Grant agreements, vesting statements, brokerage confirmations for each sale, tax returns showing the reported benefit and gains, bank statements for the receiving account and the wire into escrow, reconciled in a single table.
Build the trail from the first grant to the escrow wire
USCIS policy asks for evidence identifying the source of the capital and showing its path to the enterprise, and it treats gaps as unresolved questions rather than as harmless. For equity compensation the trail starts with the employment agreement and the equity plan, then the grant notices with their vesting schedules. Each vesting produces a brokerage confirmation showing shares delivered and often a sale-to-cover transaction for withholding; those statements should be included for every vesting, not a sample.
The sales that generated the investment funds should be documented by trade confirmations and the brokerage’s cash statement, followed by the transfer to her bank and the wire to the regional center’s escrow agent, with the escrow agreement. Canadian tax returns and notices of assessment for the relevant years show that the benefit and the gains were reported. Because the amounts span nine years, a reconciliation table listing date, event, shares, value and exhibit number is essential.
Foreign-language documents need complete certified English translations, and the targeted-employment-area designation comes from the regional center’s project evidence.