23min

Add or update equity data

Roles: Owner | Org Editor

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.

When matching spreadsheet columns with ChartHop fields, select None of these to skip a column. Skipped columns are not imported.

Required columns

The following columns are required:

Column

Description

Example

Work Email

The person's work email; must be the first column.

jane.jones@charthop.com

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

Optional columns

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. For more information, see the next section.

5/1/2022

grantCancelDate

Date that an existing grant was cancelled; also allows a user to upload a cancelled grant.

2/1/2022

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, e.g. MINUS_1Y or MINUS_12M. If you don't include a cliff length, it defaults to zero.

Specifying a yearly vested percentage

For yearly vesting schedules (beginning with Y), you can specify each year’s vesting percentage by omitting the cliff and inserting the percentage to be vested each year, in order, separated by underscores. See the following examples:

  • 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.

Specifying individual percentages is only valid for yearly schedules. You must include as many percentages in the schedule as there are years.

Example 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.



Updated 16 Aug 2022
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