Vesting calendar

Each grant carries its own vesting schedule, but the question you actually ask is “who vests next, and when?” The vesting calendar answers it in one place — a company-wide, time-ordered list of upcoming vesting events across every active grant.

You define a vesting schedule per grant when you issue it (see Options & vesting). The calendar doesn’t add anything to configure — it simply projects those schedules forward and shows what’s about to vest, so you can see a cliff coming or reconcile a refresh grant before it lands.

Open the calendar

Open Vesting under the Company group in the left-column navigation. It’s a read-only view available to editors and admins. Each event lists the date, the holder (linked to their detail page), the grant, the number of shares vesting, and a Cliff tag when that event is the grant’s cliff.

The 30 / 90 / 365-day window

A toggle switches the horizon between the next 30, 90, or 365 days — 90 days by default. The heading tallies how many events fall in the window, so “nothing vests this quarter” is as clear an answer as a full list.

What it reads

The calendar covers every outstanding option grant, RSU, and RSA. Options and RSUs on the standard schedule use their grant’s clock (or a four-year / one-year-cliff default if none is set); RSAs appear only when an explicit schedule was recorded at issuance, since a purchase with no schedule is already fully vested. A terminated holder’s grant stops accruing at their termination date, so nothing vests past it.

Adding vesting to shares already issued

Founder shares issued without a schedule read as fully vested, because that is what the records say. If those shares are in fact subject to a vesting arrangement — a Restricted Stock Purchase Agreement, sometimes called reverse vesting — you can record it after the fact. Open Update cap table, choose Vesting schedules, and use Add vesting to issued shares.

A live line under the form shows what the schedule will say the moment you save it — for example “3,000,000 of 8,000,000 vested today (37.5%)”, or “0 vested — nothing vests until the cliff on 15 March 2027”. Time already served counts: a founder eighteen months into a four-year schedule reads as eighteen months vested, not back at zero.

Nobody’s ownership percentage changes. Restricted stock is issued, outstanding and voting whether or not it has vested, so the cap-table totals are identical before and after. What changes is that the holding now shows a vested / unvested split on the holder’s detail page, in their stakeholder portal, and on this calendar. Because holders can see it, tell them before you record it.

Recording the schedule is not the same as filing an 83(b) election. The 83(b) window is 30 days from the original purchase, so for shares issued a while ago it has already closed — record what actually happened under 83(b) elections rather than letting us guess. And this records history rather than rewriting it: the underlying share issuance is untouched, and who added the schedule, when, and from what date is kept in your change log.