Equity Grant Tracker
An equity grant tracker to manage stock options and RSUs — track grants, vesting schedules, exercise windows, and remaining pool across every employee.
Download the files
Sign in with Google and both the PDF and the CSV unlock immediately. We email you the links too.
Get your free download
Sign in with Google to unlock the PDF and CSV instantly. No form to fill in.
Free. By continuing you agree to our terms and privacy policy. We record your email and this download; marketing emails only if you tick the box.
What you get
- A per-grant tracker for options, RSUs, grant date, and price
- Vesting-schedule columns with cliff, vested, and unvested shares
- An option-pool summary so you always know what's left to grant
- Exercise-window and expiry flags to protect departing employees
Template preview
The structure, not the finished file. The PDF and CSV carry the complete version.
Plan details
- Equity plan name
- Total authorised pool (shares)
- Current FMV / 409A price
- Default vesting— e.g. 4 years, 1-year cliff, monthly
Grant tracker
| Employee | Grant type | Shares granted | Grant date | Strike / grant price | Vested shares | Unvested shares | Cliff met? |
|---|---|---|---|---|---|---|---|
| Sample, A. | ISO | 40,000 | 2025-01-15 | 1.20 | 10,000 | 30,000 | Yes |
| Sample, B. | RSU | 8,000 | 2026-03-01 | n/a | 0 | 8,000 | No |
Option pool summary
| Metric | Shares |
|---|---|
| Total authorised pool | |
| Granted to date | |
| Exercised | |
| Forfeited / returned |
Exercise windows (departures)
| Employee | Last day | Vested options | Exercise deadline | Status |
|---|
Keep this tracker reconciled with your cap-table or equity-management platform, not in place of it. The tracker is for day-to-day HR visibility; the official record of ownership lives on the cap table.
The preview stops here; the template continues in the download.
How to use this template
- Log every grant. Record each grant with type, share count, grant date, strike or grant price, and vesting terms.
- Track vesting. Update vested and unvested shares as schedules progress, noting the cliff for each grant.
- Watch the pool. Keep the pool summary current so you know how many shares remain available to grant.
- Flag exercise windows. On any departure, flag the post-termination exercise deadline so employees don't lose vested equity.
Frequently asked questions
What's a standard vesting schedule?
Four-year vesting with a one-year cliff is the norm — 25% vests at the one-year mark, then monthly or quarterly thereafter. The cliff protects the company if a hire leaves early.
What is a post-termination exercise window?
The period after leaving in which an employee can exercise vested options — often 90 days, though some companies extend it. Track it carefully so departing employees aren't surprised into forfeiting equity.
Should this replace my cap table?
No. This tracker gives HR and managers quick visibility into grants and vesting, but the legal record of ownership lives on your cap table or equity platform. Keep the two reconciled.