Input your stock option situation below to arm yourself with basic info.

Leave blank anything you don't know. Save your progress and come back anytime to fill in blanks.

These figures are just estimates and ARE NOT FINANCIAL ADVICE. Speak with your tax professional before taking any action.

(Beta designed only for ISO options in the state of California but may be applicable elsewhere)

Input your options

Grants

Grant 1
A share count is required.
$
Strike Price is required.
A share count is required.

Exercise Events

Exercise Event 1
A share count is required.
$

Sale Events

Sale Event 1
A share count is required.
$

Current Company Status

$
$
A share count is required.

Stats

At a Glance

Total Shares Granted

Percent of Shares Vested

Days until fully vested

Cost to exercise all unexercised currently vested shares

Shares currently available to exercise

Cost to exercise all currently available shares

Est. taxable income of exercising all currently available shares

Est. AMT tax cost of exercising all currently available shares (28%)

Next Vestiture

Date of next vestiture

Shares unlocked next vestiture

Cost to exercise next vestiture

Est. taxable income of exercising next vestiture

Est. AMT tax cost of Fully Exercising This Vestiture

Shares

Class Count %
Granted 0 0%
Not Yet Vested 0 0%
Vested 0 0%
Vested and Unxercised 0 0%
Vested and Exercised 0 0%
Owned 0 0%
Sold 0 0%

Costs

Cost To Exercise All Remaining Shares

Cost Already Spent Exercising

Total gains from sold shares

Hypothetical value of shares at last preferred price

Potential pre-tax value of all shares given hypothetical exit event value

What you should live your live assuming all your shares are worth

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