Performance Awards in Custom Reporting - Carta Release Notes - Product Updates
Performance Awards in Custom Reporting
You will now be able to see data related to performance awards in our custom reporting suite.
These fields include:
| Field Name | Description |
|---|---|
| Performance Condition | The name of the performance condition |
| Condition type | Whether the condition is event based, market-based, or non-market based |
| Vesting condition details | Any notes regarding this performance condition |
| Minimum payout | Lowest payout percentage, relative to the original grant amount |
| Maximum payout | Highest payout percentage, relative to the original grant amount |
| Vests post-termination | Whether the performance condition could be recognized during a PTEP period to allow vesting |
| Performance condition recognition status | Whether the condition was recognized or unrecognized |
| Recognition date | Date the condition is recognized |
| Actual payout percentage | The payout percentage, relative to original grant amount |
You'll see these fields in these reports and are able to add them as optional fields in other custom reports:
| Equity Awards outstanding | Equity Plan Granted report | Options outstanding report | Securities Ledger |
|---|
Alex Chen