URL Expired

The URL for this request expired after 30 days.

portfolioId

string

required

The identifier of the portfolio holding the option grants to retrieve.

issuerId

string

required

The identifier of the issuer that has issued the option grants to retrieve.

pageSize

int32

The maximum number of option grants to return. The service may return fewer than this value.

If unspecified, at most 25 option grants will be returned.

The maximum value is 50; values above 50 will be coerced to 50.

pageToken

string

A page token received as nextPageToken in a previous List Option Grants response. Provide this to retrieve the subsequent page.

When paginating, all other parameters provided to optionGrants must match the call that provided the page token.

lastModifiedDatetimeAfter

string

Return option grants that were last modified on or after this date and time. Uses UTC and is specified in ISO 8601 format, i.e. 'YYYY-MM-DDThh:mm:ssZ'.

lastModifiedDatetimeBefore

string

Return option grants that were last modified on or before this date and time. Uses UTC and is specified in ISO 8601 format, i.e. 'YYYY-MM-DDThh:mm:ssZ'.

``200 A successful response.

object

The response from the List Option Grants endpoint.

optionGrants

array of objects

The vesting schedules from the specified portfolio.

optionGrants

object

An option grant is a contract that gives an employee the right to purchase a company's stock at a set price.

id

string

length ≤ 50

The identifier of the option grant.

issuerId

string

length ≤ 50

The identifier of the issuer that issued the option grant.

stakeholderId

string

length ≤ 50

The identifier of the stakeholder that holds the option grant.

equityIncentivePlanName

string

length ≤ 100

The name of the equity incentive plan (i.e., option plan) associated with this option grant.

issueDate

object

The date the option grant was issued.

issueDate object

vestingStartDate

object

The date the option grant began vesting.

vestingStartDate object

boardApprovalDate

object

The date the option grant received board approval.

boardApprovalDate object

stakeholderAcceptanceDate

object

The date the option grant was accepted by the stakeholder.

stakeholderAcceptanceDate object

canceledDate

object

The date when this option grant was canceled.

canceledDate object

grantExpirationDate

object

The date when the option grant expires (usually 10 years from the issuance date of the grant).

grantExpirationDate object

lastExercisableDate

object

The last date the option grant can be exercised by the stakeholder.

lastExercisableDate object

disqualificationDate

object

The date when this option grant became disqualified.

disqualificationDate object

isoNsoSplit

boolean

True if the grant has ISO/NSO split. False otherwise.

stockOptionType

string

enum

The stock option type at time of issuance. For grants issued as ISO that subsequently failed to meet ISO qualifications, the type will remain ISO. Refer to the disqualification date for information regarding the disqualification of the grant's ISO shares.

quantity

object

The total number of options in the grant.

quantity object

outstandingQuantity

object

The total quantity of stock options from this grant that have not been exercised, expired, forfeited, or canceled.

outstandingQuantity object

vestedQuantity

object

The total quantity of stock options from this grant that have vested.

exercisedQuantity

object

The total quantity of stock options from this grant that have been exercised into shares.

exercisePrice

object

The exercise price of the options in the grant.

exercisePrice object

securityLabel

string

length ≤ 50

The label representing this security (option grant).

earlyExercisable

boolean

True if the option grant is eligible for early exercising; false if the option grant is not eligible for early exercising.

vestingEvents

array of objects

The list of all vesting events associated with this grant. For time based vesting events, both past and future

vesting details will be available. For performance and milestone based vesting, only achieved vesting events

will be available.

vestingEvents

object

Information about the option grant vesting event.

id

string

length ≤ 50

The identifier of the option grant vesting event.

vestDate

object

The date of the vesting event.

quantity

object

The number of shares being vested in this vesting event by this event’s date.

isoQuantity

object

The total number of ISOs vested in this vesting event.

nsoQuantity

object

The total number of NSOs vested in this vesting event.

performanceCondition

boolean

Indicates that this vesting event has associated performance or milestone vesting conditions.

vested

boolean

Indicates that this vesting event has vested.

maxQuantity

object

The maximum number of shares vested in this vesting event.

targetQuantity

object

The target number of shares vested in this vesting event.

vestedQuantity

object

The actual number of shares vested in this vesting event.

exercises

array of objects

The list of all exercises associated with this grant.

exercises

object

Information about an exercise.

quantity

object

The number of shares requested to be exercised.

fairMarketValueAsOfDate

object

The date of the fair market value relevant to this exercise.

exerciseDate

object

The date when the exercise request was initiated.

status

string

enum

The status of the exercise request.

certificateId

string

The id of the certificate that was issued.

exerciseType

string

enum

The type of the exercise request.

exerciseId

string

length ≤ 50

The identifier of the option exercise.

withheldQuantity

object

The number of shares withheld by the issuer as payment for the holder’s tax obligation resulting from a transaction.

settledQuantity

object

The number of shares ultimately delivered to the holder as a result of converting the derivative security, net of any shares withheld by the issuer as payment for the holder’s tax obligation.

terminationDate

object

The date when this option grant was terminated.

vestingSchedule

object

The vesting schedule information associated with this grant.

canceledQuantity

object

The number of options in the grant that were canceled.

forfeitedQuantity

object

The number of options in the grant that were forfeited.

expiredQuantity

object

The number of options in the grant that expired.

returnedToPoolQuantity

object

The number of options in the grant that were returned to the pool.

returnedToTreasuryQuantity

object

The number of options in the grant that were annulled, but not returned to the pool.

lastModifiedDatetime

object

The date and time when the option grant was last modified.

nextPageToken

string

Submit the nextPageToken string as pageToken in a subsequent request to retrieve the next page. If the List Option Grants response omits nextPageToken, then there are no subsequent pages.

``400 Returned if required fields are omitted or if provided fields fail validation.

``401 Returned if a valid Authorization header has not been included with the request.

``403 Returned when the user does not have permission to access the resource.

``500 Returned if an unexpected internal server error is encountered.

``default An unexpected error response.

Updated about 2 months ago

ShellNodeRubyPHPPython

Bearer

Base URL

https://mock-api.carta.com/v1alpha1/portfolios/{portfolioId}/issuers/{issuerId}/optionGrants

``

xxxxxxxxxx

curl --request GET \

--url https://mock-api.carta.com/v1alpha1/portfolios/portfolioId/issuers/issuerId/optionGrants
--header 'accept: application/json' ``

``

xxxxxxxxxx

{

"optionGrants": [

{

"id": "7856",

"issuerId": "7",

"stakeholderId": "4923",

"equityIncentivePlanName": "2014 Equity Incentive Plan",

"issueDate": {

"value": "2014-02-07"

},

"vestingStartDate": {

"value": "2014-02-07"

},

"boardApprovalDate": {

"value": "2014-02-07"

},

"stakeholderAcceptanceDate": {

"value": "2016-08-23"

},

"grantExpirationDate": {

"value": "2024-02-06"

},

"isoNsoSplit": false,

"stockOptionType": "ISO",

"quantity": {

"value": "12000"

},

"outstandingQuantity": {

"value": "1200"

},

"vestedQuantity": {

"value": "1200"

},

"exercisedQuantity": {

"value": "500"

},

"exercisePrice": {

"currencyCode": {

"value": "USD"

},

"amount": {

"value": "0.64"

}

},

"securityLabel": "ES-20",

"earlyExercisable": true,

"vestingEvents": [

{

"id": "1988",

"vestDate": {

"value": "2015-02-07"

},

"quantity": {

"value": "3000"

},

"isoQuantity": {

"value": "3000"

},

"nsoQuantity": {

"value": "0"

},

"performanceCondition": false,

"vested": true

}

],

"exercises": [

{

"quantity": {

"value": "500"

},

"fairMarketValueAsOfDate": {

"value": "2019-09-30"

},

"exerciseDate": {

"value": "2019-09-30"

},

"status": "STATUS_COMPLETE",

"certificateId": "43",

"exerciseType": "CASH_EXERCISE",

"qualified": true,

"exerciseId": "23HcT4iVfrgYUaJF9txHTaH"

}

],

"terminationDate": {

"value": "2020-02-07"

},

"vestingSchedule": {

"name": "1/24 Cliff",

"lastModifiedDate": {

"value": "2022-01-31"

},

"startDate": {

"value": "2022-01-31"

},

"endDate": {

"value": "2024-01-31"

}

},

"lastModifiedDatetime": {

"value": "2024-07-30T09:31:57.000000Z"

}

}

],

"nextPageToken": "ODMxMw=="

}

Updated about 2 months ago