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 No termination date for employee/contractor in SBC report

Matthew Miles's profile image
Matthew Miles posted 10-17-2023 07:47

Confirmed that they have a termination date on both the stakeholder relationship page and the option grant details page, but when I run the SBC report the termination date column is blank. Any ideas why? 

Calvin Cheng's profile image
Calvin Cheng

Hi Matthew, the SBC expense report uses the termination date to indicate whether vesting is probable and expense should be recognized.  If the termination date is after the vest date, the SBC expense report will not show a termination date because vesting is probable. If you're looking for a report related to stakeholder terminations, I recommend the 'Canceled and returned report' located in Cap Table > Run Reports.