Calculate the current and projected value of your employee stock options. Supports ISOs and NSOs with tax estimation.
5,000 options vested
| Intrinsic Value/Share | $15.00 |
| Total Options (all) Value | $150,000 |
| Vested Options Value | $75,000 |
| ISO (no tax at exercise) | $0 |
| Vested After-Tax Value | $75,000 |
| Exercise Cost (5,000 ร $5) | $25,000 |
| Projected Value at $50/share | $450,000 |
Instant delivery ยท No spam ยท Unsubscribe anytime
No spam, ever. We only email you about topics you care about. Unsubscribe anytime.
Intrinsic Value = (Current Price โ Strike) ร Shares
Vested Value = Intrinsic ร Vested %
NSO After-Tax = Vested Value ร (1 โ Tax Rate)
Stock options give you the right to buy shares at a fixed price (strike price). If the stock rises above strike price, you profit from the difference.
ISOs (Incentive Stock Options) have favorable tax treatment but come with AMT risk. NSOs (Non-Qualified Stock Options) are taxed as ordinary income when exercised.
Intrinsic value = (Current Price โ Strike Price) ร Number of Options. Multiply by vesting percentage for vested value.
Unvested options are typically forfeited. Vested options must usually be exercised within 90 days of leaving (for ISOs) or they expire.
Calculations are for educational purposes only. Consult a qualified financial advisor for personalized advice.