RSU vesting schedule

ExcelUser18

New Member
Joined
May 3, 2017
Messages
35
Hi all,

I'm looking to build what I believe should be an easy schedule to show how stock units that vest over a 3 year period.

For example, if I was awarded $10K today, I'd vest $3.3k for the next 3 years and by year 3, I'd have earned the full $10k. The second component would be that each year, I'd earn a new $10k which would start vesting on the same schedule. So $10k in year 0 would fully vest in year 3 (1/3 for each year), the $10k in year 1 would fully vest in year 4 (1/3 for each year), and $10k in year 2 would fully vest in year 5 (1/3 for each year), so on and do forth.

Does anyone have any idea how to set up a chart where I can show each years awarded stock, vested stock, and total amounts? Could the chart also reflect different vesting periods (semi annually, quarterly, etc)?

I honestly have no idea how to start this and maybe I'm not searching correctly but I can't seem to find a simple excel. Any help would be really appreciated
 

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D2:D13,I2:I14I2=SUM(I1,G2,H2)
H3:H14,C3:C5H3=10000/3
 
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Cell Formulas
RangeFormula
D2:D13,I2:I14I2=SUM(I1,G2,H2)
H3:H14,C3:C5H3=10000/3
 
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Cell Formulas
RangeFormula
D2:D13,I2:I14I2=SUM(I1,G2,H2)
H3:H14,C3:C5H3=10000/3
Hi,

Is there a way to consolidate it? I thought of your way to do it but lwets say after 10 years, columns A-D would be replicated 10 times and the sheet would get lengthy. Is there a way to show something like initial stock award, initial vest, cumulative award, cumulative vest, etc? I'm still not sure what I'm envisioning is accurate but trying to talk it through.
 
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