Data map / Carta records / OptionExercise
Carta record definition

OptionExercise

#/$defs/OptionExercise

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No standalone OCF record12 properties0 source mappings1 target questionCarta exercise-request workflow object; OCF maps the realized transaction instead.
No standalone SVG for this target.This definition is represented in the generated inverse ledger and interactive viewer.
Review threads

Questions about this target

Target-bound review threads are shown here with their source property and direct issue action.

1 open0 closed
OPENOptionExercise.state

Is Carta `OptionExercise` intended to represent an exercise request/workflow, including pending or canceled state, tax withholding, and money movement, distinct from the completed exercise transaction represented by `OptionExerciseTransaction`/`Exercise`? If so, should a completed OCF `EquityCompensationExercise` map only to the realized transaction structures, or should it also populate `OptionExercise`?

Asked by @johnscrudato→ OptionExercise.state · objects/transactions/exercise/EquityCompensationExercise.mapping.md:253
Current answer Open: confirm the lifecycle, API/data role, and intended mapping relationship between Carta `OptionExercise`, `OptionExerciseTransaction`, and `Exercise`.
Open issue ↗Mapping ↗
Target evidence

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No standalone OCF source record is expected for this definition.

This Carta definition is kept in the explorer as an explicit coverage item.

Property ledger

Slot by slot

Schema types are shown for both sides of each mapping slot.

Carta property / typeStatusOCF evidence / type
certificateIdCarta type string ↗empty
No OCF source evidence
Documented
exerciseTimeCarta type Iso8601CompleteCalendarDateTime ↗empty
No OCF source evidence
Documented
exerciseTypeCarta type OptionExerciseType ↗empty
No OCF source evidence
Documented
idCarta type string ↗empty
No OCF source evidence
Documented
issuerIdCarta type string ↗empty
No OCF source evidence
Documented
moneyMovementCarta type OptionExerciseMoneyMovement ↗empty
No OCF source evidence
Documented
optionGrantIdCarta type string ↗empty
No OCF source evidence
Documented
quantityCarta type Decimal ↗empty
No OCF source evidence
Documented
recordTypeCarta type StockOptionType ↗empty
No OCF source evidence
Documented
stakeholderIdCarta type string ↗empty
No OCF source evidence
Documented
stateCarta type OptionExerciseState ↗empty
No OCF source evidence
Documented
taxWithholdingCarta type array<OptionExerciseTaxWithholdingLineItem> ↗empty
No OCF source evidence
Documented