How do I create a stock option ?

â‘  Click on +Add, then on Securities and choose Stock options 

 

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â‘¡ Fill in the title and details of the stock option 

Refer to your legal documentation. It will specify :

  • The name of the security
  • The date of first issue (date of the AGM which decided to issue the security
  • The underlying share : to which share does the exercise of a stock option entitle the holder
  • The impact of a stock-split
  • The exercise price
  • The conversion ratio : the number of underlying shares to which the exercise of a stock option entitles the holder
  • The subscription option expiration date 

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â‘¢ Set the vesting calendar

 

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Please refer to the following article : 

🧠 How to set up a vesting calendar ?

 

â‘£ Setting the exercise window in the event of departure

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Following your legal documentation, indicate which period is applicable in the event of the departure of an option holder. The period entered will automatically be applied if a termination transaction is recorded.