EquityList Product Updates

Under Equity Grants > Grants > New Grant, in a grant's Exercise Period settings, admins can now configure post-termination exercise periods based on an employee's tenure, rather than using a single fixed rule for everyone.

Set tenure brackets and their exercise period logic through dropdowns and input fields — and for anything the standard brackets don't cover, drop in a custom formula expression. Once configured, the rule joins your list of available exercise period options, ready to reuse.

• Configurable at both the scheme level and the individual grant level.
• All changes to tenure-based rules are tracked in the Activity Log.
• Permission to configure these rules is available to Admins by default, and can be separately enabled for Grant Managers.