EquityList Product Updates

Under Equity Awards > Reporting, employee PII (personally identifiable information) can now be hidden across more reports, removing the need for HR or other teams to manually scrub sensitive information before sharing. This makes it easier to generate audit-ready reports while maintaining privacy and compliance.

Reports included in this update:

• Employee Grants Report
• ESOP Grant Vesting Report
• ESOPs Expense Report
• ESOP – Financial Year Vesting Report
• Exercises Pending Allotment Report
• Exercise Report
• Grant Summary Report
• Quarterly Grant Vested Report
• Rule 701 Analysis Report (Beta)
• Rule 718 ASC Expense Report (Beta)
• RSU Grants Vesting Report
• SAR – Financial Year Vesting Report
• SAR Grants Vesting Report
• SH6 Report
• Surrenders Overview Report

Reports currently excluded:

• Disclosures Report
• Equity Plans Overview Report
• RSU Pool Overview Report