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The Ultimate Coda Handbook for People & HR Teams
Setup
Transactions
Transactions 2
Recipient
Type
Role
Department
Transaction Date
Status Transaction
Employee Status
Time
Salary ($)
Bonus ($)
Shares (Number)
Vesting Schedule
Months Vested
Shares Vested
Shares Unvested
Vested %
Shares Type
Michael Scott
4
Salary
CEO
Exec
1/1/2022
Processed
Active
Initial
$165,000
0
Equity
CEO
Exec
1/1/2022
Processed
Active
Initial
5,000,000
4yr; 1yr cliff
35
3,646,000
1,354,000
72.92%
Common
Salary
CEO
Exec
5/1/2023
Processed
Active
Refresh
$175,000
0
Equity
CEO
Exec
5/1/2023
Awaiting Board Approval
Active
Refresh
500,000
4yr; 1yr cliff
19
197,900
302,100
39.58%
Common
Jim Halpert
4
Salary
CTO
Engineering
3/1/2022
Processed
Active
Initial
$165,000
0
Equity
CTO
Engineering
3/1/2022
Processed
Active
Initial
3,200,000
4yr; 1yr cliff
33
2,200,000
1,000,000
68.75%
Common
Salary
CTO
Engineering
5/1/2023
Processed
Active
Refresh
$170,000
0
Equity
CTO
Engineering
5/1/2023
Awaiting Board Approval
Active
Refresh
250,000
4yr; 1yr cliff
19
98,950
151,050
39.58%
Common
ABC Investor
1
Equity
Investor
Investor
3/1/2022
Processed
Non-Employee
Initial
1,850,926
no vest
33
1,850,926
0
100%
Series Seed Preferred
C3 Angels
1
Equity
Investor
Investor
3/1/2022
Processed
Non-Employee
Initial
15,424
no vest
33
15,424
0
100%
Series Seed Preferred
Jan Levinson
1
Salary
CTO
Engineering
1/1/2022
Processed
Inactive
Initial
$165,000
0
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