How often should I update my equity grant information in the equity tool?

We suggest checking in quarterly, after any material events, and through major equity plan milestones to keep your equity data current.

Examples of when to update details include:

• Receiving additional grants - Add new grant details when awarded
• Grants vesting - Update vested amounts after new vest dates
• Exercising stock options - Log any options exercises to track tax impact
• Company issues new 409a valuation - Input new fair market value
• Change jobs or leave company - Record any cancellations or forfeitures
• Expiring grants - Remove expired grants so portfolio is accurate

Updating details like vesting and exercises ensures your equity portfolio and related insights remain accurate over time. Changes to valuations and company also require updates.