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Finalize Settlement

POST 
/v1alpha1/issuers/:issuerId/secondaryTransactions/:secondaryTransactionId:finalize

Scope(s): readwrite_issuer_secondarytransactions

Confirms that you have completed all money movement for the transaction — on the option path the exercise cost and taxes to the issuer plus the sale proceeds, on the certificate path the sale proceeds. Required on both paths. The transaction is identified entirely by the path; send an empty body.

On the certificate path you may move money any time before calling this, as there is no withholding to wait for. On the option path you cannot compute what to move until the issuer has approved option cost and Carta has released the withholding figures, so call this after that.

Finalizing does not itself commit the cap table. Carta emails the issuer, who approves or edits the proposed cap-table update and provides the transfer agreement for the trade; on approval the transaction moves to SETTLING, and Carta then creates the exercise for option grants, transfers the certificate, and commits the update, reaching SETTLED.

By this point your money movement is complete and irreversible, so the settled notification is a reconciliation signal, not a payment trigger.

Request​

Responses​

A successful response.