EquityCompensationExercise

Object - Equity Compensation Exercise Transaction#

https://raw.githubusercontent.com/Open-Cap-Table-Coalition/Open-Cap-Format-OCF/main/schema/objects/transactions/exercise/EquityCompensationExercise.schema.json

Description: Object describing equity compensation exercise transaction

Data Type: `Includes Backwards Compatibility Alias(es)
- OCF Object - TX_PLAN_SECURITY_EXERCISE
- OCF Object - TX_EQUITY_COMPENSATION_EXERCISE

Composed From:

Properties:

Property	Type	Description	Required
id	`STRING`	Identifier for the object	`REQUIRED`
comments	[`STRING`]	Unstructured text comments related to and stored for the object	-
object_type	Constants (Backwards Compatibility): `TX_PLAN_SECURITY_EXERCISE, TX_EQUITY_COMPENSATION_EXERCISE` Defined in schema/enums/ObjectType	Object type field	`REQUIRED`
date	schema/types/Date	Date on which the transaction occurred	`REQUIRED`
security_id	`STRING`	Identifier for the security (stock, plan security, warrant, or convertible) by which it can be referenced by other transaction objects. Note that while this identifier is created with an issuance object, it should be different than the issuance object's `id` field which identifies the issuance transaction object itself. All future transactions on the security (e.g. acceptance, transfer, cancel, etc.) must reference this `security_id` to qualify which security the transaction applies to.	`REQUIRED`
consideration_text	`STRING`	Unstructured text description of consideration provided in exchange for security exercise	-
resulting_security_ids	[`STRING`]	Identifier for the security (or securities) that resulted from the exercise	`REQUIRED`
quantity	schema/types/Numeric	Quantity of shares exercised	`REQUIRED`

Source Code: schema/objects/transactions/exercise/EquityCompensationExercise

Examples:

[
  {
    "object_type": "TX_EQUITY_COMPENSATION_EXERCISE",
    "id": "test-plan-security-exercise-minimal",
    "security_id": "test-security-id",
    "date": "2019-12-12",
    "resulting_security_ids": [
      "resultant-security-id-1",
      "resultant-security-id-2"
    ],
    "quantity": "100"
  },
  {
    "object_type": "TX_EQUITY_COMPENSATION_EXERCISE",
    "id": "test-plan-security-exercise-full-fields",
    "security_id": "test-security-id",
    "date": "2019-12-12",
    "resulting_security_ids": [
      "resultant-security-id-1",
      "resultant-security-id-2"
    ],
    "quantity": "100",
    "consideration_text": "1.00 USD",
    "comments": [
      "comment-one",
      "comment-two",
      "..."
    ]
  }
]