Hello! You will need to first cancel the RSUs. You can do so using
this support article.
You will then need to reissue the RSU grants. You can check out
this support article to do that.
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Carta Support
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Original Message:
Sent: 12-06-2022 14:08
From: Carta Admin
Subject: Transferring RSUs into a Trust
Two of our shareholders who hold RSUs are transferring them into trusts. How do I complete this transaction in Carta? I do not see an option to transfer the RSUs - do I need to cancel and reissue or is there a way to transfer them? Thanks!
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Carta Admin
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