We’ve released a new report that details tax withholding events that have been processed on Carta. This report currently shows withholding events in association with these transaction types:

Private Companies:

• NSO Exercises
• NSO - ISO Disqualified Exercises

Public Companies:

• RSU Settlements
• NSO Exercises
• NSO - ISO Disqualified Exercises
• NSO Exercises - Cashless exercise and sell
• NSO Exercises - Cashless exercise and hold

You can find the report under Capitalization > Reports > Equity Plan Analysis > Tax Withholding Report

The report details out Stakeholder ID information as well as a breakdown of taxes withheld in association with each transaction.