Shareworks · Schema

Vesting Schedule Body

Equity CompensationStock OptionsRSUESPPEmployee EquityFinancial ServicesMorgan StanleyEquity AdministrationPrivate CompaniesPublic Companies

Properties

Name	Type	Description
vestingScheduleName	string	Name for the vesting schedule
vestingScheduleDescription	string	Sentence(s) for describing the vesting schedule
vestingBasis	string	Basis type to specify how the vesting start date is determined
vestingBasisSpecifiedDate	string	Date to be used as vesting start date for all grants/certificates using the schedule, only set when vestingBasis is SPECIFIED_DATE
vestingScheduleAllocationType	string	Strategy for determination allocation of uneven tranches
wholeUnitVesting	boolean	Whether fractional vesting tranches are disallowed (value 'true' indicates the allocation strategy will be used)
vestingScheduleRows	array	List of all rows/tranches for the vesting schedule

View JSON Schema on GitHub

JSON Schema

{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/shareworks/main/json-schema/VestingScheduleCrudRequest.json",
  "title": "Vesting Schedule Body",
  "required": [
    "vestingBasis",
    "vestingScheduleDescription",
    "vestingScheduleName",
    "vestingScheduleRows",
    "wholeUnitVesting"
  ],
  "type": "object",
  "properties": {
    "vestingScheduleName": {
      "type": "string",
      "description": "Name for the vesting schedule"
    },
    "vestingScheduleDescription": {
      "type": "string",
      "description": "Sentence(s) for describing the vesting schedule"
    },
    "vestingBasis": {
      "type": "string",
      "description": "Basis type to specify how the vesting start date is determined",
      "enum": [
        "GRANT_DATE",
        "GRANT_VESTING_START_DATE",
        "SPECIFIED_DATE",
        "OTHER"
      ]
    },
    "vestingBasisSpecifiedDate": {
      "type": "string",
      "description": "Date to be used as vesting start date for all grants/certificates using the schedule, only set when vestingBasis is SPECIFIED_DATE",
      "format": "date"
    },
    "vestingScheduleAllocationType": {
      "type": "string",
      "description": "Strategy for determination allocation of uneven tranches",
      "enum": [
        "CUMULATIVE_ROUNDING",
        "CUMUL_ROUND_V2",
        "CUMULATIVE_ROUND_DOWN",
        "FRONT_LOADED",
        "FRONT_LOADED_TO_SINGLE_TRANCHE",
        "BACK_LOADED",
        "BACK_LOADED_TO_SINGLE_TRANCHE",
        "OTHER"
      ]
    },
    "wholeUnitVesting": {
      "type": "boolean",
      "description": "Whether fractional vesting tranches are disallowed (value 'true' indicates the allocation strategy will be used)"
    },
    "vestingScheduleRows": {
      "type": "array",
      "description": "List of all rows/tranches for the vesting schedule",
      "items": {
        "$ref": "#/components/schemas/VestingScheduleRowRequest"
      }
    }
  }
}