first name

First and middle names of recipient

last name

Last name of recipient

corporate name

Company name of recipient, instead of the first and last name

email

Email of recipient

number of shares
The total number of shares in the distribution

criteria

The criteria for the distribution (optional)

accepted date

When the distribution was accepted (leave empty if not yet accepted)

agreement date

When the distribution was agreed (leave empty if not yet agreed)

exercise by date

When the distribution must be exercised by (for exit-only leave empty)

exercise price

The price to buy the shares at when they exercise

vesting date 1

When the distribution will vest, or if using a schedule, the date of the first schedule

vesting shares 1

The number of shares in the distribution, or if using a manual schedule, the number of shares to vest in the first schedule

vesting date 2

The date of the second schedule (only required if using a schedule)

vesting shares 2

The number of shares to vest in the second schedule (only required if using a schedule)

[repeat as necessary]

These column pairs may be repeated for as many schedule periods as are required

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