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3 new reports provide transaction-level transparency

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Shared by Owen • March 04, 2026

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: