Entity pillar · v0.16.0

option-plan OptionPlan

Employee equity plan record.

$id · https://corpospec.com/schemas/v0.16.0/option-plan.schema.json

Fields

Field Type Required Description
change_of_control_treatment ChangeOfControlTreatment yes Change-of-control treatment.
early_exercise_allowed boolean yes Whether early exercise is allowed.
effective_from IsoDate yes ISO 8601 date (YYYY-MM-DD).
entity PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
exercise_window_post_termination_months integer yes Default exercise window after termination (months).
governing_jurisdiction IsoCountry yes ISO 3166-1 alpha-2 country code.
id PathRef yes Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
name string yes
plan_type OptionPlanType yes Plan type.
pool_reference_basis PoolReferenceBasis yes Basis the pool size is measured against.
status OptionPlanStatus yes Plan status.
strike_price_basis StrikePriceBasis yes Strike-price basis at grant.
tax_treatment TaxTreatmentTable yes Per-event tax-treatment table.
vesting_default DefaultVesting yes Vesting schedule default for the plan.
clawback_provisions string?
conversion_at_flip FlipConversion? Behaviour at corporate-form conversion (BDR 0042 C-Corp flip).
governing_resolution PathRef? PathRef into the governing Gesellschafterbeschluss.
pool_size_pct number? Pool as percentage of fully-diluted shares.
pool_size_shares integer? Pool size in absolute shares.
superseded_by PathRef?
transfer_restrictions string?

Definitions

Shared types referenced within this schema.

ChangeOfControlTreatment
Change-of-control treatment.
DefaultVesting
Vesting schedule default for the plan.
type: object
FlipConversion
Conversion behaviour when the parent entity flips legal form (e.g. BDR 0042 GmbH → Delaware C-Corp).
type: object
IsoCountry
ISO 3166-1 alpha-2 country code.
pattern: ^[A-Z]{2}$
IsoDate
ISO 8601 date (YYYY-MM-DD).
type: string
OptionPlanStatus
Plan status.
enum: "draft", "active", "frozen", "terminated"
OptionPlanType
Plan type.
PathRef
Path-based cross-reference relative to .corpospec/ root. Pattern: `^[a-z0-9_-]+(/[a-z0-9_.-]+)+$`
pattern: ^[a-z0-9_-]+(/[a-z0-9_.-]+)+$
PoolReferenceBasis
Basis the pool size is measured against.
enum: "current_outstanding", "post_money_fully_diluted", "pre_money_fully_diluted"
StrikePriceBasis
Strike-price basis at grant.
TaxTreatmentEntry
Per-event tax-treatment table entry.
type: object
TaxTreatmentTable
Per-event tax-treatment table.
type: object

Reference in your YAML

# yaml-language-server: $schema=https://corpospec.com/schemas/v0.16.0/option-plan.schema.json