Pages
Setup
Transactions
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
Salary
19
Michael Scott
CEO
Exec
1/1/2022
Processed
Active
Initial
$165,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Michael Scott - (1/1/2022)
Salary
Jim Halpert
CTO
Engineering
3/1/2022
Processed
Active
Initial
$165,000
3/1/2026
3/1/2023
4yr; 1yr cliff
0
0
Jim Halpert - (3/1/2022)
Salary
Michael Scott
CEO
Exec
5/1/2023
Processed
Active
Refresh
$175,000
5/1/2027
5/1/2024
4yr; 1yr cliff
0
0
Michael Scott - (5/1/2023)
Salary
Jim Halpert
CTO
Engineering
5/1/2023
Processed
Active
Refresh
$170,000
5/1/2027
5/1/2024
4yr; 1yr cliff
0
0
Jim Halpert - (5/1/2023)
Salary
Jan Levinson
CTO
Engineering
1/1/2022
Processed
Inactive
Initial
$165,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Jan Levinson - (1/1/2022)
Salary
Pam Beesly
Sales Manager
Sales
1/1/2022
Processed
Active
Initial
$110,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Pam Beesly - (1/1/2022)
Salary
Dwight Schrute
Sales
Sales
1/1/2022
Processed
Active
Initial
$145,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Dwight Schrute - (1/1/2022)
Salary
Angela Martin
Finance
Operations
1/1/2022
Processed
Active
Initial
$115,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Angela Martin - (1/1/2022)
Salary
Andy Bernard
Sales
Sales
1/1/2022
Processed
Active
Initial
$117,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Andy Bernard - (1/1/2022)
Salary
Stanley Hudson
Sales
Sales
1/1/2022
Processed
Active
Initial
$129,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Stanley Hudson - (1/1/2022)
Salary
Kevin Malone
Finance
Operations
1/1/2022
Processed
Active
Initial
$90,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Kevin Malone - (1/1/2022)
Salary
Oscar Martinez
Finance
Operations
1/1/2022
Processed
Active
Initial
$120,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Oscar Martinez - (1/1/2022)
Salary
Meredith Palmer
Support
Operations
1/1/2022
Processed
Active
Initial
$95,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Meredith Palmer - (1/1/2022)
Salary
Phyllis Vance
Sales
Sales
1/1/2022
Processed
Active
Initial
$120,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Phyllis Vance - (1/1/2022)
Salary
Ryan Howard
Sales
Sales
1/1/2022
Processed
Active
Initial
$82,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Ryan Howard - (1/1/2022)
Salary
Kelly Kapoor
Support
Operations
1/1/2022
Processed
Active
Initial
$89,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Kelly Kapoor - (1/1/2022)
Salary
Creed Bratton
Support
Operations
1/1/2022
Processed
Active
Initial
$80,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Creed Bratton - (1/1/2022)
Salary
Darryl Philbin
Sales
Sales
1/1/2022
Processed
Active
Initial
$115,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Darryl Philbin - (1/1/2022)
Salary
Toby Flenderson
HR
Operations
1/1/2022
Processed
Active
Initial
$135,000
1/1/2026
1/1/2023
4yr; 1yr cliff
0
0
Toby Flenderson - (1/1/2022)
Salary
Equity
20
Michael Scott
CEO
Exec
1/1/2022
Processed
Active
Initial
1/1/2026
5,000
1/1/2023
4yr; 1yr cliff
39
4,063
39
938
81.25%
Common
Michael Scott - (1/1/2022)
Equity
Jim Halpert
CTO
Engineering
3/1/2022
Processed
Active
Initial
3/1/2026
7,000
3/1/2023
4yr; 1yr cliff
37
5,396
37
1,604
77.08%
Common
Jim Halpert - (3/1/2022)
Equity
David Wallace
Investor
Investor
3/1/2022
Processed
Non-Employee
Initial
3/1/2022
1,000
3/1/2022
no vest
37
1,000
37
0
100%
Series Seed Preferred
David Wallace - (3/1/2022)
Equity
Jo Bennett
Investor
Investor
3/1/2022
Processed
Non-Employee
Initial
3/1/2022
15,424
3/1/2022
no vest
37
15,424
37
0
100%
Series Seed Preferred
Jo Bennett - (3/1/2022)
Equity
Michael Scott
CEO
Exec
5/1/2023
Awaiting Board Approval
Active
Refresh
5/1/2027
5,000
5/1/2024
4yr; 1yr cliff
23
2,396
23
2,604
47.92%
Common
Michael Scott - (5/1/2023)
Equity
Jim Halpert
CTO
Engineering
5/1/2023
Awaiting Board Approval
Active
Refresh
5/1/2027
2,000
5/1/2024
4yr; 1yr cliff
23
958
23
1,042
47.92%
Common
Jim Halpert - (5/1/2023)
Equity
Pam Beesly
Sales Manager
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
2,200
1/1/2023
4yr; 1yr cliff
39
1,788
39
413
81.25%
Pam Beesly - (1/1/2022)
Equity
Dwight Schrute
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
7,000
1/1/2023
4yr; 1yr cliff
39
5,688
39
1,313
81.25%
Dwight Schrute - (1/1/2022)
Equity
Angela Martin
Finance
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
5,000
1/1/2023
4yr; 1yr cliff
39
4,063
39
938
81.25%
Angela Martin - (1/1/2022)
Equity
Andy Bernard
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
4,000
1/1/2023
4yr; 1yr cliff
39
3,250
39
750
81.25%
Andy Bernard - (1/1/2022)
Equity
Stanley Hudson
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
4,000
1/1/2023
4yr; 1yr cliff
39
3,250
39
750
81.25%
Stanley Hudson - (1/1/2022)
Equity
Kevin Malone
Finance
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
4,000
1/1/2023
4yr; 1yr cliff
39
3,250
39
750
81.25%
Kevin Malone - (1/1/2022)
Equity
Oscar Martinez
Finance
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
4,000
1/1/2023
4yr; 1yr cliff
39
3,250
39
750
81.25%
Oscar Martinez - (1/1/2022)
Equity
Meredith Palmer
Support
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
5,000
1/1/2023
4yr; 1yr cliff
39
4,063
39
938
81.25%
Meredith Palmer - (1/1/2022)
Equity
Phyllis Vance
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
3,000
1/1/2023
4yr; 1yr cliff
39
2,438
39
563
81.25%
Phyllis Vance - (1/1/2022)
Equity
Ryan Howard
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
2,500
1/1/2023
4yr; 1yr cliff
39
2,031
39
469
81.25%
Ryan Howard - (1/1/2022)
Equity
Kelly Kapoor
Support
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
2,500
1/1/2023
4yr; 1yr cliff
39
2,031
39
469
81.25%
Kelly Kapoor - (1/1/2022)
Equity
Creed Bratton
Support
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
2,500
1/1/2023
4yr; 1yr cliff
39
2,031
39
469
81.25%
Creed Bratton - (1/1/2022)
Equity
Darryl Philbin
Sales
Sales
1/1/2022
Processed
Active
Initial
1/1/2026
2,500
1/1/2023
4yr; 1yr cliff
39
2,031
39
469
81.25%
Darryl Philbin - (1/1/2022)
Equity
Toby Flenderson
HR
Operations
1/1/2022
Processed
Active
Initial
1/1/2026
7,000
1/1/2023
4yr; 1yr cliff
39
5,688
39
1,313
81.25%
Toby Flenderson - (1/1/2022)
Equity
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