Grant
Read an employee stock-option grant before modeling value
Identify option type, quantity, strike, vesting, expiration, exercise window, and governing documents.
Equity compensation workbook
A grant becomes real through dates, cash, taxes, and liquidity.
Document-led workbooks for option grants, vesting, exercise, concentration, and tax questions.
Read the grantGrantVestExerciseHold or sellReport
Workbook sheets
Potential value is not the same as owned, liquid, after-tax wealth.
Planning
Build a grant-to-exit timeline
Place vesting, exercise, tax, expiration, employment, liquidity, and reporting events on dated rows.
Risk
Measure employer-equity concentration across income and assets
Include salary, bonus, unvested awards, exercised shares, taxes, and liquidity constraints in one exposure view.
Library
More field notes
Tax preparation
Questions to take to a tax adviser before an option exercise
Organize option type, dates, fair value, spread, holding period, withholding, estimated tax, and reporting documents.
How this publication works
Every modeled value is tied to documents and stated assumptions.
Workbooks prepare questions and do not give tax, legal, or investment advice.