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  • 1.  Report that outlines Employee value of issued Stock

    Posted 11-19-2023 22:40

    Hi All

    I'm looking for guidance in which is the best  Report to use that outlines Employee value of issued Stock.

    Thank you!



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    Naomi Rule
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  • 2.  RE: Report that outlines Employee value of issued Stock

    Posted 11-20-2023 09:32

    Hi @Naomi Rule!  Sounds like your best option would be found in the SBC Expense Summary or Minimum Disclosures Report, specifically the Tranches tab (or Option Values, if it's an option). The Tranches tab will outline all of the inputs, the output, and you can then sum values in there to get individual award expenses. If you're talking about something specific like strike price for the employee, that would also be in the Tranches tab.



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    Brent Devey
    Community Manager
    Carta
    Salt Lake City UT
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    Original Message


  • 3.  RE: Report that outlines Employee value of issued Stock

    Posted 11-20-2023 12:49

    Hi @Naomi Rule!

    You can also connect your Carta account at Easop for free here. You will have a clear view of that info and many other useful insights that cannot easily be found in Carta.

    Cheers!

    Val



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    Valentin Haarscher
    Co-founder & CEO
    Easop
    New York
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    Original Message


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