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Exercising basics for employees

Exercising basics for employees

This article is designed to enhance your understanding of option grants and prepare you for the exercise process.

What is exercising?How do I understand option grant terminology?How to use the exercise simulator in my Carta portfolio?Can I exercise without a current FMV?What taxes are associated with an exercise?How long does the exercise process take?What is the effective date of my exercise?How can I export my exercise history report?When do option grants expire?How do I exercise my options?How do I manage my payment information?Equity 101 Common exercise process FAQs