Are the option counts grouped by Stock Plan or by underlying instrument?

[pjohnmeyer]

In v0.4 of the reference Stakeholder Snapshot sheet, the "Stock Options" column looks like this:

but the name of the stock plan on the Context sheet is "Startup, Inc.2018 Stock Plan"

Does the header imply that we group all options by underlying instrument, and not stock plan? In other words, if there were two Stock Plans that both convert to Class A Common, would there be one "Class A Common" column on the Stakeholder Snapshot sheet that lumps both together, or would there be a separate column for each Stock Plan?

[pjohnmeyer]

@daviidy tagging you on this because it is relevant to #17 that you are working on right now. For now continue doing one column per stock plan but be aware that this change might be coming.

[dbierut]

The LFWG had proposed organizing the option details by each separate Plan in the Summary Snapshot page - if the company had two separate equity incentive plans, we'd have bold headings for each and have a breakdown of outstanding + available for the different securities authorized under that specific plan.

That being the case, it makes sense to me to organize the Stakeholder Snapshot the same way - e.g. a column for 2018 Plan Class A Common Stock Options; then separate column for 2020 Plan Class A Common Stock Options; a separate column for 2020 Plan Class B Common Options (if applicable); and so on.

[pjohnmeyer]

Great; we are implementing it this way in #17 and #18 already.