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EDGAR Next: Modernizing the SEC’s Filing System for 2025

EDGAR Next is the SEC’s new electronic filing system rolling out in 2025. Learn how it impacts Section 16 insiders, equity admins, and compliance teams. Includes a step-by-step transition guide, key deadlines, and strategic insights to stay SEC compliant.

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The Stock Plan Administration Glossary (S-Z)

This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.

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The Stock Plan Administration Glossary (N-R)

This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.

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The Stock Plan Administration Glossary (E-M)

This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.

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The Stock Plan Administration Glossary (A-D)

This comprehensive glossary of equity compensation and stock plan terms explains stock options, RSUs, ESPPs, cap tables, and key tax rules (83(b), 409A, etc.) in clear language for equity administrators, HR, finance, legal teams, startup founders, and executives.

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A Founder’s Intro to Equity and Cap Table Management

Learn the basics of equity and cap table management with Travis Rodgers and Chris Hoffmann.

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Understanding the Importance of Accuracy in Equity

Understanding the importance of accuracy in equity is critical for the growth and success of any business.

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Form 3921 is due TOMORROW!

Form 3921 is an important tax document for companies who issue ISOs. Here is what you should know about it.

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This is the right time to outsource your cap table administration.

Wondering when the right time is to get some help with your cap table?

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Why you should outsource administration of your cap table on Carta.

Wondering if you should outsource your cap table administration? Here are five reasons why you should.

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