Carta public company administrators can now view and approve exercises through our public company exercise ledger.
Carta’s public company exercise ledger and public company RSU settlement tool can now be found under Transactions.
While administrators will still be able to approve exercises via Tasks, this new ledger gives a consolidated view of pending and approved exercises.
Start by clicking on Transactions and select Exercises:
The administrator is led to a ledger containing exercises to be approved. These include cashless type exercises as well as cash exercises.
Clicking the righthand caret will bring up the approval and tax review flow:
From here, the admin is able to review/update taxes if necessary, and approve the exercise.