Early Exercising ISO/NSO Grants
I’m happy to announce we now allow private company users to easily early exercise their grants that are impacted by the $100K Rule. Going forward, those participants can exercise electronically on Carta through ACH.
Now, users can select ‘Exercise’ on their outstanding ISO/NSO split grants in the Holdings page.
Once in the flow, they can see their early exericable pool and select portions of available ISO and NSO options. Signing and exercising is all online.
After the transaction is complete, participants can see those shares reflected in their portfolio, separated by ISO and NSO.
Have questions, concerns? Feel free to reach out to firstname.lastname@example.org