New Exercises Ledger
As more and more transactions take place on Carta, we want to make it easier for our customers to find and review those transactions.
The first transaction page we’ll be rolling out over the next few weeks is an Option Exercise ledger. You can track exercises as they move through various statuses: Requested, Approved, Waiting for Funds, or Cancelled. We will also indicate if an exercise occurred through a Tender Offer.
If you are the Option Exercise Approver for your company (you can check this under Company > Permissions and Roles > Roles), you will also be able to approve exercises on this page.
Note: Exercises that were completed before a company on-boarded to the Carta platform will not be displayed in the ledger.