Add Stock Plan History to Context Sheet

[pjohnmeyer]

Scope

v1.0 reference

Desired Outcome

Derived from STOCK_PLAN and TX_STOCK_PLAN_POOL_ADJUSTMENT objects.

"Initial adoption" rows are populated from the STOCK_PLAN:

• Plan name comes from the object
• date comes from the object
• Action = 'Initial adoption'
• Stockholder approval date comes from the object
• Number of shares comes from the object
• Total shares reserved comes from the object

"Increase/Decrease" rows are populated from TX_STOCK_PLAN_POOL_ADJUSTMENT and their associated STOCK_PLAN

• Plan name comes from the STOCK_PLAN
• date comes from the TX object
• Action = Dynamic based on new shares_reserved vs previous
• stockholder approval date comes from the TX object
• number of shares: Calculated delta between new total shares and previous total shares
• total shares reserved comes from the TX object

⚠️ Unknown: How are multiple stock plans ordered in this table?

To-Do

• Determine necessary in-tool calculations and document for review and approval
• ocf-package: Are the necessary OCF Files being processed?
• model: Are the necessary OCF Objects being consumed?
• Develop workbook against Model interfaces.
• Implement actual Model
• Integrate and test end-to-end