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Monitoring, management and details of pools

On Equify, the notion of pools refers to the delegations voted during the General Assembly that allow the President (or any other governing bodies), to decide on the issuance of equity securities (i.e common stocks) or securities giving access to the company's capital (e.g: stock-options grants). 

① Understanding the Pools View

The Pools view displays all of the company's pools in chronological order. For each pool, the following information is available:

  • The pool status: Not Started, Ongoing, Expired, Completed
  • The number of shares available in the pool: these are the shares authorized under the pool that have not yet been allocated
  • Whether completed grants can be reintegrated into the pool
  • The pool expiration date

② Understanding Pool Details

Within the pool details page, analytics related to your pools and associated grants are available: number of options/BSPCE granted, exercisable, exercised, cancelled, reintegrated into the pool, etc.

What do the different analytics represent?

1️⃣ Authorized

The initial quantity of shares in the pool.

2️⃣ Allocated

The number of securities that have already been granted.

  • Vested: number of granted securities that have vested for the holders

  • Unvested: number of granted securities that remain to vest for the holders according to the security's vesting schedule

  • Cancelled: number of granted securities that have been cancelled following terminations, expirations, or cancellations

  • Active: total number of allocated securities that are still valid (corresponding to the allocated quantity minus the cancelled quantity)

3️⃣ Reintegrated

The number of securities reintegrated into the pool following a termination, before the pool expiration date where applicable (⚠️ requires the reintegration option to be enabled in the pool settings).

4️⃣ Unallocated

The number of securities that have not yet been granted.

5️⃣ Expired

The number of securities that have expired following a termination (employee departure).

6️⃣ Available

The number of securities still available in the pool and therefore available for future grants.

③ Exporting a Pool

It is possible to export a pool in Excel format. This export includes all transactions related to the selected pool.

To do so, go to the Pools page, select a pool, and click Export.

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