Pulley now automatically detects duplicate stakeholder records to help keep your cap table accurate and secure.
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During grant creation, or when a stakeholder is created or edited, Pulley checks for existing email matches and provides notice when a duplicate is detected. From there, admins can merge records, update the email, or proceed as-is if the duplicate is intentional.
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Potential existing duplicates are also surfaced directly in the Stakeholders section for easy review and resolution.
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These improvements mean cleaner data, fewer downstream errors, and a lower risk of sensitive information reaching the wrong person, without sacrificing flexibility when duplicate emails are genuinely needed.
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Filing an 83(b) election just got a lot easier.

Pulley now supports guided electronic filing of the IRS's new standardized 83(b) election form (Form 15620)—available to all plans.
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🖥️ For employees:

• Step-by-step guidance to file Form 15620 electronically via IRS.gov
• Copyable, pre-filled fields to reduce manual entry errors
• Clear instructions aligned with the IRS's ID.me filing experience
• Manual (mail) filing remains available as a fallback

🔔 For admins:

• Enhanced reminders to help employees hit the 30-day deadline
• Improved visibility into each stakeholder's 83(b) filing status and documentation

All eligible stakeholders and admins will have access automatically.
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Issuing and exercising ISO/NSOs has implications for both the company and the stakeholder exercising. Companies need reliable processes and clean records, while stakeholders require flexibility to choose what to exercise.

Our updated ISO / NSO Exercise Flow now prompts stakeholders who have been issued both ISOs and NSOs to specify the number of vested ISOs and NSOs they want to exercise in a single request. Stakeholders gain control to exercise based on their own personal tax strategy, while admins benefit from clear visibility and clean, compliant documentation.

Here’s what’s changing:

Stakeholder updates:

• Can now select how many ISOs vs. NSOs to exercise
• Cost by type displayed during exercise request process
• ISO/NSO breakdown visible in vesting schedules

Admin updates:

• ISO/NSO type displayed in exercise request lists
• Separate grants and exercise agreements generated automatically
• Clean records and exportable reports provided for 3921 filings and audit review
• Clear, per-grant split mechanics for ISO/NSO reporting

Read more in our expanded support article for admins on how to set up exercise requests, or our article on employee exercise.

3 new stand-alone transaction reports — Granted, Cancelled, and RSA/RSU Settlement — provide a clear view into how equity grants move in and out of an equity incentive plan.

These new reports present transactions in a structured, exportable format that contains an executive summary for easy review. Exports also maintain the underlying formulas upon download, allowing you to use the reports to model updates, changes, and scenarios.​

Each unique report delivers comprehensive tracking and audit-ready data:

• Granted Report: View and verify all newly granted equity awards and shares with clear insight into when, to whom, and under what terms new grants are issued
• Cancelled Report: Easily track and audit shares returned to plan due to termination, expiration, and cancellation
• RSA/RSU Settlement Report: See transaction-level detail for RSU and RSA settlement events that provides key information for reporting, calculations, and reconciliations

Dive in to our new reports in the Company → Reports Tab, or read our support articles to learn more:

• Generating reports in Pulley: How to access and download equity reports in Pulley.
• Pulley Reports: A comprehensive overview of Pulley's Reports

Your cap table just got a new look.
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Our new Stakeholder Ownership View provides a clean, consolidated view of stakeholder-level ownership across all equity types without any spreadsheets required, as well as instant access to stakeholder details by simply clicking the stakeholder name.
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Navigate to your Cap Table to see it live now.

Plus, we just made adding grants in bulk easier with Bulk Grant Additions.
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You can now issue or record up to 5000(!) Option and Restricted Share/Token Unit grants in bulk using Excel templates that integrate directly with Pulley’s spreadsheet mode.
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For instructions for how to use bulk grant additions, read our support article.
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