total portfolio.

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