RSU vesting schedule

ExcelUser18

New Member
Joined
May 3, 2017
Messages
34
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
 

Excel Facts

Create a Pivot Table on a Map
If your data has zip codes, postal codes, or city names, select the data and use Insert, 3D Map. (Found to right of chart icons).
Cell Formulas
RangeFormula
D2:D13,I2:I14I2=SUM(I1,G2,H2)
H3:H14,C3:C5H3=10000/3
 
Upvote 0
Cell Formulas
RangeFormula
D2:D13,I2:I14I2=SUM(I1,G2,H2)
H3:H14,C3:C5H3=10000/3
 
Upvote 0
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.
 
Upvote 0

Forum statistics

Threads
1,215,059
Messages
6,122,918
Members
449,093
Latest member
dbomb1414

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top