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Template

ESOP Tracker Template

Track every employee stock option grant — grant date, vesting schedule, exercise price and how many options have vested and been exercised.

ESOP TRACKER

Company: [Pvt Ltd Name]  |  ESOP Pool: [10,000 options]  |  As on [DD/MM/YYYY]

Emp IDEmployee NameGrant DateOptions GrantedExercise Price (₹)Vesting ScheduleVested to DateExercisedUnvested
[E01][Employee A][01/04/2024][1,200][10][1-yr cliff, 25% p.a. over 4 yrs][300][0][900]
[E02][Employee B][01/07/2023][600][10][25% p.a. over 4 yrs][300][150][300]
[E03][Employee C][01/10/2024][400][25][Monthly over 48 months][50][0][350]
 Total [2,200]  [650][150][1,550]

How to use: Add one row per grant, using the vesting schedule to compute vested options as of today. On exercise, the difference between fair value and exercise price is a perquisite taxable in the employee’s hands (with deferral relief for eligible DPIIT startups u/s 192(1C)). Keep this tracker reconciled with your ESOP pool and cap table.

Before you use it — fill in / check

  • Employee ID & name
  • Grant date
  • Options granted
  • Exercise price
  • Vesting schedule
  • Vested to date
  • Exercised
  • Unvested balance

How to use this template

  1. Read through and replace every [bracketed] or blank placeholder with your actual details.
  2. Delete any clause that doesn't apply and add anything specific to your situation.
  3. Click Print / Save as PDF to download, or Copy text to paste into your letterhead.
  4. Get it signed / stamped / notarised as required, and keep a copy for your records.

This is a general, editable template for convenience only — not legal advice. For anything material, have a professional review it. TaxClue isn't liable for how it's used.