Calculate ESPP value based on paycheck contributions.
This script helps calculate the expected values of Purchase Details fields as they appear on the Employee Stock Plan Purchase Confirmation document that one receives at the end of an ESPP period.
You need Python installed to run this script. It has no dependencies outside of the standard library.
Simply run the script with python espp.py and fill in the prompts.
$ python espp.py
What is the stock price today? $100.00
What was the stock price at the beginning of this ESPP period? $50.00
How much $ do you contribute to ESPP per paycheck? $250.00
Have you reduced your ESPP contribution in this period (y/N)? n
How much $ is carrying forward from a previous ESPP purchase period? $7.00
You have contributed $3257.00 to this ESPP period
Your purchase price is $42.50 per share
You have purchased 76 shares of RPD
For a total price of $3230.00
You have remaining $27.00 carrying forward to the next ESPP period
Your purchase is worth $7600.00 today
Your taxable gain is $4370.00Log in to ETRADE. Go to Stock Plan > My Account > Stock Plan Confirmations. Click Download on the rows where Benefit Type = ESPP.
What is the stock price today? = Purchase Confirmation > Purchase Details > Calculation of Shares Purchased > Purchase Value per Share
What was the stock price at the beginning of this ESPP period? = Purchase Confirmation > Purchase Details > Calculation of Shares Purchased > Grant Date Market Value
How much do you contribute to ESPP per paycheck? = Pay Statement > Deductions > Other > ESPP$
How much $ is carrying forward from a previous ESPP purchase period? = Purchase Confirmation > Purchase Details > Contributions > Previous Carry Forward
You have contributed $X to this ESPP period = Purchase Confirmation > Purchase Details > Contributions > Total Contributions
Your purchase price is $X per share = Purchase Confirmation > Purchase Details > Calculation of Shares Purchased > Purchase Price per Share (85% of $Y)
You have purchased X shares of RPD = Purchase Confirmation > Purchase Summary > Shares Purchased to Date in Current Offering > Shares Purchased
For a total price of $X = Purchase Confirmation > Purchase Details > Total Price
You have remaining $X carrying forward to the next ESPP period = Purchase Confirmation > Purchase Details > Carry Forward
Your purchase is worth $X today = Purchase Confirmation > Purchase Details > Calculation of Gain > Total Value
Your taxable gain is $X = Purchase Confirmation > Purchase Details > Calculation of Gain > Taxable Gain
During an ESPP purchase period, you have the option to reduce your per-paycheck contribution once, and also to subsequently stop your per-paycheck contribution. These changes can happen at any number pay cycle in the ESPP purchase period, and if you do not modify your contribution they do not happen at all.
To correctly calculate your total ESPP contribution, you must enter your per-paycheck contribution after each modification, as well as the number pay cycle upon which each modification took place.
If you do not wish for the script to derive your total ESPP contribution from your per-paycheck contributions, you can enter your final total ESPP contribution as a one-time lump sum.
How do I input my final total ESPP contribution for this period, instead of my contribution per paycheck?
Let X be your final total ESPP contribution for this period. Enter the following responses to each prompt.
How much $ do you contribute to ESPP per paycheck? $X
Have you reduced your ESPP contribution in this period (y/N)? YES
On what paycheck did you reduce your contribution (1-13)? 1
How much $ is your reduced ESPP contribution per paycheck? $0
Have you reduced your ESPP contribution a second time to zero in this period (y/N)? NO
How much $ is carrying forward from a previous ESPP purchase period? $0
Do not trust me. I am not a financial advisor. I am not liable for any decisions you make based on the values you put in to this script.
You should read the code before you use this script, it's short and well-commented.
This script is not officially distributed by Rapid7. This script is intended for personal use only.