---
title: What type of equity compensation can Grantd analyze?
description: Learn about the different types of equity compensation instruments that Grantd can analyze and model.
---

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November 12, 2025

# What type of equity compensation can Grantd analyze?

## Learn about the different types of equity compensation instruments that Grantd can analyze and model.

### Supported Equity Compensation Types

Grantd provides comprehensive analysis for the most common types of equity compensation used by companies to reward and retain employees:

### Stock Options

#### ISOs (Incentive Stock Options)

Grantd analyzes ISOs including:

- Current intrinsic value and time value
- Black-Scholes valuation modeling
- AMT (Alternative Minimum Tax) impact calculations
- Exercise timing optimization
- Qualifying vs. disqualifying disposition scenarios
- Multi-year tax projections

**Key Feature:** Both regular tax and AMT calculations are displayed side-by-side so you can see when AMT applies and plan accordingly.

#### NSOs (Non-Qualified Stock Options)

Grantd analyzes NSOs including:

- Current intrinsic value and time value
- Exercise spread calculations (FMV - Exercise Price)
- Ordinary income tax impact
- Capital gains treatment on subsequent sales
- Exercise timing strategies

### Restricted Stock

#### RSUs (Restricted Stock Units)

Grantd analyzes RSUs including:

- Vesting schedules (Linear, Cliff + Linear, Custom)
- Ordinary income recognition at vest
- Tax withholding analysis
- Capital gains treatment on sales
- Multi-year vesting projections

#### RSAs (Restricted Stock Awards)

Grantd analyzes RSAs with similar capabilities to RSUs, including vesting schedule modeling and tax impact analysis.

### Employee Stock Purchase Plans

#### ESPP Shares

Grantd analyzes ESPP holdings including:

- Discount percentages
- Holding period requirements
- Qualifying vs. disqualifying dispositions
- Tax treatment differences

### Owned Shares

#### Company Stock (Already Vested/Owned)

Grantd tracks and analyzes shares you already own including:

- Acquisition date and price
- Cost basis tracking
- Current valuation
- Concentration analysis
- Tax implications of sales (short-term vs. long-term capital gains)

### How Grantd Analyzes Each Type

For each equity compensation type, Grantd provides:

**Valuation Analysis**

- Current market value
- Intrinsic value (for options)
- Time value (for options)
- Leverage calculations

**Tax Impact Modeling**

- Federal income tax (regular and AMT)
- State income tax estimates
- FICA taxes (Social Security and Medicare)
- 5-year tax projections

**Risk Analytics**

- Concentration calculations
- Portfolio composition breakdown
- Diversification modeling
- Scenario analysis (-80% to +80% stock price movements)

**Strategic Planning**

- Exercise priority scoring
- Vesting timeline visualization
- Multi-year strategy modeling
- Tax-efficient timing recommendations

### Linear vs. Leveraged Instruments

Grantd distinguishes between:

**Linear Instruments** (1:1 with stock price)

- Owned shares
- RSUs
- RSAs
- ESPP shares

**Leveraged Instruments** (variable leverage)

- ISOs
- NSOs

This distinction is critical for understanding risk exposure and potential outcomes across different market conditions.

### Document Upload for Data Extraction

Grantd supports document upload for automatic extraction of:

- Grant summaries
- Vesting schedules
- Stock option agreements
- Equity compensation statements

This automated extraction streamlines the data entry process for all supported equity types.

### Related Articles

- [Understanding Scenarios Analysis](https://support.grantdequity.com/understanding-scenarios-analysis?hsLang=en)
- [How Equity Compensation Events Impact Your Taxes](https://support.grantdequity.com/how-equity-compensation-events-impact-your-taxes?hsLang=en)
- [How do I add a grant?](https://support.grantdequity.com/how-do-i-add-a-grant-image-needed?hsLang=en)
- [How can I setup a vesting schedule?](https://support.grantdequity.com/how-can-i-setup-a-vesting-schedule?hsLang=en)

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