Data map / OCF records / EquityCompensationRelease
OCF source record

EquityCompensationRelease

objects/transactions/release/EquityCompensationRelease.mapping.md

Open mapping issue ↗View mapping file ↗
Mapped14 executable edges30 source fields0 review questions
Authored context

Notes / open questions

These notes are rendered from the mapping document and remain part of the review record.

Join on security_id to EquityCompensationIssuance.compensation_type. Only RSU routes to Carta: RsuSettlementTransaction, RsuTransactionItem, and RestrictedStockUnitSettlement. Option and SAR variants have no release target; they use exercise or other family events.

RSU date, settlement date, release price, and quantity populate the settlement and RSU state; resulting security IDs are computed as certificate lineage. consideration_text and OCF scaffolding have no target.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
Rsucomments
No Carta target
unmappableIssue ↗
Rsuconsideration_text
No Carta target
unmappableIssue ↗
Rsudate
RsuSettlementTransaction.settlementDatetime
renameIssue ↗
Rsuid
No Carta target
unmappableIssue ↗
Rsuobject_type
No Carta target
unmappableIssue ↗
Rsuquantity
RestrictedStockUnit.releasedQuantityRestrictedStockUnitSettlement.releaseQuantityRsuSettlementTransaction.settledQuantity
renameIssue ↗
Rsurelease_price
RestrictedStockUnit.releasePricePerShareRestrictedStockUnitSettlement.settlementPrice
renameIssue ↗
Rsuresulting_security_ids
CertificatePrecededBy.securities
computedIssue ↗
Rsusecurity_id
RestrictedStockUnit.idRestrictedStockUnit.securityIdRsuTransactionItem.securityId
renameIssue ↗
Rsusettlement_date
RestrictedStockUnitSettlement.settlementDate
renameIssue ↗
Optioncomments
No Carta target
unmappableIssue ↗
Optionconsideration_text
No Carta target
unmappableIssue ↗
Optiondate
No Carta target
unmappableIssue ↗
Optionid
No Carta target
unmappableIssue ↗
Optionobject_type
No Carta target
unmappableIssue ↗
Optionquantity
No Carta target
unmappableIssue ↗
Optionrelease_price
No Carta target
unmappableIssue ↗
Optionresulting_security_ids
No Carta target
unmappableIssue ↗
Optionsecurity_id
No Carta target
unmappableIssue ↗
Optionsettlement_date
No Carta target
unmappableIssue ↗
Sarcomments
No Carta target
unmappableIssue ↗
Sarconsideration_text
No Carta target
unmappableIssue ↗
Sardate
No Carta target
unmappableIssue ↗
Sarid
No Carta target
unmappableIssue ↗
Sarobject_type
No Carta target
unmappableIssue ↗
Sarquantity
No Carta target
unmappableIssue ↗
Sarrelease_price
No Carta target
unmappableIssue ↗
Sarresulting_security_ids
No Carta target
unmappableIssue ↗
Sarsecurity_id
No Carta target
unmappableIssue ↗
Sarsettlement_date
No Carta target
unmappableIssue ↗