EquityCompensationIssuance
objects/transactions/issuance/EquityCompensationIssuance.mapping.md
Notes / open questions
These notes are rendered from the mapping document and remain part of the review record.
Route by compensation_type: Option → option issuance/item/grant, RSU → RSU issuance/item/security, and SAR → no retained Carta target. Shared identity, dates, stakeholder/plan/class references, quantity, vesting-template, and applicable security fields follow the selected family.
Option-only terms include option type, exercise price, early exercise, expiration, termination windows, and vesting events; RSU leaves unsupported option fields null. The retained OptionGrant and RestrictedStockUnit definitions now require id and issuerId in addition to the mapped security identity and economic fields; id is the security identity and issuerId must come from issuer context. Security-law exemptions are explicitly excluded because Compliance was removed.
Unsupported approval/consideration fields and OCF scaffolding remain unmappable. Family-specific policies in the YAML control array selection and derived targets.
Where the OCF fields go
| Variant | OCF field | Carta destination | Mapping kind | |
|---|---|---|---|---|
| Option | base_price | No Carta target | unmappable | Issue ↗ |
| Option | board_approval_date | rename | Issue ↗ | |
| Option | comments | No Carta target | unmappable | Issue ↗ |
| Option | compensation_type | enum-remap | Issue ↗ | |
| Option | consideration_text | No Carta target | unmappable | Issue ↗ |
| Option | custom_id | rename | Issue ↗ | |
| Option | date | rename | Issue ↗ | |
| Option | early_exercisable | rename | Issue ↗ | |
| Option | exercise_price | rename | Issue ↗ | |
| Option | expiration_date | rename | Issue ↗ | |
| Option | id | No Carta target | unmappable | Issue ↗ |
| Option | object_type | No Carta target | unmappable | Issue ↗ |
| Option | option_grant_type | enum-remap | Issue ↗ | |
| Option | quantity | rename | Issue ↗ | |
| Option | security_id | rename | Issue ↗ | |
| Option | security_law_exemptions | No Carta target | unmappable | Issue ↗ |
| Option | stakeholder_id | rename | Issue ↗ | |
| Option | stock_class_id | rename | Issue ↗ | |
| Option | stock_plan_id | rename | Issue ↗ | |
| Option | stockholder_approval_date | No Carta target | unmappable | Issue ↗ |
| Option | termination_exercise_windows | select | Issue ↗ | |
| Option | vesting_start_date | rename | Issue ↗ | |
| Option | vesting_template_id | rename | Issue ↗ | |
| Option | vestings | rename | Issue ↗ | |
| Rsu | base_price | No Carta target | unmappable | Issue ↗ |
| Rsu | board_approval_date | rename | Issue ↗ | |
| Rsu | comments | No Carta target | unmappable | Issue ↗ |
| Rsu | compensation_type | No Carta target | unmappable | Issue ↗ |
| Rsu | consideration_text | No Carta target | unmappable | Issue ↗ |
| Rsu | custom_id | rename | Issue ↗ | |
| Rsu | date | rename | Issue ↗ | |
| Rsu | early_exercisable | No Carta target | unmappable | Issue ↗ |
| Rsu | exercise_price | No Carta target | unmappable | Issue ↗ |
| Rsu | expiration_date | No Carta target | unmappable | Issue ↗ |
| Rsu | id | No Carta target | unmappable | Issue ↗ |
| Rsu | object_type | No Carta target | unmappable | Issue ↗ |
| Rsu | option_grant_type | No Carta target | unmappable | Issue ↗ |
| Rsu | quantity | rename | Issue ↗ | |
| Rsu | security_id | rename | Issue ↗ | |
| Rsu | security_law_exemptions | No Carta target | unmappable | Issue ↗ |
| Rsu | stakeholder_id | rename | Issue ↗ | |
| Rsu | stock_class_id | rename | Issue ↗ | |
| Rsu | stock_plan_id | rename | Issue ↗ | |
| Rsu | stockholder_approval_date | No Carta target | unmappable | Issue ↗ |
| Rsu | termination_exercise_windows | No Carta target | unmappable | Issue ↗ |
| Rsu | vesting_start_date | rename | Issue ↗ | |
| Rsu | vesting_template_id | rename | Issue ↗ | |
| Rsu | vestings | rename | Issue ↗ | |
| Sar | base_price | No Carta target | unmappable | Issue ↗ |
| Sar | board_approval_date | No Carta target | unmappable | Issue ↗ |
| Sar | comments | No Carta target | unmappable | Issue ↗ |
| Sar | compensation_type | No Carta target | unmappable | Issue ↗ |
| Sar | consideration_text | No Carta target | unmappable | Issue ↗ |
| Sar | custom_id | No Carta target | unmappable | Issue ↗ |
| Sar | date | No Carta target | unmappable | Issue ↗ |
| Sar | early_exercisable | No Carta target | unmappable | Issue ↗ |
| Sar | exercise_price | No Carta target | unmappable | Issue ↗ |
| Sar | expiration_date | No Carta target | unmappable | Issue ↗ |
| Sar | id | No Carta target | unmappable | Issue ↗ |
| Sar | object_type | No Carta target | unmappable | Issue ↗ |
| Sar | option_grant_type | No Carta target | unmappable | Issue ↗ |
| Sar | quantity | No Carta target | unmappable | Issue ↗ |
| Sar | security_id | No Carta target | unmappable | Issue ↗ |
| Sar | security_law_exemptions | No Carta target | unmappable | Issue ↗ |
| Sar | stakeholder_id | No Carta target | unmappable | Issue ↗ |
| Sar | stock_class_id | No Carta target | unmappable | Issue ↗ |
| Sar | stock_plan_id | No Carta target | unmappable | Issue ↗ |
| Sar | stockholder_approval_date | No Carta target | unmappable | Issue ↗ |
| Sar | termination_exercise_windows | No Carta target | unmappable | Issue ↗ |
| Sar | vesting_start_date | No Carta target | unmappable | Issue ↗ |
| Sar | vesting_template_id | No Carta target | unmappable | Issue ↗ |
| Sar | vestings | No Carta target | unmappable | Issue ↗ |