Shareworks · Schema

Plan Summary Response

List of summary information for all plans for the company

Equity CompensationStock OptionsRSUESPPEmployee EquityFinancial ServicesMorgan StanleyEquity AdministrationPrivate CompaniesPublic Companies

Properties

Name Type Description
planId integer Identifier for the company plan
planName string Name for the company plan
planApprovalDate string Approval date for the plan
totalReservedShares number Total number of shares reserved for the plan
totalGrantedShares number Total number of shares granted to stakeholders under the plan
totalExercisedShares number Total number of granted shares exercised by the stakeholders
totalRepurchasedShares number Total number of exercised shares repurchased back
totalCancelledShares number Total number of shares cancelled for the plan
totalOutstandingShares number Total number of shares outstanding for the plan
totalSharesRemainingForIssuance number Total number of shares for the plan that are remaining to be issued to stakeholders
governingLaw string Governing law for the plan
approved boolean Approval status of the plan
numberOfGrants integer The total number of grants issued under the plan
View JSON Schema on GitHub

JSON Schema

PlanSummaryDetails.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/shareworks/main/json-schema/PlanSummaryDetails.json",
  "title": "Plan Summary Response",
  "required": [
    "approved",
    "governingLaw",
    "numberOfGrants",
    "planApprovalDate",
    "planId",
    "planName",
    "totalCancelledShares",
    "totalExercisedShares",
    "totalGrantedShares",
    "totalOutstandingShares",
    "totalRepurchasedShares",
    "totalReservedShares",
    "totalSharesRemainingForIssuance"
  ],
  "type": "object",
  "properties": {
    "planId": {
      "type": "integer",
      "description": "Identifier for the company plan",
      "format": "int32"
    },
    "planName": {
      "type": "string",
      "description": "Name for the company plan"
    },
    "planApprovalDate": {
      "type": "string",
      "description": "Approval date for the plan",
      "format": "date"
    },
    "totalReservedShares": {
      "type": "number",
      "description": "Total number of shares reserved for the plan",
      "format": "double"
    },
    "totalGrantedShares": {
      "type": "number",
      "description": "Total number of shares granted to stakeholders under the plan",
      "format": "double"
    },
    "totalExercisedShares": {
      "type": "number",
      "description": "Total number of granted shares exercised by the stakeholders",
      "format": "double"
    },
    "totalRepurchasedShares": {
      "type": "number",
      "description": "Total number of exercised shares repurchased back",
      "format": "double"
    },
    "totalCancelledShares": {
      "type": "number",
      "description": "Total number of shares cancelled for the plan",
      "format": "double"
    },
    "totalOutstandingShares": {
      "type": "number",
      "description": "Total number of shares outstanding for the plan",
      "format": "double"
    },
    "totalSharesRemainingForIssuance": {
      "type": "number",
      "description": "Total number of shares for the plan that are remaining to be issued to stakeholders",
      "format": "double"
    },
    "governingLaw": {
      "type": "string",
      "description": "Governing law for the plan",
      "enum": [
        "CA_AB",
        "CA_BC",
        "CA_MB",
        "CA_NB",
        "CA_NL",
        "CA_NS",
        "CA_NT",
        "CA_NU",
        "CA_ON",
        "CA_PE",
        "CA_QC",
        "CA_SK",
        "CA_YT",
        "US_AK",
        "US_AL",
        "US_AR",
        "US_AZ",
        "US_CA",
        "US_CO",
        "US_CT",
        "US_DC",
        "US_DE",
        "US_FL",
        "US_GA",
        "US_HI",
        "US_IA",
        "US_ID",
        "US_IL",
        "US_IN",
        "US_KS",
        "US_KY",
        "US_LA",
        "US_MA",
        "US_MD",
        "US_ME",
        "US_MI",
        "US_MN",
        "US_MO",
        "US_MS",
        "US_MT",
        "US_NC",
        "US_ND",
        "US_NE",
        "US_NH",
        "US_NJ",
        "US_NM",
        "US_NV",
        "US_NY",
        "US_OH",
        "US_OK",
        "US_OR",
        "US_PA",
        "US_RI",
        "US_SC",
        "US_SD",
        "US_TN",
        "US_TX",
        "US_UT",
        "US_VA",
        "US_VT",
        "US_WA",
        "US_WI",
        "US_WV",
        "US_WY",
        "US_AA",
        "US_AE",
        "US_AP",
        "AS",
        "GU",
        "MP",
        "PR",
        "VI",
        "AU_ACT",
        "AU_NSW",
        "AU_NT",
        "AU_QLD",
        "AU_SA",
        "AU_TAS",
        "AU_VIC",
        "AU_WA",
        "DE_BW",
        "DE_BY",
        "DE_BE",
        "DE_BB",
        "DE_HB",
        "DE_HH",
        "DE_HE",
        "DE_MV",
        "DE_NI",
        "DE_NW",
        "DE_RP",
        "DE_SL",
        "DE_SN",
        "DE_ST",
        "DE_SH",
        "DE_TH",
        "CH_ZH",
        "CH_BE",
        "CH_LU",
        "CH_UR",
        "CH_SZ",
        "CH_OW",
        "CH_NW",
        "CH_GL",
        "CH_ZG",
        "CH_FR",
        "CH_SO",
        "CH_BS",
        "CH_BL",
        "CH_SH",
        "CH_AR",
        "CH_AI",
        "CH_SG",
        "CH_GR",
        "CH_AG",
        "CH_TG",
        "CH_TI",
        "CH_VD",
        "CH_VS",
        "CH_NE",
        "CH_GE",
        "CH_JU",
        "IT_21",
        "IT_23",
        "IT_25",
        "IT_32",
        "IT_34",
        "IT_36",
        "IT_42",
        "IT_45",
        "IT_52",
        "IT_55",
        "IT_57",
        "IT_62",
        "IT_65",
        "IT_67",
        "IT_72",
        "IT_75",
        "IT_77",
        "IT_78",
        "IT_82",
        "IT_88"
      ]
    },
    "approved": {
      "type": "boolean",
      "description": "Approval status of the plan"
    },
    "numberOfGrants": {
      "type": "integer",
      "description": "The total number of grants issued under the plan",
      "format": "int32"
    }
  },
  "description": "List of summary information for all plans for the company"
}