Exercises | support.carta.com

Company admins

Getting started

Getting started

Company account settings

Company account settings

409A valuations

409A valuations

Fundraising

Fundraising

Managing stakeholders

Managing stakeholders

Issuing equity

Issuing equity

Exercises & transactions

Exercises & transactions

Taxes & compliance

Taxes & compliance

Financial reporting

Financial reporting

Reports

Reports

Subscriptions & add-ons

Subscriptions & add-ons

Exercises & transactions

Exercises

Exercises

How to cancel securities

How to cancel securities

How to partially cancel an option grant

How to partially cancel an option grant

How to transfer securities

How to transfer securities

How to settle RSUs

How to settle RSUs

How to reflect an option grant repricing

How to reflect an option grant repricing

How to reflect a stock split

How to reflect a stock split

How to repurchase shares and select transaction reasons

How to repurchase shares and select transaction reasons

Exercises

How to approve exercise requests on Carta

How to approve exercise requests on Carta

How to check the status of exercises as a company admin

How to check the status of exercises as a company admin

Exercising Basics for Company Administrators

Exercising Basics for Company Administrators

How to approve and manage option exercises

How to approve and manage option exercises

How to record a net (cashless) exercise

How to record a net (cashless) exercise

How to exercise warrants into certificates

How to exercise warrants into certificates