What information do I need to input to use the equity tool?

To fully utilize Origin's equity compensation tracking and modeling capabilities, here are the key details we need for each grant:

• Grant type - RSU, ISO, NQO, etc.
• Number of shares or options awarded
• Grant or strike price
• Vesting start date
• Vesting schedule (monthly, quarterly, etc.)
• Already vested/exercised amounts
• Expiration date for options
• Current 409a valuation
• Your income tax rate
• Company name

These details allow Origin to forecast vesting, calculate taxes, model exercise strategies, track values, and more.

Most of this information can be found in your grant agreement paperwork provided by your company, or on your equity granting sites like Carta.com. Please reach out if you need any assistance locating any of the required equity grant details!