EquityList Product Updates

Equity Awards > Reporting > Exercise Report

The Exercise Report now includes a new ‘Summary Exercise Report’ tab that aggregates high-level exercise information alongside the existing detailed Exercise Report, which lists each exercise request—giving teams a faster way to analyze activity.

The detailed Exercise Report also gains new columns for richer participant-level insight:

• SN: Sequential number for each exercise request
• Designation: Employee designation at the time of exercise
• Entity: Legal entity under which the participant holds the grant
• Payment Deadline Extended: Revised payment deadline date, shown where an extension exists (blank otherwise)
• Exercise Letter Signed On: Date the participant signed the exercise letter (blank if unsigned)