EquityCompensationTransfer
objects/transactions/transfer/EquityCompensationTransfer.mapping.md
Use the issue button on this page or on an individual field to start the auditable mapping discussion.
Notes / open questions
These notes are rendered from the mapping document and remain part of the review record.
Join on security_id to the compensation family, but Option, RSU, and SAR families have no transfer transaction. All routes have primary_targets: null.
Carta has no equity-compensation transfer transaction for Option, RSU, or SAR. Therefore, this OCF event has no Carta destination for its date, quantity, source security_id, resulting_security_ids, optional balance_security_id, or consideration_text; the OCF id, comments, and object_type are scaffolding and are not carried over.
A cancellation followed by an issuance cannot represent this event without losing key causal information: it would replace one transfer event with two separate lifecycle events and fail to preserve the relationship between the source, resulting, and balance securities.
Where the OCF fields go
| Variant | OCF field | Carta destination | Mapping kind | |
|---|---|---|---|---|
| Option | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Option | comments | No Carta target | unmappable | Issue ↗ |
| Option | consideration_text | No Carta target | unmappable | Issue ↗ |
| Option | date | No Carta target | unmappable | Issue ↗ |
| Option | id | No Carta target | unmappable | Issue ↗ |
| Option | object_type | No Carta target | unmappable | Issue ↗ |
| Option | quantity | No Carta target | unmappable | Issue ↗ |
| Option | resulting_security_ids | No Carta target | unmappable | Issue ↗ |
| Option | security_id | No Carta target | unmappable | Issue ↗ |
| Rsu | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Rsu | comments | No Carta target | unmappable | Issue ↗ |
| Rsu | consideration_text | No Carta target | unmappable | Issue ↗ |
| Rsu | date | No Carta target | unmappable | Issue ↗ |
| Rsu | id | No Carta target | unmappable | Issue ↗ |
| Rsu | object_type | No Carta target | unmappable | Issue ↗ |
| Rsu | quantity | No Carta target | unmappable | Issue ↗ |
| Rsu | resulting_security_ids | No Carta target | unmappable | Issue ↗ |
| Rsu | security_id | No Carta target | unmappable | Issue ↗ |
| Sar | balance_security_id | No Carta target | unmappable | Issue ↗ |
| Sar | comments | No Carta target | unmappable | Issue ↗ |
| Sar | consideration_text | No Carta target | unmappable | Issue ↗ |
| Sar | date | No Carta target | unmappable | Issue ↗ |
| Sar | id | No Carta target | unmappable | Issue ↗ |
| Sar | object_type | No Carta target | unmappable | Issue ↗ |
| Sar | quantity | No Carta target | unmappable | Issue ↗ |
| Sar | resulting_security_ids | No Carta target | unmappable | Issue ↗ |
| Sar | security_id | No Carta target | unmappable | Issue ↗ |