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)

Equity Awards > Pools > SARs

Post-termination exercise periods are now available for SAR pools.

Previously available only for ESOP pools, this capability lets you configure separate exercise windows for voluntary termination, involuntary termination, termination for cause, retirement, death, and disability.

The applicable exercise period is automatically applied when a stakeholder is terminated.

Equity Awards > Exercises > ESOP >  [Exercise in Pending Payment/Cancelled status] > Actions

Admins can now extend payment deadlines for exercises in Pending Payment and Cancelled status. They can set a new deadline for either exercise cost or perquisite tax payments.

This provides flexibility for option holders who need additional time to arrange funds or complete banking formalities, without invalidating their original exercise request.

Equity Awards > Pools > ESOP 

When setting up ESOP pools, you can now choose who needs to sign grant letters—both parties, company only, or employee only—instead of using a one-size-fits-all approach.

This allows you to configure grant letter signing requirements based on your company's approval and signature workflows.

Three signing modes available:

• Both parties: Grant letters require signatures from both the company and the option holder
• Company only: Only company signatories are required to sign. The option holder signature step is skipped, and the option holder receives a finalized copy for their record
• Employee only: Only the option holder is required to sign the grant letter

Equity Awards > Lapsed Grants > Expiring/Lapsing

The Lapsed Grants section now has two separate tabs: Expiring (grants whose scheme-defined validity period has ended) and Lapsing (grants from terminated employees whose post-termination exercise period has elapsed).

Previously, Expired and Lapsed were grouped into a single view. Separating them makes it easier to understand why a grant is no longer exercisable and take the appropriate action.

Companies can choose to automatically transition grants when the applicable criteria are met, or disable auto-transition in Settings and review each status change manually.