Carta record definition

VestingPeriod

#/$defs/VestingPeriod

Carta support type12 properties3 source mappings1 target question
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Review threads

Questions about this target

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

1 open0 closed
OPENoccurrences

How should a day-denominated segment be rounded when `occurrences * period` days is not a whole number of months? The June 22 `VestingPeriod` conditional pins `lengthUnit` to `MONTH` for DAILY and WEEKLY, and `length` is int32, so 100 daily occurrences (~3.29 months) and 10 weekly occurrences (~2.30 months) have no exact form. Truncation, round-half-up, and nearest-whole-month each shift the vested-through date differently, and Carta's importer behavior here is unknown.

Asked by @johnscrudato→ VestingPeriod.length · types/vesting/VestingScheduleSegment.mapping.md:160
Current answer Open: confirm whether Carta expects a specific rounding rule for sub-month cadences, or whether day-denominated schedules should instead be rejected at import rather than silently rounded.
Target evidence

Who can fill this target?

VestingScheduleCliff— · percentage · OCF type: Numeric ↗
Open mapping issue ↗
VestingScheduleSegment— · period · OCF type: integer ↗
Open mapping issue ↗
VestingStatement— · schedule · OCF type: VestingScheduleSegment ↗
Open mapping issue ↗
Property ledger

Slot by slot

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

Carta property / typeStatusOCF evidence / type
cliffLengthCarta type integer (int32) ↗type-only
VestingScheduleCliff.lengthOCF type integer ↗VestingScheduleSegment.cliffOCF type VestingScheduleCliff ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
cliffLengthUnitCarta type PeriodUnit ↗type-only
VestingScheduleCliff.period_typeOCF type PeriodType ↗VestingScheduleSegment.cliffOCF type VestingScheduleCliff ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
cliffPercentageCarta type Decimal ↗type-only
VestingScheduleCliff.percentageOCF type Numeric ↗VestingScheduleSegment.cliffOCF type VestingScheduleCliff ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
immediatePercentageCarta type Decimal ↗empty
No OCF source evidence
Documented
lengthCarta type integer (int32) ↗type-only
VestingScheduleSegment.occurrencesOCF type integer ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
lengthUnitCarta type PeriodUnit ↗type-only
VestingScheduleSegment.period_typeOCF type PeriodType ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
milestoneNameCarta type string ↗empty
No OCF source evidence
Documented
orderCarta type integer (int32) ↗type-only
VestingStatement.orderOCF type integer ↗
Issue ↗
percentageCarta type Decimal ↗type-only
VestingStatement.percentageOCF type Numeric ↗
Issue ↗
performanceConditionCarta type PerformanceCondition ↗type-only
VestingStatement.event_conditionOCF type VestingEventCondition ↗
Issue ↗
vestingMethodCarta type VestingMethod ↗type-only
VestingScheduleSegment.periodOCF type integer ↗VestingStatement.scheduleOCF type VestingScheduleSegment ↗
Issue ↗
vestingOccursCarta type VestingOccurs ↗empty
No OCF source evidence
Documented