Hey @Thomas Palmer. As Carta doesn't charge any fees during the money movement, we'd advise you to consult your bank to understand what fees/exchange rate they would charge ...

thanks Brent...if the funds are moved into a foreign bank account what exchange rate would be used ? Would it be the spot rate of the that day ?

Hey Thomas! Exercising stock options means purchasing shares of the issuer’s stock at the set price defined in your option grant. When an exercise is initiated, funds will ...

My company is based in the US. I work abroad however have a US Bank account. When I exercise my options will the funds be transferred to the bank account where my pay check ...

While we don't provide this service directly, we are happy to refer you to an external partner. Please email valuations-referrals@carta.com and we'll connect you to a provider ...

Hi, wondering if Carta provides any valuation services for when common stock is exchanged for preferred stock. Does Carta do valuations for unpriced preferred stock issued ...

Congratulations! You've successfully navigated the cap table verification process, ensuring accuracy and transparency in your equity records. But the journey doesn't end here—welcome ...

When a stakeholder terminates service, vesting will cease and Carta’s SBC expense reports will stop recognizing any expense for vesting that occurs after the termination date. ...

The Power of Carta Community in Elevating Your Professional Role Welcome to the dynamic world of Carta Community—an ecosystem designed to empower you in your professional ...

What’s the difference between Fair Market Value (FMV) and Financial Reporting Value (FRV) ? If you use Financial Reporting, then you’ve probably noticed a ...

An equity award's fair value is measured on the award's grant date. The grant date is typically the start of the service period in which the company begins recognizing ...

In most cases, the expense a company recognizes for stock compensation differs from the tax deduction they are entitled to, in both timing and amount. For example, ...

One of the reports in Carta’s Financial Reporting suite is the SBC Expense report. This report provides companies with a journal entry that debits the stock compensation ...

Black Scholes is perhaps the most well known of all option-pricing models. Developed by Fisher Black, Myron Scholes, and Robert Merton, the model received the Nobel Prize ...

FIN28 is one of two attribution methods for expense scenarios under the GAAP standard, the other being the graded straight line approach. It was first introduced in FASB ...

The graded straight line attribution recognizes the same amount of expense throughout the service period of each respective vesting tranche , as if each vesting increment ...