![Strike price](https://images.ctfassets.net/y88td1zx1ufe/hFySO2fiimCVnoivfrmLq/fdbc4660d26f6a250c8c2fb241cd4c0f/What-is-the-strike-price-of-an-option.png)
Equity Education
January 2024
Strike price
Wondering what determines strike prices and how much your stock options could be worth? Learn about strike prices, and...
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![How stock options are taxed](https://images.ctfassets.net/y88td1zx1ufe/3yycZAdDK8QoX2KAru4Uzl/8dd9e363e0a1a0bf2675a5b900fe10e9/How-stock-options-are-taxed-e1679686311970.png)
Educational Essentials
January 2024
How stock options are taxed
In this article, we break down the different types of stock options and how tax treatment works for ISOs and NSOs....
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![Equity glossary](https://images.ctfassets.net/y88td1zx1ufe/1CYhy6aSosZqxs401mg406/dd213c8fd2b3821b579d5d457006a696/type-of-compensation.png)
Equity Education
January 2024
Equity glossary
Carta's ever-growing glossary of financial and private equity terms will help you understand the jargon that frequently...
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![Phantom equity](https://images.ctfassets.net/y88td1zx1ufe/4MSfGYcpRE2jJFyCZ4MEBA/433184d09b668729f22b12252861f8d2/LLC-Taxes.png)
Equity Education
January 2024
Phantom equity
Phantom equity (also know as phantom stock) is one of several types of equity LLCs can issue. Learn more about how...
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![Private block trades](https://images.ctfassets.net/y88td1zx1ufe/6EFbfnBxYHfCUSXHmmlDBl/2702b59d63707979b679fa009ad89120/Block-Trades-1.png)
Liquidity
December 2023
Private block trades
Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how...
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![Tender offers](https://images.ctfassets.net/y88td1zx1ufe/2qcJe7U89SNU2AtiPYsgqZ/b39e795e92a5a9641e17561900c2d87d/Liquidity.jpg)
Liquidity
December 2023
Tender offers
Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the...
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![RSU vs. stock options](https://images.ctfassets.net/y88td1zx1ufe/41s4BRqdqEcP2WzTr0c9nJ/075409a046588f1771904ed673cfc0ee/Options_v_warrants.jpg)
Equity Education
December 2023
RSU vs. stock options
Companies often move from stock options to RSUs as they become larger. Learn more about the difference between RSUs vs...
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![Liquidity events](https://images.ctfassets.net/y88td1zx1ufe/285w264q9p3I7PvgBEEpqt/e8fa3ad14e4250c8dafd86ca8c2d3366/Liquidity_Events.png)
Liquidity
December 2023
Liquidity events
Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and...
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![Estate and gift taxes for equity](https://images.ctfassets.net/y88td1zx1ufe/2GK6ReshnKIM3XkX42ZIXy/c6c3b3c995c09eeff0068f8c493b020c/How-a-VC-fund-is-taxed.png)
Employee Resource Center
November 2023
Estate and gift taxes for equity
At Carta, we offer gift and estate tax appraisals. Learn everything you need to know about federal estate taxes and...
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![Preferred stock vs. common stock](https://images.ctfassets.net/y88td1zx1ufe/38Qd8YVXnni21uFlpChQRq/822da3c802c983644b8e0fae8fc84c62/2022-Employee-Stock-Options-Report.png)
Equity Education
October 2023
Preferred stock vs. common stock
Common stock and preferred stock both offer different benefits to shareholders. Learn the differences between common...
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![Form 3921](https://images.ctfassets.net/y88td1zx1ufe/5irbMWOF9eJ8Ih0rpoMCcw/bea9ab9119f4c77078e560c7e600ce0d/What-is-form-3921.png)
Founder Education
October 2023
Form 3921
Your company is required to file IRS Form 3921 for every employee that exercised ISO within the last tax year. Learn...
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![Option pools](https://images.ctfassets.net/y88td1zx1ufe/4Mu6PZGzalCsVQBilwcNy6/dc30993325932e4d005742c8dba24e0f/Option_pool.jpg)
Compensation
October 2023
Option pools
A stock option pool’s size affects share prices, ownership dilution, and company value. Here’s what you need to know to...
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