Equity administration

Terminations, exercises and transfers, recorded right the first time.

A Capable specialist records employee departures, option exercises, share transfers and repurchases on your cap table, checks exercise windows and approvals, and attaches the documents to each holder.

$450 · 3 business days · paid upfront, full refund before work starts

Order now, $450 How it works

Stakeholder administration: one fixed price, ordered in two minutes

Stakeholder administration

$450

Delivered in 3 business days

1 business day rush, +50%

Full refund before work starts

Up to 5 actions
Post-termination exercise windows checked
Documents attached to each holder

Order now, $450

Pay by card or US bank account. Invoice included.

You need this now if

An employee just left

Vesting stops on the termination date and the post-termination exercise window starts. Record both before anyone asks.

Someone wants to exercise

The exercise has to be priced, paid, issued and reported. ISO exercises mean a Form 3921 for the employee by January 31 of the next year.

A holder wants to sell or gift shares

Transfers usually need board consent and a right of first refusal check under your bylaws or stock agreements.

You are repurchasing unvested shares

Founder or early-exercise shares that did not vest are often repurchased at cost within a set window.

How it works

1
Tell us what happened
Who, what and when, with any documents. Up to five actions per order.
2
We check the rules
Vesting cut-offs, exercise windows, approvals and transfer restrictions for each action.
3
We record and document
Transactions entered on the cap table, certificates updated and documents attached.
4
You approve
Nothing changes on the cap table until you approve it in the request.

What you get

Updated cap table

Every action recorded with dates, prices and resulting holdings.

Deadlines tracked

Exercise windows and filing dates added to your compliance calendar.

Paper trail

Consents, notices and agreements attached to each holder.

Capable records terminations, exercises and transfers with exercise windows and approvals checked, for $450 per five actions.

The ISO three-month rule catches most departures

An incentive stock option keeps its tax treatment only if it is exercised within three months after employment ends (one year after a disability-related termination). Many plans allow a longer post-termination window, but options exercised after three months are taxed as non-qualified options.

Each ISO exercise also means the company gives the employee a Form 3921 by January 31 of the following year and files it with the IRS by February 28, or March 31 when filing electronically.

Recording the termination date, stopping vesting and tracking the window on the day someone leaves avoids the most common cap table error we fix.

Sources

Stakeholder administration questions, answered

How long does an employee have to exercise options after leaving?+

It depends on the plan and grant, often 90 days. Incentive stock options must be exercised within three months of termination (one year for disability) to keep ISO tax treatment.

Do we have to file anything when an employee exercises ISOs?+

Yes. The company furnishes Form 3921 to the employee by January 31 of the year after the exercise and files it with the IRS by February 28, or March 31 if filing electronically.

Can a shareholder transfer startup shares?+

Usually only with company consent and after the company's right of first refusal, under the bylaws or stock purchase agreement. We check the restrictions before recording a transfer.

How much does it cost?+

$450 for up to five actions, delivered in 3 business days, or 1 business day with rush.

Other expert services

Order your stakeholder administration in two minutes.

Fixed price, paid upfront, delivered in 3 business days. Cancel before work starts for a full refund.

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