New ISO/NSO Exercise Flow Improvements

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.