Import stock grants

´╗┐

When stock grants are issued, you can upload them to ChartHop in order to track vesting schedules and compensation. Like any other data import, users with Primary Editor privileges can upload this information from the Import CSV Data page.

Our recommendation is that you create a spreadsheet following the board meeting in which a set of grants were issued, and upload the information.

It is safe to repeatedly upload the same grants -- any grants with matching Grant IDs will overwrite previous grants with the same ID.

Required columns

Similarly to any other data import, you must provide an identifier for the person who has been issued the grant. We recommend using Work Email to uniquely identify individuals.

Column

Meaning

Example Value

Grant Shares

Number of shares granted

1000

Grant Price

Strike price per share of the grant, in dollars

0.50 

Optional columns

The following columns are technically optional but should be included if possible:

Column

Meaning

Example Value

Default Value

Date

Date grant is issued

2019-01-01

today's date

Grant Vest Date

Date vesting schedule begins on

2019-03-01

today's date

Grant Expire Date

Date of expiration of the grant

2029-03-01

no expiration

Grant Type

Type of stock issued (ISO, NSO, RSU)

RSU

ISO

Grant ID

A unique identifier for the grant

grant-12345678

date-personId

Grant Stock

Stock symbol granted

GOOG

your org's stock symbol

Grant Vest

Vesting schedule

See below

Q_4Y_1Y

Vesting schedules

Vesting schedules, recorded in the Grant Vest column, usually consist of an interval for the vesting, duration of the total vesting period, and duration of the cliff.

The following common vesting schedules are currently supported. If you have some more unusual schedules, drop us a note at support@charthop.com.

Grant Vest

Meaning

M_4Y_1Y

Monthly vesting over four years with one-year cliff

M_4Y_0Y

Monthly vesting over four years with no cliff

Q_4Y_1Y

Quarterly vesting over four years with one-year cliff

Q_4Y_0Y

Quarterly vesting over four years with no cliff 

Example

Email

Date

Grand Vest Date

Grant Expire Date

Grant Type

Grant ID

Grant Shares

Grant Price

Grant Vest

´╗┐bob@example.com´╗┐

3/1/2019

1/1/2019

1/1/2029

NSO

grant-1

5000

.50

M_4Y_1Y

´╗┐jane@example.com´╗┐

3/1/2019

2/1/2019

2/1/2029

NSO

grant-2

5000

.50

M_4Y_1Y

´╗┐sarah@example.com´╗┐

3/1/2019

2/1/2019

2/1/2029

ISO

grant-3

1000

.50

M_4Y_0Y

Sample CSV file:

´╗┐