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:

1. From the Settings menu (gear icon) in the left sidebar, select Import Spreadsheet data.
2. On the right side of the page, select Add or update equity data.
3. Select Download template. A CSV template downloads to your computer.
4. Add your data to the CSV template, including any optional columns.
5. Save the template under a new name.
6. On the Upload your spreadsheet page, drag the template to the target area.
7. (Optional) To create new groups in your ChartHop org, select Allow spreadsheet to create new groups. Note that this does not include Job Codes, or Bands, which must be created manually.
8. Select Upload to org.
9. 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.
10. Once all columns are matched, select Continue with import to finish importing data.
11. (Optional) When upload is complete, select View Details to see a summary.

Required columns

The following columns are required:

Optional columns

The following columns are optional:

Specifying vesting schedules

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.

Specifying the interval

Specify the interval with a single letter as follows:

• Y - Yearly
• Q - Quarterly
• M - Monthly

Specifying the grant length

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.

Specifying the cliff length

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.

Specifying vesting percentages

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:

Keep in mind that you must include as many percentages in the schedule as there are time periods.

Standard vesting schedules

ChartHop supports the following default vesting schedules:

Unsupported vesting schedule formats

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.