API · Manage · Equity
Amend the equity plan.
Amend an existing equity plan — pool-size increase, plan-type change, or term extension. Authorized-share increases on an ISO pool require both board and stockholder approval per IRC §422; Matter routes the resulting Resolution and Filing objects accordingly.
Returns 202 Accepted. On completion, emits one of: grant.issued, share_class.created, valuation.created, share_ledger.entry_recorded. Subscribe via `POST /v1/webhook_endpoints` to consume.
Pre-conditions: equity plan must be active. Most amendments require board and stockholder approval — supply the corresponding Resolution IDs in approvals[]. Returns 409 plan_not_amendable if approvals are missing.
Last updated
Request Body
application/json
TypeScript Definitions
Use the request body type in TypeScript.
subjectstringRequired"increase_authorized_shares""extend_term""change_plan_type""update_vesting_defaults""other"new_term_yearsintegerOptionaleffective_datestring<date>Requiredresolution_idstringOptionalBoard (and, where required, stockholder) resolution that adopted the amendment.
Response Body
application/json
application/problem+json
application/problem+json
application/problem+json
application/problem+json
Request
curl -X POST "https://api.mattermode.com/v1/equity_plans/{id}/amendments" \ -H "Content-Type: application/json" \ -d '{ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb" }'const body = JSON.stringify({ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb"})fetch("https://api.mattermode.com/v1/equity_plans/{id}/amendments", { method: "POST", headers: { "Content-Type": "application/json" }, body})package mainimport ( "fmt" "net/http" "io/ioutil" "strings")func main() { url := "https://api.mattermode.com/v1/equity_plans/{id}/amendments" body := strings.NewReader(`{ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb" }`) req, _ := http.NewRequest("POST", url, body) req.Header.Add("Content-Type", "application/json") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := ioutil.ReadAll(res.Body) fmt.Println(res) fmt.Println(string(body))}import requestsheaders = { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b",}payload = { "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb"}resp = requests.post( "https://api.mattermode.com/v1/equity_plans/plan_5wVtBn3p/amendments", headers=headers, json=payload,)resp.raise_for_status()print(resp.json())import java.net.URI;import java.net.http.HttpClient;import java.net.http.HttpRequest;import java.net.http.HttpResponse;import java.net.http.HttpResponse.BodyHandlers;import java.time.Duration;import java.net.http.HttpRequest.BodyPublishers;var body = BodyPublishers.ofString("""{ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb"}""");HttpClient client = HttpClient.newBuilder() .connectTimeout(Duration.ofSeconds(10)) .build();HttpRequest.Builder requestBuilder = HttpRequest.newBuilder() .uri(URI.create("https://api.mattermode.com/v1/equity_plans/{id}/amendments")) .header("Content-Type", "application/json") .POST(body) .build();try { HttpResponse<String> response = client.send(requestBuilder.build(), BodyHandlers.ofString()); System.out.println("Status code: " + response.statusCode()); System.out.println("Response body: " + response.body());} catch (Exception e) { e.printStackTrace();}using System;using System.Net.Http;using System.Text;var body = new StringContent("""{ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb"}""", Encoding.UTF8, "application/json");var client = new HttpClient();var response = await client.PostAsync("https://api.mattermode.com/v1/equity_plans/{id}/amendments", body);var responseBody = await response.Content.ReadAsStringAsync();curl --request POST 'https://api.mattermode.com/v1/equity_plans/plan_5wVtBn3p/amendments' \ --header 'Authorization: Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc' \ --header 'Matter-Version: 2026-06-10' \ --header 'Idempotency-Key: ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b' \ --header 'Content-Type: application/json' \ --data '{ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb"}'const response = await fetch("https://api.mattermode.com/v1/equity_plans/plan_5wVtBn3p/amendments", { method: "POST", headers: { "Authorization": "Bearer sk_test_4eC39HqLyjWDarjtT1zdp7dc", "Matter-Version": "2026-06-10", "Idempotency-Key": "ee7c3a9b-3f1a-4d8e-9b2a-7c5e1f0a2d4b", "Content-Type": "application/json", }, body: JSON.stringify({ "subject": "increase_authorized_shares", "authorized_shares_delta": 0, "new_term_years": 0, "effective_date": "2026-04-25", "resolution_id": "res_LqGcSdRb" }),});if (!response.ok) { throw new Error(`Matter API ${response.status}: ${await response.text()}`);}const data = await response.json();console.log(data);Response
application/json{
"equity_plan": {
"id": "string",
"object": "equity_plan",
"entity_id": "ent_Nq3KcAbc",
"name": "2026 Equity Incentive Plan",
"type": "stock_plan",
"authorized_shares": 0,
"granted_shares": 0,
"effective_date": "2026-04-25",
"created": 1745539200,
"updated": 1745539200,
"livemode": false
},
"resolution": {
"id": "string",
"object": "resolution",
"entity_id": "ent_Nq3KcAbc",
"kind": "board_meeting",
"subject": "Approval of 2026 Equity Plan and initial pool of 2,000,000 shares",
"created": 1745539200,
"updated": 1745539200,
"livemode": false
},
"filing": {
"id": "string",
"object": "filing",
"entity_id": "ent_Nq3KcAbc",
"type": "certificate_of_amendment",
"jurisdiction": "US-DE",
"status": "preparing",
"created": 1745539200,
"updated": 1745539200,
"livemode": false
}
}{
"type": "https://mattermode.com/docs/errors/invalid_request",
"title": "Invalid request",
"status": 400,
"code": "invalid_request",
"detail": "Request body could not be parsed as JSON.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_request",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/authentication_required",
"title": "Authentication required",
"status": 401,
"code": "authentication_required",
"detail": "No bearer token was supplied. Pass `Authorization: Bearer sk_live_...` on every request.",
"doc_url": "https://mattermode.com/docs/guides/errors#authentication_required",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/invalid_state_transition",
"title": "Invalid state transition",
"status": 409,
"code": "invalid_state_transition",
"detail": "Entity ent_Nq3KcAbc is in state `dissolved`; `dissolve` is not a valid transition.",
"doc_url": "https://mattermode.com/docs/guides/errors#invalid_state_transition",
"request_id": "req_Qw9xYz8A",
"current_state": "dissolved",
"attempted_transition": "dissolve",
"allowed_transitions": []
}{
"type": "https://mattermode.com/docs/errors/dissolution_prerequisites_missing",
"title": "Dissolution prerequisites missing",
"status": 409,
"code": "dissolution_prerequisites_missing",
"detail": "Voluntary dissolution requires `board_resolution_id` and `stockholder_consent_id`, or `auto_generate_resolutions: true`.",
"doc_url": "https://mattermode.com/docs/guides/errors#dissolution_prerequisites_missing",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/valuation_stale",
"title": "409A valuation stale",
"status": 409,
"code": "valuation_stale",
"detail": "Active 409A val_AbCd1234 is older than 12 months or superseded by a material event. Issuing ISOs at the prior strike risks IRC §409A violation. Refresh via POST /entities/{id}/valuations/{id}/refresh_request.",
"doc_url": "https://mattermode.com/docs/guides/errors#valuation_stale",
"request_id": "req_Qw9xYz8A"
}{
"type": "https://mattermode.com/docs/errors/rate_limit_exceeded",
"title": "Rate limit exceeded",
"status": 429,
"code": "rate_limit_exceeded",
"detail": "Request rate exceeded for this key. Retry after `retry_after` seconds or honor the `Retry-After` header.",
"doc_url": "https://mattermode.com/docs/guides/errors#rate_limit_exceeded",
"request_id": "req_Qw9xYz8A",
"retry_after": 30
}