Carta record definition
OptionGrant
#/$defs/OptionGrant
Target evidence
Who can fill this target?
EquityCompensationAcceptanceOption · date · OCF type: Date ↗
Open mapping issue ↗EquityCompensationCancellationOption · security_id · OCF type: string ↗
Open mapping issue ↗EquityCompensationExerciseOption · security_id · OCF type: string ↗
Open mapping issue ↗EquityCompensationIssuanceOption · vesting_start_date · OCF type: Date ↗
Open mapping issue ↗EquityCompensationRepricingOption · new_exercise_price · OCF type: Monetary ↗
Open mapping issue ↗StockPlanReturnToPoolOption · security_id · OCF type: string ↗
Open mapping issue ↗Property ledger
Slot by slot
Schema types are shown for both sides of each mapping slot.
| Carta property / type | Status | OCF evidence / type | |
|---|---|---|---|
| boardApprovalDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationIssuance.board_approval_dateOCF type Date ↗ | Issue ↗ |
| canceledDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationCancellation.dateOCF type Date ↗ | Issue ↗ |
| canceledQuantityCarta type Decimal ↗ | direct | EquityCompensationCancellation.quantityOCF type Numeric ↗ | Issue ↗ |
| disqualificationDateCarta type Iso8601CompleteCalendarDate ↗ | empty | No OCF source evidence | Documented |
| earlyExercisableCarta type boolean ↗ | direct | EquityCompensationIssuance.early_exercisableOCF type boolean ↗ | Issue ↗ |
| equityIncentivePlanNameCarta type string ↗ | direct | Issue ↗ | |
| exercisedQuantityCarta type Decimal ↗ | direct | EquityCompensationExercise.quantityOCF type Numeric ↗ | Issue ↗ |
| exercisePeriodsCarta type ExercisePeriods ↗ | direct | EquityCompensationIssuance.termination_exercise_windowsOCF type array<TerminationWindow> ↗ | Issue ↗ |
| exercisePriceCarta type Money ↗ | direct | EquityCompensationRepricing.new_exercise_priceOCF type Monetary ↗ | Issue ↗ |
| exercisesCarta type array<Exercise> ↗ | structural | Issue ↗ | |
| expiredQuantityCarta type Decimal ↗ | empty | No OCF source evidence | Documented |
| forfeitedQuantityCarta type Decimal ↗ | empty | No OCF source evidence | Documented |
| grantExpirationDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationIssuance.expiration_dateOCF type string (date) ↗ | Issue ↗ |
| idCarta type string ↗ | direct | EquityCompensationAcceptance.security_idOCF type string ↗EquityCompensationCancellation.security_idOCF type string ↗EquityCompensationExercise.security_idOCF type string ↗EquityCompensationIssuance.security_idOCF type string ↗ | Issue ↗ |
| issueDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationIssuance.dateOCF type Date ↗ | Issue ↗ |
| issuerIdCarta type string ↗ | empty | No OCF source evidence | Documented |
| lastExercisableDateCarta type Iso8601CompleteCalendarDate ↗ | empty | No OCF source evidence | Documented |
| lastModifiedDatetimeCarta type Iso8601CompleteCalendarDateTime ↗ | empty | No OCF source evidence | Documented |
| outstandingQuantityCarta type Decimal ↗ | empty | No OCF source evidence | Documented |
| quantityCarta type Decimal ↗ | direct | EquityCompensationIssuance.quantityOCF type Numeric ↗ | Issue ↗ |
| returnedToPoolQuantityCarta type Decimal ↗ | direct | StockPlanReturnToPool.quantityOCF type Numeric ↗ | Issue ↗ |
| returnedToTreasuryQuantityCarta type Decimal ↗ | empty | No OCF source evidence | Documented |
| securityIdCarta type string ↗ | direct | EquityCompensationAcceptance.security_idOCF type string ↗EquityCompensationCancellation.security_idOCF type string ↗EquityCompensationExercise.security_idOCF type string ↗EquityCompensationIssuance.security_idOCF type string ↗ | Issue ↗ |
| securityLabelCarta type string ↗ | direct | EquityCompensationIssuance.custom_idOCF type string ↗ | Issue ↗ |
| shareClassIdCarta type string ↗ | direct | EquityCompensationIssuance.stock_class_idOCF type string ↗ | Issue ↗ |
| stakeholderAcceptanceDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationAcceptance.dateOCF type Date ↗ | Issue ↗ |
| stakeholderIdCarta type string ↗ | direct | EquityCompensationIssuance.stakeholder_idOCF type string ↗ | Issue ↗ |
| stockOptionTypeCarta type StockOptionType ↗ | direct | EquityCompensationIssuance.compensation_typeOCF type CompensationType ↗EquityCompensationIssuance.option_grant_typeOCF type OptionType ↗ | Issue ↗ |
| terminationDateCarta type Iso8601CompleteCalendarDate ↗ | empty | No OCF source evidence | Documented |
| vestedQuantityCarta type Decimal ↗ | empty | No OCF source evidence | Documented |
| vestingEventsCarta type array<OptionGrantVestingEvent> ↗ | direct | EquityCompensationIssuance.vestingsOCF type array<Vesting> ↗ | Issue ↗ |
| vestingScheduleCarta type VestingSchedule ↗ | structural | Issue ↗ | |
| vestingScheduleTemplateIdCarta type string ↗ | direct | EquityCompensationIssuance.vesting_template_idOCF type string ↗ | Issue ↗ |
| vestingStartDateCarta type Iso8601CompleteCalendarDate ↗ | direct | EquityCompensationIssuance.vesting_start_dateOCF type Date ↗ | Issue ↗ |