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Impact Driven Compensation System - How Coda Runs Comp
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Impact Driven Compensation System - How Coda Runs Comp
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Transactions
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Transactions

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Transaction Setup Information

Note that each part of a transaction will have one row. For example, if a new hire joined and received salary, stock, and a bonus, that would be three unique rows in the transaction table. If an employe received a salary update and a stock increase, that would be two new rows added.

Transactions
Type
Recipient
Role
Department
Transaction Date
Status Transaction
Employee Status
Time
Salary ($)
Bonus ($)
End date
Shares (Number)
cliff date
Vesting Schedule
Months Vested
Shares Vested
Months Vested (Modeling Batch Date)
Shares Unvested
Vested %
Shares Type
Summary
19
CEO
Exec
1/1/2022
$165,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Michael Scott -
Salary
⁠
(1/1/2022)
CTO
Engineering
3/1/2022
$165,000
​
3/1/2026
​
3/1/2023
0
​
0
​
​
Jim Halpert -
Salary
⁠
(3/1/2022)
CEO
Exec
5/1/2023
$175,000
​
5/1/2027
​
5/1/2024
0
​
0
​
​
Michael Scott -
Salary
⁠
(5/1/2023)
CTO
Engineering
5/1/2023
$170,000
​
5/1/2027
​
5/1/2024
0
​
0
​
​
Jim Halpert -
Salary
⁠
(5/1/2023)
CTO
Engineering
1/1/2022
$165,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Jan Levinson -
Salary
⁠
(1/1/2022)
Sales Manager
Sales
1/1/2022
$110,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Pam Beesly -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$145,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Dwight Schrute -
Salary
⁠
(1/1/2022)
Finance
Operations
1/1/2022
$115,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Angela Martin -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$117,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Andy Bernard -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$129,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Stanley Hudson -
Salary
⁠
(1/1/2022)
Finance
Operations
1/1/2022
$90,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Kevin Malone -
Salary
⁠
(1/1/2022)
Finance
Operations
1/1/2022
$120,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Oscar Martinez -
Salary
⁠
(1/1/2022)
Support
Operations
1/1/2022
$95,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Meredith Palmer -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$120,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Phyllis Vance -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$82,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Ryan Howard -
Salary
⁠
(1/1/2022)
Support
Operations
1/1/2022
$89,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Kelly Kapoor -
Salary
⁠
(1/1/2022)
Support
Operations
1/1/2022
$80,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Creed Bratton -
Salary
⁠
(1/1/2022)
Sales
Sales
1/1/2022
$115,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Darryl Philbin -
Salary
⁠
(1/1/2022)
HR
Operations
1/1/2022
$135,000
​
1/1/2026
​
1/1/2023
0
​
0
​
​
Toby Flenderson -
Salary
⁠
(1/1/2022)
20
CEO
Exec
1/1/2022
​
​
1/1/2026
5,000
1/1/2023
48
5,000
48
0
100%
Michael Scott -
Equity
⁠
(1/1/2022)
CTO
Engineering
3/1/2022
​
​
3/1/2026
7,000
3/1/2023
46
6,708
46
292
95.83%
Jim Halpert -
Equity
⁠
(3/1/2022)
Investor
Investor
3/1/2022
​
​
3/1/2022
1,000
3/1/2022
46
1,000
46
0
100%
David Wallace -
Equity
⁠
(3/1/2022)
Investor
Investor
3/1/2022
​
​
3/1/2022
15,424
3/1/2022
46
15,424
46
0
100%
Jo Bennett -
Equity
⁠
(3/1/2022)
CEO
Exec
5/1/2023
​
​
5/1/2027
5,000
5/1/2024
32
3,334
32
1,666
66.67%
Michael Scott -
Equity
⁠
(5/1/2023)
CTO
Engineering
5/1/2023
​
​
5/1/2027
2,000
5/1/2024
32
1,333
32
667
66.67%
Jim Halpert -
Equity
⁠
(5/1/2023)
Sales Manager
Sales
1/1/2022
​
​
1/1/2026
2,200
1/1/2023
48
2,200
48
0
100%
Pam Beesly -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
7,000
1/1/2023
48
7,000
48
0
100%
Dwight Schrute -
Equity
⁠
(1/1/2022)
Finance
Operations
1/1/2022
​
​
1/1/2026
5,000
1/1/2023
48
5,000
48
0
100%
Angela Martin -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
4,000
1/1/2023
48
4,000
48
0
100%
Andy Bernard -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
4,000
1/1/2023
48
4,000
48
0
100%
Stanley Hudson -
Equity
⁠
(1/1/2022)
Finance
Operations
1/1/2022
​
​
1/1/2026
4,000
1/1/2023
48
4,000
48
0
100%
Kevin Malone -
Equity
⁠
(1/1/2022)
Finance
Operations
1/1/2022
​
​
1/1/2026
4,000
1/1/2023
48
4,000
48
0
100%
Oscar Martinez -
Equity
⁠
(1/1/2022)
Support
Operations
1/1/2022
​
​
1/1/2026
5,000
1/1/2023
48
5,000
48
0
100%
Meredith Palmer -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
3,000
1/1/2023
48
3,000
48
0
100%
Phyllis Vance -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
2,500
1/1/2023
48
2,500
48
0
100%
Ryan Howard -
Equity
⁠
(1/1/2022)
Support
Operations
1/1/2022
​
​
1/1/2026
2,500
1/1/2023
48
2,500
48
0
100%
Kelly Kapoor -
Equity
⁠
(1/1/2022)
Support
Operations
1/1/2022
​
​
1/1/2026
2,500
1/1/2023
48
2,500
48
0
100%
Creed Bratton -
Equity
⁠
(1/1/2022)
Sales
Sales
1/1/2022
​
​
1/1/2026
2,500
1/1/2023
48
2,500
48
0
100%
Darryl Philbin -
Equity
⁠
(1/1/2022)
HR
Operations
1/1/2022
​
​
1/1/2026
7,000
1/1/2023
48
7,000
48
0
100%
Toby Flenderson -
Equity
⁠
(1/1/2022)
⁠

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