Equity essentials

Our pledge

Equity ownership can change lives, but understanding it is not easy. Basic equity education is a necessary but lacking part of expanding equity ownership. Our data show that 65% of vested options are left on the table, meaning that employees are walking away from the value they helped create. We have built the fundamental equity curriculum, and will educate 100,000 employees across the country on
Equity Essentials.

Upcoming WEBINAR

Sign up for our next session

Register today to join us for our next session of Equity Essentials on November 30th.

In this 40-minute presentation you’ll learn:

How to understand your equity grant agreement
Actions you can take, from grant to exercise to sale
Basic tax implications of equity compensation

Equity Essentials on-demand

Missed our last session? We've got you covered.

Access a recording of the webinar below.

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This information is provided to you by eShares, Inc. dba Carta, Inc. (“Carta” or “we”) for educational purposes only. Carta is not providing legal, financial, accounting or tax advice and you should not use this information as a basis for any decision or action that may affect your business or personal interests. We recommend that you consult a qualified professional advisor for advice on your specific circumstances. Carta does not assume any liability for reliance on the information herein.

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eShares, Inc. DBA Carta, Inc. is registered with the U.S. Securities and Exchange Commission. The services and information described in this communication are provided to you “as is” and “as available” without warranties of any kind, expressed, implied or otherwise, including but not limited to all warranties of merchantability, fitness for a particular purpose, or non-infringement. Neither eShares, Inc. DBA Carta, Inc. nor any of its affiliates will be liable for any damages, including without limitation direct, indirect, special, punitive or consequential damages, caused in any way or arising from the use of the services or reliance upon the information provided in this communication or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus or line or system failure. Carta Securities LLC is a broker-dealer and a member of FINRA and SIPC. Contact: eShares, Inc. DBA Carta, Inc., 333 Bush Street, Floor 23, Ste. 2300, San Francisco, CA 94104.