Options Cancelled Report in Equity Edge - Vested or Unvested?

Question:

Off the top of your head, do you know if there is an easy way to tell “forfeitures” (cancel pre-vest) from “cancellations” (cancel post-vest) on an Equity Edge report?

Answer:

On the Options and Awards Cancelled Report, there is a field in the ROT that has a U for unvested at cancel and a V for vested, so you can do a custom report (in Crystal) that adds that field. Or, if you are using Equity Edge Online, you can quickly and easily add that field using the report customization tool.

OOOR… you can use the Forfeiture/Post-Vest% Rates Reportr which has both cancelled after vest and cancelled before vest and gives you vest date AND “shares forfeited” so that might be an easier way to go?