Equity grants can be distributed to employees at various points of their lifecycle. The most common grant is the initial one made to new hires when they first join, but equity can also be granted throughout the year—for example, as a reward to a high-performing employee, a refresher when their initial grant has vested, and more.

Because of the sporadic nature of such grants, it’s important for finance teams to be able to track just how much stock an employee has.

With this Recipe, you’ll be able to view a list of all your employees alongside details of their equity grants, such as the number of shares they’ve been granted, the total amount of shares vested versus outstanding, their first and last vesting dates, and more.

Want to include more employee details? As with all our report Recipes, you can customize this template with additional data, filters, grouping, and more to help you answer your specific questions.