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endpoints.Equities.Equities

Yaroslav Surzhikov edited this page Aug 7, 2020 · 1 revision

Equities methods

list

 | list(employee_id)

Returns a list of equity grants for a given employee.

Arguments:

  • employee_id str - employee id

References:


create_entry

 | create_entry(
       employee_id, 
       reason,
       effective_date,
       quantity,
       equity_type,
       vesting_commencement_date,
       consent_number,
       grant_date,
       exercise_price_value,
       exercise_price_currency,
       vesting_term,
       grant_type,
       option_expiration=None
   )

Creates a new equity grant for a given employee

Arguments:

  • employee_id str - employee id
  • reason str - reason for this change
  • effective_date date - the date this entry becomes effective
  • quantity float - number of equities granted
  • equity_type str - The type of the grant
  • vesting_commencement_date date - Vesting commencement date
  • consent_number str - Consent number
  • grant_date date - Date the equity was granted
  • exercise_price_value float
  • exercise_price_currency str - 3 letter currency code
  • vesting_term str - Terms for exercising this grant
  • grant_type str - Grant type. One of:
    • Initial Grant
    • Merit Grant
  • option_expiration date - Date the options expire

References:


delete_entry

 | delete_entry(employee_id, entry_id)

Deletes an equity grant for an employee

Arguments:

  • employee_id str - employee id
  • entry_id int - the entry id to delete

References:

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