Add or update equity data
When your company issues stock grants, you can import a CSV or spreadsheet file to ChartHop in order to track vesting schedules and compensation. Ensure that the data in your file conforms to ChartHop's formatting requirements.
To add or update equity data in ChartHop, complete the following steps:
- From the Settings menu (gear icon) in the left sidebar, select Import Spreadsheet data.
- On the right side of the page, select Add or update equity data.
- Select Download template. A CSV template downloads to your computer.
- Add your data to the CSV template, including any optional columns.
- Save the template under a new name.
- On the Upload your spreadsheet page, drag the template to the target area.
- Select Upload to org.
- For any fields in your spreadsheet that weren’t automatically matched to a ChartHop field, select a ChartHop field to match to your spreadsheet column. You may need to scroll to see all unmatched fields, which are highlighted in red.
- Once all columns are matched, select Continue with import to finish importing data.
- (Optional) When upload is complete, select View Details to see a summary.
When matching spreadsheet columns with ChartHop fields, select None of these to skip a column. Skipped columns are not imported.
The following columns are required:
Column | Description | Example |
|---|---|---|
Work Email | The person's work email; must be the first column. | |
First Name | First name. | Jane |
Last Name | Last Name. | Jones |
Date | Date on which the grant was issued. | 5/1/2022 |
Grant Price | Grant's strike price. | $2.50 |
Grant Shares | Total number of shares. | 5000 |
The following columns are optional:
Column | Description | Example |
|---|---|---|
Grant Vest Date | Date the grant's vesting schedule starts. | 5/1/2026 |
Grant ID | Unique ID corresponding to the grant. Recommended, since you can use it to identify and edit existing grants in subsequent uploads. | FY2021 |
Grant Type | Type of stock grant, such as incentive stock options (ISO) or non-qualified stock options (NSO). | ISO |
Grant Vest | Vesting schedule for the stock grant. See the following section for more examples. | Q_4Y_1Y |
grantCancelDate | Date that an existing grant was cancelled; also allows a user to upload a cancelled grant. | 2/1/2022 |
Typical grant schedules consist of an interval, the length of the grant, and the cliff period.
For example, a grant might look like this: M_4Y_1Y, where M is the interval, 4Y is the total length, and 1Y is the cliff period.
Specify the interval with a single letter as follows:
- Y - Yearly
- Q - Quarterly
- M - Monthly
Specify the grant length with a number and an interval as follows:
- 1Y - One year
- 36M - 36 months
- 3Q - Three quarters
Ensure that the vesting period's total length is at least as long as a single vesting interval and is a multiple of that interval. In addition, cliff length must be less than or equal to the total length of the grant.
Specify the cliff length the same way as the total length. The cliff length must be less than or equal to the total grant length as follows:
- 1Y - One year
- 36M - 36 months
- 3Q - Three quarters
To specify a negative cliff length, write the number using MINUS_ instead of a hyphen, for exampleMINUS_1Y or MINUS_12M. If you don't include a cliff length, it defaults to zero.
You can specify the vesting percentages for yearly, quarterly, and monthly vesting schedules.Whenyou omit the cliff and insert the percentage to be vested each year, quarter, or month, in order, separated by underscores. See the following examples:
Vesting schedule | Meaning |
|---|---|
Y_4Y_40_20_20_20 | A four-year grant with no cliff, vesting 40% after the first year and 20% each following year. |
Y_4Y_0_20_30_50 | A four-year grant where the one-year cliff is built into the year-by-year percentages. |
Q_16Q_0_0_0_20_5_5_5_5_5_5_5_5_5_5_5_25 | A 16-quarter grant with no cliff, vesting 20% after the 4th quarter, plus 5% per quarter after that, and then ending with 25% in the final quarter. |
Keep in mind that you must include as many percentages in the schedule as there are time periods.
ChartHop supports the following default vesting schedules:
Vesting schedule | Meaning |
|---|---|
M_4Y_1Y | Monthly vesting over four years with a one year cliff. |
M_4Y_0Y | Monthly vesting over four years with no cliff. |
Q_4Y_1Y | Quarterly vesting over four years with a one year cliff. |
Q_4Y_0Y | Quarterly vesting over four years with no cliff. |
Y_4Y_40_20_20_20 | Yearly vesting over four years, where 40% is vested the first year and 20% is vested during each of the three subsequent years. |
If a schedule doesn't follow the accepted format or the stock grant doesn't have any vesting schedule at all, ChartHop does the following:
- Displays the schedule's name in the Equity tab as provided by the Equity sync or the string value given in the grantVest column during the CSV upload.
- Imports the grant as "unvested," and does not vest over time. When unvested grants appear in the Equity Grants table, their Vesting Start and Vesting End fields are blank.
Roles: Owner | Org editor
