AMT + ISO Exercise Calculator
Open →Plan Harvey ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Harvey is pre-IPO. Plan your AMT and NSO exercise tax at any valuation: current 409A FMV, expected IPO price, or post-IPO scenarios.
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Plan Harvey ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: Four AMT mistakes you can still fix before December 31 →Left Harvey 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.
Harvey NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: Six NSO mistakes your tax advisor probably won't mention →Don't work at Harvey? Find another company.
Harvey is a privately held AI company, headquartered in San Francisco, CA.
Last reported secondary-market price: $27.61 per share (as of 2026-06-14). Your own 409A may differ.
$11B Mar 2026; legal AI.
Equity grants at Harvey typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Winston Weinberg, a securities litigator at O'Melveny & Myers, and Gabriel Pereyra, a research scientist from Google DeepMind and Meta, co-founded Harvey in 2022. The platform fine-tunes large language models on legal corpora to assist attorneys with drafting, research, due diligence, and regulatory analysis. Harvey raised $300 million in a February 2025 Series D at a $3 billion valuation, followed by a $300 million Series E in June 2025 at $5 billion, and a $160 million Series F in December 2025 at $8 billion. A March 2026 round pushed the valuation to $11 billion.
Sources: cnbc.com · techcrunch.com
Sources: techcrunch.com · harvey.ai
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Harvey.
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OptionsAhoy plans your Harvey equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.