Creating Restricted Stock (RSA, RSU)

  1. Access the ‘Spreadsheet’ tab from the side menu

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  2. Record the issuance by going to Cap Table > Spreadsheet > ‘Common Issuances’. Indicate a vesting schedule and vesting commencement date.

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  3.  Go to the stock certificate page by searching either for the certificate or the name of the stockholder.
  4.  Select Actions > Edit.

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  5. The “Add Restrictions” checkbox should be checked. Choose either RSA or RSU in the “Restriction Type” drop-down box and save.

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