Multi-Year ISO Exercise Schedule Calculator
Open →Plan AXT INC ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →Public. Plan AMT, exercise tax, and sell-vs-hold decisions around current trading price. Calculator inputs are yours.
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Plan AXT INC ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →Left AXT INC with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
AXT INC NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: NSO exercise: sell now or hold for long-term capital gains? →Should you sell AXT INC RSUs at vest or hold? Compare after-tax payout across the 12-month LTCG cliff.
Deep dive: Sell RSUs at vest or hold? And why 22% withholding isn't enough →Quantify AXTI concentration risk: drawdown impact at 30 / 50 / 70%, sell-down vs. hedge trade-off, tax-aware.
Deep dive: How much of your net worth should be in one stock? →Hedge a AXTI position: protective put, zero-cost collar, or put spread pricing off the current option chain. Annual cost, max loss, upside cap, tax notes.
Deep dive: How a zero-cost collar works on concentrated stock →Sell AXTI stock to fund a goal (house, tuition, sabbatical): the minimum-tax schedule to net a target cash amount by a date, across tax years.
Deep dive: Cashing out stock for a goal? Convert your risk tolerance into cash. →Don't work at AXT INC? Find another company.
AXT INC trades publicly (AXTI), so every calculator below prices off the live AXTI price — no 409A estimate required. If you hold AXT INC equity (incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs)), your after-tax outcome turns on a few linked decisions.
The tools below model each of these: whether exercising ISOs triggers the alternative minimum tax (AMT) this year, and the share count that keeps you under the crossover, whether to sell RSUs at vest or hold for long-term capital-gains treatment, and how much AXTI concentration to carry versus diversify or hedge.
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OptionsAhoy plans your AXT INC equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.