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  • 1.  Weighted Average Share Outstanding

    Posted 10-04-2022 08:29
    I understand the EPS calculation is only available to public clients. Looking for a report to export from Carta that will give us the "Weighted Average Shares Outstanding" over certain periods.

    I do NOT need it to be a dilutive # of shares but just the standard WASO. Please let me know where to find it in Carta. Thanks!

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    Carta Admin
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  • 2.  RE: Weighted Average Share Outstanding

    Posted 10-04-2022 08:29
    Thanks for reaching out about the weighted average shares outstanding. 

    On the disclosures report, which you can run for certain periods you wish to see the number. We list the WA exercise price and WA remaining term for the outstanding shares. To get to this report you would go to compliance > financial reporting download the disclosure report from the 3 dots next to the report period you wish to view. 

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    Carta Support
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  • 3.  RE: Weighted Average Share Outstanding

    Posted 10-04-2022 08:30
    Thanks so much for your reply.  Two follow-up questions. 
    1. Do I have to run a stock compensation expense report each time in order to get the disclosure report? I will need the information on a quarterly/half year basis and so may have to run for each quarter/period I need.
    2. Just to confirm - how is the granularity of the weighted average calculated? Is it done in days or weeks, or months? 
    Appreciate your help. 


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    Carta Admin
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  • 4.  RE: Weighted Average Share Outstanding

    Posted 10-04-2022 08:31
    1. Yes, you would need to run the report for each period you would need the report. 

    2. It is calculated by days. 

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    Carta Support
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