Vesting status for a specific employee
What I did: Had a termination to process and needed to know exactly how many shares had vested before I could finalize the separation agreement.
The prompt I used:
What is the current vesting status for [Employee Name] at [Company Name]? Show their total granted shares, vested to date, unvested, and any upcoming cliff or acceleration events.
How it works: Pulls the individual’s full grant history, calculates vested vs. unvested as of today, and surfaces any cliff dates or acceleration provisions that apply. Useful for terminations, offer negotiations, and severance calculations — anywhere you need an individual’s equity position quickly.
Result: The exact vesting numbers I needed for the separation agreement, plus confirmation that no double-trigger acceleration applied. Took less than a minute.