EquityList Product Updates

In the Equity Grants > New Grant issuance flow, admins can now select an Issuance Reason—such as New Joiner, Promotion, or Retention—from a predefined dropdown list for stock option, SAR, and RSU grants.

Captured right at issuance, shown on the grant's detail view, and added as a column in grant reports — finance and people teams can finally filter or pivot grant activity by reason for any quarter or year, no separate spreadsheet required.

• Reason options: New Joiner, Appraisal / Merit Grant, Promotion, Retention, Performance / Bonus Grant, Advisor / Consultant Grant, Top-up / Refresh Grant, Other.
• Selecting a reason is optional at issuance, so it won't block bulk or imported grants.