Variables for grant and exercise notice templates
This is a table of all values available when creating a grant or exercise template in the Diligent Equity system.
General variables. These can be used in any template type
|
Variable |
Expands to |
|---|---|
|
$company$ |
Company Name |
|
$planname$ |
Option Plan Name |
|
$grantee$ |
Optionee Name |
|
$grantdate$ |
Grant Date |
|
$date$ |
Vesting Start Date |
|
$amount$ |
Number of Options |
|
$price$ |
Option Strike Price |
|
$totalprice$ |
Total Value of Grant |
|
$schedule$ |
Vesting Schedule Description |
|
$granttype$ |
Whether Grant is ISO or NSO (US) |
|
$expirationdate$ |
Grant Expiration Date |
|
$address1$ |
Address line 1 (street) |
|
$address2$ |
Address Line 2 (city + state) |
|
$today$ |
Today's Date |
|
$grantfmv$ |
Fair Market Value at Grant Date |
|
$email$ |
Optionee Email (defaults to Work Email) |
|
$phone$ |
Optionee Phone Number |
|
$employeeid$ |
The Employee ID |
|
$grantid$ |
Grant identification |
|
$employmentstartdate$ |
Employee Start Date |
|
$position$ |
Employee position (from Title field) |
Grant notices
|
Variable |
Expands To |
|---|---|
|
$chkiso$ |
An X if the grant is ISO (US) |
|
$chknso$ |
An X if the grant is NSO (US) |
|
$chk102c$ |
An X if the grant is 102 (IL) |
|
$chk102i$ |
An X if the grant is 102 income (IL) |
|
$chk102n$ |
An X if the grant is 102 none (IL) |
|
$chk3t$ |
An X if the grant is 3i (IL) |
|
$emi$ |
An X if the grant is EMI (UK) |
|
$chkother$ |
An X if the grant is marked as other |
|
$totalgrantamount$ |
Number of options in original grant |
Exercise notices
|
Variable |
Expands To |
|---|---|
|
$exercisedate$ |
Exercise Date |
|
$amount$ |
Number of Options to Exercise |
|
$totalprice$ |
Total Value of Exercise |
|
$exercisefmv$ |
Fair market Value at Exercise Date |
|
$vested$ |
Number of Vested Options in Original Grant |
|
$exercisepayed$ |
Was the Exercise Paid for |
|
$paymenttype$ |
Exercise Payment Type (check/wire/cash) |
|
$paymentdetails$ |
Exercise Payment Information (check number, wire details, etc.) |
|
$paymentdate$ |
Payment Date |
|
$paymentamount$ |
Dollar Value of Payment |
|
$grantsignaturedate$ |
Date that Option Grant Notice was signed |
Signature options – text must be White within template
|
Variable |
Expands To |
|---|---|
|
$granteesignature$ |
Asks for Optionee Signature |
|
$companysignature$ |
Asks for Company Signature |
|
$spousesignature$ |
Asks for Spouse Signature (if required) |
|
$notmarriedsignature$ |
Optionee not Married Signature (Grantee signs again) |
|
$ssn$ |
Collect social security (optional) |
|
$id$ |
Collect identification |
|
$companysignee$ |
Asks for the Company Signee Name |
|
$companytitle$ |
Asks for the Company Signee Title |
|
$trusteesignature$ |
Trustee Signature |
|
$trusteesignee$ |
Trustee Signee Name |
