OCF source record

EquityCompensationTransfer

objects/transactions/transfer/EquityCompensationTransfer.mapping.md

No Carta destination0 executable edges27 source fields0 review questions
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No executable Carta destination is declared for this OCF record.

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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 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.

Field evidence

Where the OCF fields go

VariantOCF fieldCarta destinationMapping kind
Optionbalance_security_id
No Carta target
unmappableIssue ↗
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 ↗
Optionresulting_security_ids
No Carta target
unmappableIssue ↗
Optionsecurity_id
No Carta target
unmappableIssue ↗
Rsubalance_security_id
No Carta target
unmappableIssue ↗
Rsucomments
No Carta target
unmappableIssue ↗
Rsuconsideration_text
No Carta target
unmappableIssue ↗
Rsudate
No Carta target
unmappableIssue ↗
Rsuid
No Carta target
unmappableIssue ↗
Rsuobject_type
No Carta target
unmappableIssue ↗
Rsuquantity
No Carta target
unmappableIssue ↗
Rsuresulting_security_ids
No Carta target
unmappableIssue ↗
Rsusecurity_id
No Carta target
unmappableIssue ↗
Sarbalance_security_id
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 ↗
Sarresulting_security_ids
No Carta target
unmappableIssue ↗
Sarsecurity_id
No Carta target
unmappableIssue ↗