Long-Term Incentive (LTI) Value Calculator
ANA›Life Services Authority›National Calculator Authority›Long-Term Incentive (LTI) Value Calculator
.calc-container { max-width: 640px; margin: 2rem 0; padding: 1.5rem; background: #fff; border: 1px solid #ddd; border-radius: 8px; box-shadow: 0 1px 3px rgba(0,0,0,0.06); font-family: system-ui, -apple-system, sans-serif; } .calc-container h3 { font-family: Georgia, serif; font-size: 1.15rem; color: #1a1a1a; margin-bottom: 1rem; padding-bottom: 0.5rem; border-bottom: 2px solid var(--ac, #3d5a80); } .calc-row { display: flex; align-items: center; gap: 0.75rem; margin-bottom: 0.75rem; flex-wrap: wrap; } .calc-row label { min-width: 160px; font-size: 0.9rem; color: #333; font-weight: 500; } .calc-row input[type="number"], .calc-row select { flex: 1; min-width: 120px; max-width: 200px; padding: 0.5rem 0.6rem; border: 1px solid #ccc; border-radius: 4px; font-size: 0.9rem; font-family: system-ui, sans-serif; color: #1a1a1a; background: #fafaf8; } .calc-row input:focus, .calc-row select:focus { outline: none; border-color: var(--ac, #3d5a80); box-shadow: 0 0 0 2px rgba(26,74,138,0.12); } .calc-row .unit { font-size: 0.82rem; color: #888; min-width: 30px; } .calc-btn { display: inline-block; margin-top: 0.5rem; padding: 0.55rem 1.5rem; background: var(--ac, #3d5a80); color: #fff; border: none; border-radius: 4px; font-size: 0.9rem; font-weight: 600; cursor: pointer; font-family: system-ui, sans-serif; } .calc-btn:hover { opacity: 0.9; } .calc-result { margin-top: 1.25rem; padding: 1rem 1.25rem; background: #f0f6fc; border-left: 3px solid var(--ac, #3d5a80); border-radius: 0 6px 6px 0; display: none; } .calc-result.visible { display: block; } .calc-result-label { font-size: 0.78rem; text-transform: uppercase; letter-spacing: 0.06em; color: #666; margin-bottom: 0.25rem; } .calc-result-value { font-size: 1.6rem; font-weight: 700; color: var(--ac, #3d5a80); } .calc-result-detail { font-size: 0.85rem; color: #555; margin-top: 0.5rem; line-height: 1.5; } .calc-note { margin-top: 1rem; font-size: 0.8rem; color: #888; font-style: italic; } .calc-grid { display: grid; grid-template-columns: 1fr 1fr; gap: 0.75rem; margin-top: 0.75rem; } .calc-grid-item { padding: 0.6rem 0.8rem; background: #f8f9fa; border-radius: 4px; border: 1px solid #eee; } .calc-grid-item .label { font-size: 0.75rem; color: #888; text-transform: uppercase; letter-spacing: 0.04em; } .calc-grid-item .value { font-size: 1.1rem; font-weight: 600; color: #1a1a1a; } @media (max-width: 720px) { .calc-row { flex-direction: column; align-items: flex-start; gap: 0.3rem; } .calc-row label { min-width: auto; } .calc-row input[type="number"], .calc-row select { max-width: 100%; width: 100%; } .calc-grid { grid-template-columns: 1fr; } } .calc-chart { margin: 1rem 0; text-align: center; } .calc-chart svg { max-width: 100%; height: auto; } .calc-chart-legend { display: flex; flex-wrap: wrap; justify-content: center; gap: 0.6rem 1.2rem; margin-top: 0.6rem; font-size: 0.8rem; color: #555; } .calc-chart-legend span { display: inline-flex; align-items: center; gap: 0.3rem; } .calc-chart-legend i { display: inline-block; width: 10px; height: 10px; border-radius: 2px; font-style: normal; } .calc-related { max-width: 640px; margin: 2rem 0 1rem; padding: 1.25rem 1.5rem; background: #f8f9fa; border: 1px solid #e8e8e8; border-radius: 8px; } .calc-related h3 { font-family: Georgia, serif; font-size: 1rem; color: #1a1a1a; margin: 0 0 0.75rem; padding-bottom: 0.4rem; border-bottom: 2px solid var(--ac, #3d5a80); } .calc-related-list { list-style: none; padding: 0; margin: 0 0 0.75rem; display: grid; grid-template-columns: 1fr 1fr; gap: 0.4rem 1.5rem; } .calc-related-list li a { font-size: 0.88rem; color: var(--ac, #3d5a80); text-decoration: none; } .calc-related-list li a:hover { text-decoration: underline; } .calc-browse-all { margin: 0.5rem 0 0; font-size: 0.9rem; font-weight: 600; } .calc-browse-all a { color: var(--ac, #3d5a80); text-decoration: none; } .calc-browse-all a:hover { text-decoration: underline; } @media (max-width: 720px) { .calc-related-list { grid-template-columns: 1fr; } }
Long-Term Incentive (LTI) Value Calculator
Estimate the projected value of your Long-Term Incentive (LTI) awards — including Restricted Stock Units (RSUs), Stock Options, and Performance Shares — based on grant details, vesting schedules, and assumed stock price growth.
### Grant Details
LTI Award Type
Restricted Stock Units (RSUs) Stock Options Performance Shares
Number of Shares / Units Granted
Current Stock Price (USD)
Strike / Exercise Price (USD) (Options only)
Performance Multiplier (%) (e.g. 100 = target, 200 = max)
### Vesting Schedule
Total Vesting Period (Years)
Cliff Period (Years)
Vesting Schedule Type
Graded (Equal Annual Tranches) Cliff (All at End) Back-Loaded (25/25/25/25 → 10/20/30/40)
### Growth & Tax Assumptions
Expected Annual Stock Price Growth (%)
Marginal Tax Rate (%)
Discount Rate / Hurdle Rate (%) (for NPV)
Calculate LTI Value
#### Formulas Used
RSU Gross Value at Vesting (Year t):
Valuet = Sharest × P0 × (1 + g)t
Stock Option Intrinsic Value at Vesting (Year t):
Valuet = Sharest × max(0, P0 × (1 + g)t − Strike)
Performance Share Value:
Valuet = Sharest × (Multiplier / 100) × P0 × (1 + g)t
After-Tax Value:
After-Tax Valuet = Valuet × (1 − Tax Rate)
Net Present Value (NPV) of After-Tax Cash Flows:
NPV = Σ [ After-Tax Valuet / (1 + r)t ]
Where: P0 = current stock price, g = annual growth rate, r = discount rate, t = year of vesting
#### Assumptions & References
function lonToggleFields() { var type = document.getElementById('lon-lti-type').value; document.getElementById('lon-strike-group').style.display = (type === 'option') ? 'block' : 'none'; document.getElementById('lon-perf-group').style.display = (type === 'performance') ? 'block' : 'none'; }
function lonGetVestingSchedule(totalShares, vestingYears, cliffYears, vestingType) { // Returns array of {year, shares} objects var schedule = []; if (vestingType === 'cliff') { schedule.push({ year: vestingYears, shares: totalShares }); } else if (vestingType === 'graded') { var yearsAfterCliff = vestingYears - cliffYears; if (yearsAfterCliff 300)) errors.push("Performance multiplier must be between 0% and 300%."); if (isNaN(vestingYears) || vestingYears 10) errors.push("Vesting period must be between 1 and 10 years."); if (isNaN(cliffYears) || cliffYears = vestingYears) errors.push("Cliff period must be less than total vesting period."); if (isNaN(growthRate)) errors.push("Annual stock price growth rate is required."); if (isNaN(taxRate) || taxRate 60) errors.push("Tax rate must be between 0% and 60%."); if (isNaN(discountRate) || discountRate 50) errors.push("Discount rate must be between 0% and 50%.");
if (errors.length > 0) { resultDiv.style.display = 'block'; resultDiv.innerHTML = 'Please fix the following:' + errors.map(function(e){ return ''; }).join('') + ''; return; }
var g = growthRate / 100; var r = discountRate / 100; var tax = taxRate / 100;
var schedule = lonGetVestingSchedule(grantShares, vestingYears, cliffYears, vestingType);
var totalGross = 0; var totalAfterTax = 0; var totalNPV = 0; var tableRows = '';
for (var i = 0; i ' + 'Year ' + t + '' + '' + shares.toLocaleString('en-US', {maximumFractionDigits: 1}) + '' + '$' + projectedPrice.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '$' + grossValue.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '$' + afterTaxValue.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '$' + npvValue.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + ''; }
var grantDateValue = 0; if (type === 'rsu') { grantDateValue = grantShares * currentPrice; } else if (type === 'option') { grantDateValue = grantShares * Math.max(0, currentPrice - strikePrice); } else if (type === 'performance') { grantDateValue = grantShares * (perfMult / 100) * currentPrice; }
var typeLabel = type === 'rsu' ? 'RSU' : type === 'option' ? 'Stock Option' : 'Performance Share'; var uplift = totalGross - grantDateValue; var upliftPct = grantDateValue > 0 ? (uplift / grantDateValue * 100) : 0;
resultDiv.style.display = 'block'; resultDiv.innerHTML = '### LTI Value Summary ' + '' + 'Award Type' + typeLabel + '' + 'Grant Date Value$' + grantDateValue.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + 'Total Projected Gross Value$' + totalGross.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + 'Total After-Tax Value$' + totalAfterTax.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + 'NPV of After-Tax Value$' + totalNPV.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + 'Price Appreciation Uplift$' + uplift.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + ' (' + upliftPct.toFixed(1) + '%)' + '' + '#### Vesting Schedule Breakdown ' + '' + '' + '' + 'Vesting YearShares VestingProjected Price' + 'Gross ValueAfter-Tax ValueNPV (After-Tax)' + '' + '' + tableRows + '' + '' + 'Total' + '$' + totalGross.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '$' + totalAfterTax.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '$' + totalNPV.toLocaleString('en-US', {minimumFractionDigits: 2, maximumFractionDigits: 2}) + '' + '' + '' + '* Projections are estimates based on assumed constant annual growth. Actual values will vary. Consult a financial advisor for tax and investment guidance.
'; }
// Initialize field visibility lonToggleFields();
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