Morgan Stanley E*TRADE Transition FAQs

Leidos is transitioning its equity administration platform from EquatePlus to Morgan Stanley E*TRADE. 

• The transition from EquatePlus will begin on Friday, Oct. 9, 2026, with certain account restrictions taking effect as information and assets are transferred.
• Morgan Stanley E*TRADE will be fully established as Leidos’ new equity platform on Friday, Oct. 23, 2026.
• Your Leidos vested common stock, equity awards, unvested equity, and ESPP shares will automatically transfer to Morgan Stanley E*TRADE with no changes to your grant terms.

Note: Dates and times are subject to change. You will be notified if there are any changes to the transition schedule.

To ensure the seamless transition of shares to Morgan Stanley E*TRADE, a sale and transfer blackout/restriction period will begin at close of business on Friday, Oct. 9, 2026. You will not be able to sell your Leidos shares or transfer your Leidos shares from EquatePlus to another brokerage account while your account information and shares are being transitioned to Morgan Stanley E*TRADE.

Morgan Stanley E*TRADE will go live on Friday, Oct. 23, 2026, which will also be the first date you can transfer, trade, or exercise stock options through the new platform.

Morgan Stanley E*TRADE will provide you with your full financial picture, all in one platform. 

Leading-Edge Technology: A modern experience built around you – not just your account.

• Personalized dashboards and technology designed to streamline equity management.
• Tools and guidance to help you better understand and make the most of your equity benefits.
• Consolidated view of your equity awards and holdings, including information about grants that are unvested, sellable, exercisable, or ready for acceptance.

Improved User Experience: Answers whenever you need them – no more waiting. 

• Access to desktop and mobile app capabilities, intuitive navigation, and 24-hour customer service, including live chat.
• Comprehensive historical activity, including cost basis information to support enhanced tax reporting.
• Educational resources to help you better understand your equity compensation, including information about grants and vesting, tax considerations, and incorporating equity compensation into your broader financial plan.

Integrated financial experience: Your equity and wealth in one place.

• Ability to view Leidos equity compensation alongside your personal investments, creating a more integrated experience between equity compensation and personal investing. 
• Note: Adding personal financial information is entirely optional—you choose whether to connect or include this information. 
• Access to comprehensive tax reporting and broader financial and wealth management resources.

Morgan Stanley E*TRADE will send you an account activation notice with a direct link. The activation process takes approximately 10 minutes and includes:

• Verifying your identity.
• Setting up your login and security preferences.
• Adding/confirming a bank account for proceeds, if applicable.

During activation, you will use your Leidos Employee ID to identify yourself. If you do not recall your Employee ID, please contact the Leidos Stock Programs team.

No, your existing banking and payment instructions will not transfer automatically. For security reasons, banking information is not automatically transferred between brokers. You will need to add your banking information when you activate your Morgan Stanley E*TRADE account if you want to receive proceeds from applicable sales or distributions.

Morgan Stanley E*TRADE will send you an account activation notice with a direct link. The activation process takes approximately 10 minutes and includes:Verifying your identity.

• Setting up your login and security preferences.
• Adding/confirming a bank account for proceeds, if applicable.

During activation, you will use your Leidos Employee ID to identify yourself. If you do not recall your Employee ID, please contact the Leidos Stock Programs team.

Morgan Stanley E*TRADE has a fully featured mobile app available on iOS and Android. You can view your equity portfolio, check upcoming vest dates, review your vesting history, and initiate transactions directly from the app.

If you already have a personal E*TRADE or Morgan Stanley account, your Leidos equity plan account will be held separately under the Leidos equity plan. You may see both accounts when you log in, but they are managed independently

Your equity awards, vested shares, ESPP information, historical transaction data, grant agreements, cost basis and tax lot information, and ESPP purchase history will transfer to Morgan Stanley E*TRADE as part of the transition.

Your existing banking and payment instructions will not transfer. You will need to add your banking information when you activate your Morgan Stanley E*TRADE account.

Following the transition, EquatePlus will remain available on a view-only basis through April 30, 2027, allowing you continued access to available historical account information and tax documents.

Any sales or exercises prior to the transition would be reported on the EquatePlus system. You will retain access to the system through April 30, 2027, for tax document purposes.

Before and during the transition, you can contact the Leidos Stock Programs team.

Once your account is fully established with the Morgan Stanley E*TRADE platform on Friday, Oct. 23, 2026, you can use the following contact information:

• Website: www.etrade.com
• Morgan Stanley at Work Stock Plan Account Support
• For personalized support with your employee stock plan account, please contact Morgan Stanley Work Stock Plan Account Support, Monday through Friday, 12 a.m. to 11:59 p.m. ET, at 1-800-838-0908.
• If you are located outside the United States or Canada, or if you experience issues calling the numbers provided, you may place an international call to the United States at +1 650 599 0125. Note: Toll charges may apply.
• Morgan Stanley E*TRADE Support: Contact details will be provided in your account activation notice.