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Stock Options Ledger

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The Stock Options Ledger is designed to provide a convenient, electronic means for tracking and managing an individual's stock options. The Stock Options Ledger can be used to track multiple stock options contracts from multiple companies. Certain entries are automatically calculated, eliminating the risk of error. The user should enter the number of shares issued, issue date, vesting date, expiration date, and quantity of shares exercised. The spreadsheet will calculate expired shares and remaining shares under the options plan.

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									STOCK OPTIONS LEDGER
COMPANY #1:             ABC COMPANY
Stock Symbol:                ABC
                                                                       Qty of Shares                                     Remaining
  Total Shares Issued    Issue Date   Vested Date   Expiration Date                    Expired Shares Cancelled Shares
                                                                         Exercised                                         Shares
        5,000             21-Jan-08    21-Jan-11       1-Sep-13            1,500             0               0              3,500
        3,000                                                                                                               3,000
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
        8,000                                                              1,500            0                0              6,500
COMPANY #2:             BBC COMPANY
Stock Symbol:                BBC
                                                                       Qty of Shares                                     Remaining
  Total Shares Issued    Issue Date   Vested Date   Expiration Date                    Expired Shares Cancelled Shares
                                                                         Exercised                                         Shares
        10,000            21-Jan-00    21-Jan-05       1-Sep-10           10,000            0                0               0
         3,000            21-Jan-04    21-Jan-06       1-Sep-08            1,500          1,500                              0
                                                                                                                             0
                                                                                                                             0
                                                                                                                             0
                                                                                                                             0
                                                                                                                             0
        13,000                                                            11,500          1,500              0               0
COMPANY #3:             CBC COMPANY
Stock Symbol:                CBC

                                                                       Qty of Shares                                     Remaining
  Total Shares Issued    Issue Date   Vested Date   Expiration Date                    Expired Shares Cancelled Shares
                                                                         Exercised                                         Shares
        25,000           15-Aug-10     21-Jan-13       1-Sep-15              0               0               0             25,000
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
                                                                                                                              0
        25,000                                                               0               0             25,000          25,000


                                                       Last Updated on 4/10/2013
								
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