EquityList Product Updates

When you need a single, authoritative view of every equity grant, the new ‘Grant Summary Report’ puts all the essentials in front of you in one clean, consistent format - across ESOP, SAR, and RSU plans.

Highlights:

• One row per grant: No more wading through detailed vesting events when you just need the big picture.
  
• Board-ready in seconds: Scheme name, share class, key dates, grant type, vesting template, exercise price, and complete quantity/state breakdown (issued, vested, unvested, exercised, surrendered, cancelled, lapsed, expired).
  
• Built for speed and clarity: Consistent terminology, global-ready grant type handling, and professional formatting make it instantly usable for internal reviews or external sharing.
  
• Compliance-ready: Includes termination reasons, state of residence/exemptions, and admin notes for a full audit trail.
  
• Scenario-based exercise rights: Post-termination exercise periods for voluntary, involuntary, cause, death, disability, and retirement.
  
• Unified format: Works across all equity plan types - ESOP, SAR, and RSU - without switching reports.