Carta helps manage cap tables, valuations, investments, and equity plans.
333 Bush Street Suite 2300 San Francisco CA 94014, San Francisco, CA · HOLLI PANDOL
| Year | Client | Period | Income | Expenses | Doc |
|---|---|---|---|---|---|
| 2026 | ESHARES, INC. D/B/A CARTA, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $90,000 | |
| 2025 | ESHARES, INC. D/B/A CARTA, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $120,000 | |
| 2025 | ESHARES, INC. D/B/A CARTA, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $90,000 | |
| 2025 | ESHARES, INC. D/B/A CARTA, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $140,000 | |
| 2025 | ESHARES, INC. D/B/A CARTA, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $130,000 | |
| 2024 | ESHARES, INC. D/B/A CARTA, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $150,000 | |
| 2024 | ESHARES, INC. D/B/A CARTA, INC. |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
— | $100,000 | |
| 2024 | ESHARES, INC. D/B/A CARTA, INC. |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
— | $110,000 | |
| 2024 | ESHARES, INC. D/B/A CARTA, INC. |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
— | $90,000 | |
| 2023 | ESHARES, INC. D/B/A CARTA, INC. |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
— | $90,000 |
| Client | Filings | Total Income |
|---|---|---|
| ESHARES, INC. D/B/A CARTA, INC. | 22 | — |
| Name | Disclosed Prior Position |
|---|---|
| ANTHONY CIMINO | Professional Staff/Senior Professional Staff, House Committee on Financial Services |
| AMY WANG MILLER | |
| HOLLI HEILES PANDOL | Senior Counsel and Director, SEC Office of Legislative/Government Affairs; Tax Counsel, Rep. Tim Griffin; Senior Adviso… |
| RACHEL SHEKELL |