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EquityCompensationTransfer

Object - Equity Compensation Transfer Transaction#

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

Description: Object describing a transfer of equity compensation

Data Type: `Includes Backwards Compatibility Alias(es)
- OCF Object - TX_PLAN_SECURITY_TRANSFER
- OCF Object - TX_EQUITY_COMPENSATION_TRANSFER

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_TRANSFER, TX_EQUITY_COMPENSATION_TRANSFER
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 transfer -
balance_security_id STRING Identifier for the security that holds the remainder balance (for partial transfers) -
resulting_security_ids [STRING] Array of identifiers for new security (or securities) created as a result of the transaction REQUIRED
quantity schema/types/Numeric Quantity of non-monetary security units transferred REQUIRED

Source Code: schema/objects/transactions/transfer/EquityCompensationTransfer

Examples:

[
  {
    "object_type": "TX_EQUITY_COMPENSATION_TRANSFER",
    "id": "test-plan-security-transfer-minimal",
    "security_id": "0zHLfmI9G0",
    "date": "2001-01-01",
    "resulting_security_ids": [
      "eiO9qSCztZ",
      "feit2eP2NQ"
    ],
    "quantity": "11"
  },
  {
    "object_type": "TX_EQUITY_COMPENSATION_TRANSFER",
    "id": "test-plan-security-transfer-full-fields",
    "security_id": "0zHLfmI9G0",
    "date": "2001-01-01",
    "resulting_security_ids": [
      "eiO9qSCztZ",
      "feit2eP2NQ"
    ],
    "quantity": "11",
    "comments": [
      "Comment"
    ],
    "consideration_text": "1.00 USD",
    "balance_security_id": "fyLFexlMGV"
  }
]

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