What the workbook includes
- Grant-by-grant register for RSUs, options, ESPP shares, and bonuses
- Vesting timeline with grant, vest, separation, and sale dates
- Withholding and brokerage-lot record that keeps tax documents together
- Document index for award agreements, pay statements, 1099s, and account statements
- Question list for a Washington attorney, CDFA, CPA, or financial planner
- Plain-language boundaries explaining what the organizer cannot classify or predict