Suggestions

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Enhancement to RSU Grant: Vesting Schedule

For the RSU Grant income source, add support for a vesting schedule and amount.

By way of example, let’s say the grant is 1000 shares at a cost basis of $20 per share. A portion of the grant will vest every 6 months, with 100 shares for the first two periods and 200 shares each period thereafter.

Have the ability to set either a projected value growth over time for the total grant (similar to what we have now) or a specific dollar amount (or maybe % growth) at vesting time.

This would then flow into the years on the projection when the shares would vest and would allow for handling more complex vesting schedules without the user having to create dozens of RSU Grant income items.

143 votes

Tagged as Suggestion

Suggested 20 April 2022 by user Matthew Stublefield

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  • 20 April 2022 Matthew Stublefield suggested this task

  • avatar
    Matthew Stublefield

    As a suggestion, I picture the vesting schedule being a button to add rows and, for each row, select the year in which the shares will vest, how many shares will vest that year, and the value (either cost basis + OR dollar amount).

    20 April 2022
  • avatar
    Matthew Stublefield

    For my use case, it fits into 3 incomes, two one-time and a third recurring annually. Here’s a spreadsheet to model/calculate this by way of example: https://docs.google.com/spreadsheets/d/10QP6fbjQmUs4gg6cnfBzLEldI09cTJHXfogAt1y_aEg/edit?usp=sharing

    20 April 2022

  • 21 April 2022 Kyle Nolan approved this task

  • avatar
    Brent Henry

    Added suggestion: vest amount / year as % of total grant (as alternative option to above # of shares option) - so I don’t have to do the math :)

    E.g. year 1 = 5% vest, year 2 = 25% vest, etc.

    20 December 2023
  • avatar
    Suresh Malakar

    Would love to see this

    12 October 2024
  • avatar
    Jacklyn Dubois

    adding suggestion for quarterly option on vesting schedule

    18 January
  • avatar
    g

    Some companies also vest monthly. Fun edge cases!

    18 January
  • avatar
    Colton Provias

    Not just monthly. Some may change the vest schedule based upon the grant size. Thus you can have monthly, quarterly, and annual vesting all at once.

    20 January