Pulley's reporting tools are built to give you accurate, audit-ready data without the manual spreadsheet work. Whether you're preparing for a financial audit, filing taxes, presenting to your board, or answering an employee's equity question, this guide will help you find the right report and generate it quickly.
For information regarding how to access and download Pulley Reports, see our how-to guide →
Permissions
Most reports require Admin access, including:
GO-SAFI and Award Summary report suites
Cap table exports
Custom report creation
If you have Read/Write access and can't generate a report, contact your company admin to update your permissions.
Quick reference: Find the right report
I need to… | Report | Location in Pulley |
View complete cap table ownership | Cap Table Report | Dashboard or Cap Table tab |
Understand equity plan balances | GO-SAFI Report Suite | Company > Reports |
See all grants issued | Granted Report | Company > Reports |
Track cancelled or forfeited shares | Cancelled Report | Company > Reports |
View RSA/RSU settlements | RSA/RSU Settlement Report | Company > Reports |
Track option exercises | Exercised Report | Company > Reports |
Analyze repurchases | Repurchased Report | Company > Reports |
View share pour overs between plans | Share Pour Over Report | Company > Reports |
Get an award summary by stakeholder | Award Summary Report | Company > Reports |
Calculate stock-based compensation | SBC Report | Company > Reports > SBC Report |
View vesting schedules | Vesting Details Report | Company > Reports |
Prepare for a financial audit | SBC Report + GO-SAFI Suite | Company > Reports |
Build a custom analysis | Custom Reports | Company > Reports > Custom Reports |
Complete reports reference
Below is a comprehensive list of all currently available reports that can be accessed and downloaded from within Pulley.
Cap table and ownership reports
Report | Format | What it shows | When to use |
Cap Table Report | Excel | Complete ownership breakdown by stakeholder and security type | Board meetings, investor updates, ownership analysis |
Stakeholder Report | Excel | Individual stakeholder holdings and details | Stakeholder inquiries, ownership verification |
Equity plan and transaction reports
GO-SAFI report suite
The Grants Outstanding & Shares Available for Issuance (GO-SAFI) suite provides full transparency into how your equity plan balances are calculated, tracing every transaction that affects your "Shares Available for Issuance" balance. This is especially useful for validating accuracy, resolving discrepancies, and preparing for audits.
Report | Format | What it shows | When to use |
GO-SAFI Report | Excel, CSV, PDF | Complete equity plan balance reconciliation | Audit preparation, board reporting, plan administration |
Granted Report | Excel, CSV, PDF | All grants issued from the plan | Validate grants issued, audit support |
Cancelled Report | Excel, CSV, PDF | Shares returned to the plan (terminations, expirations, cancellations) | Track forfeitures, validate pool balance |
RSA/RSU Settlement Report | Excel, CSV, PDF | Share issuance upon RSA and RSU settlement | Reconcile issued and outstanding shares |
Exercised Report | Excel, CSV, PDF | All option exercises | Track exercises, tax reporting, pool balance |
Repurchased Report | Excel, CSV, PDF | Share repurchases and buybacks | Track repurchases, validate pool balance |
Share Pour Over Report | Excel, CSV, PDF | Shares transferred between plans | Plan administration, pool balance validation |
Award Summary Report | Excel, CSV, PDF | Comprehensive award summary by stakeholder | Stakeholder reporting, audit preparation |
Compliance and tax reports
Report | Format | What it shows | When to use |
SBC Report | Excel | Stock-based compensation expense calculations and disclosures, including weighted average exercise price, remaining contractual term, aggregate intrinsic value, grant date fair value, fair value assumptions, and roll forward schedules | Quarterly/annual financial reporting, audit preparation |
Vesting Details Report | Excel | Vesting schedules and status for all grants | Forecast dilution, analyze vesting trends |
Form 3921 Report | ISO exercise details for IRS reporting | Annual tax compliance | |
ISO/NSO Report | Excel | ISO and NSO grant details | Tax planning, compliance verification |
Note on Form 3921: Pulley automatically sends notifications about your filing obligations. Watch for these emails around year-end to ensure you don't miss the January 31 deadline.
Custom reports
Plan requirement: Custom Reports are available on Growth and Custom plans only. Startup Plan customers have access to pre-populated reports only.
Report | Format | What it shows | When to use |
Custom Reports | Excel | Fully customizable reports with selected data fields, filters, and groupings | Specialized analysis, unique reporting needs |
For more information on creating custom reports, see How to create and view Custom Reports →
Common use cases
Audit preparation
Financial auditors typically need disclosures showing outstanding grants at the beginning and end of the year, along with grants issued, exercised, forfeited, and expired during the period. Use the SBC Report combined with the GO-SAFI Suite to cover these requirements. If you're migrating from Carta, these reports are designed to meet the specific disclosure format your auditors expect.
Tax compliance
Form 3921: Required for ISO exercises; due January 31 annually
ISO/NSO Report: Grant-level detail for ISO and NSO tax planning
SBC Report: Includes disqualifying dispositions and RSU tax withholding calculations
Vesting Details Report: Supports RSU release tracking and withholding analysis
Board and investor reporting
Cap Table Report: Ownership summary for board meetings and investor updates
Award Summary Report: Equity distribution across stakeholders and departments
Waterfall analysis is available via the Cap Table Report
Pool balance validation
If you need to understand how "Shares Available for Issuance" is calculated or trace specific transactions affecting your plan balance, the GO-SAFI Suite provides a full transaction-level reconciliation.
Employee and stakeholder inquiries
Use the Stakeholder Report or Award Summary Report to quickly pull transaction history, ownership details, and vesting schedules for individual employees or investors.
Troubleshooting
Can't find a specific report? Check the Complete reports reference above. If no existing report covers your needs, try creating a Custom Report or contact Pulley Support.
The report doesn't include the data I need. Try building a Custom Report with the specific fields required. If those fields aren't available, download the existing report and filter further in Excel.
I don't have access to Custom Reports. Custom Reports require a Growth or Custom plan. Contact your account manager to discuss upgrading.