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
Date | Grand Vest Date | Grant Expire Date | Grant Type | Grant ID | Grant Shares | Grant Price | Grant Vest | |
3/1/2019 | 1/1/2019 | 1/1/2029 | NSO | grant-1 | 5000 | .50 | M_4Y_1Y | |
3/1/2019 | 2/1/2019 | 2/1/2029 | NSO | grant-2 | 5000 | .50 | M_4Y_1Y | |
3/1/2019 | 2/1/2019 | 2/1/2029 | ISO | grant-3 | 1000 | .50 | M_4Y_0Y |
Sample CSV file: