Carta Collective

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  • 1.  Public: Reporting Question

    Posted 11-10-2022 12:19
    I am currently working on reconciling the Carta system to our new equity administrator's system. One of the items I am trying to tie out is options exercisable/awards releasable. Do you happen to have a report that calls out these amounts directly?

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    Carta Admin
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  • 2.  RE: Public: Reporting Question

    Posted 11-10-2022 12:20
    You can definitely use the 'Ledgers' report for any of the Equity Awards sections (labeled under the names of the stock plans). The 'Vested Outstanding' column (should be column U) is the applicable field here to get what you are looking for.

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    Carta Support
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    Original Message


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