ISO/NSO split calculations run after modifications - Carta Release Notes - Product Updates

ISO/NSO Split Calculations Run After Modifications

We are now running ISO/NSO split calculations after you modify fields that could affect the status of a grant according to the $100K rule under IRC §422(d)(1-3).

If you modify name, email, grant date, option plan, or quantity for an option grant, we will notify you that the status may change before you save. After the modification is saved, we will run the calculation and send an email to the user that made the modification if the ISO/NSO status changes.