Calculators

We offer a number of calculators to help you make decisions about your equity compensation and stock options. We’re always working on new ones!

Incentive Stock Option – AMT Calculator

This calculator can be used to estimate the amount of AMT you may incur if you exercise and hold incentive stock options past the calendar year-end. Please choose the year you’d like to calculate below:

Non-Qualified Stock Option Calculator

This calculator can be used to estimate the number of shares you may own after you do a cashless exercise (net-exercise) of non-qualified stock options. Please choose the year you’d like to calculate below:

Incentive Stock Option – AMT Crossover Calculator

This calculator can be used to estimate the amount of incentive stock option bargain element you may be able to exercise and hold in a given year and not pay AMT. Please choose the year you’d like to calculate below:

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