Samsara (IOT) stock & equity tools

Plan Samsara ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.

Left Samsara 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.

Samsara NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.

Should you sell Samsara RSUs at vest or hold? Compare after-tax payout across the 12-month LTCG cliff.

Quantify IOT concentration risk: drawdown impact at 30 / 50 / 70%, sell-down vs. hedge trade-off, tax-aware.

Hedge a IOT position: protective put, zero-cost collar, or put spread pricing off the current option chain. Annual cost, max loss, upside cap, tax notes.

Sell IOT stock to fund a goal (house, tuition, sabbatical): the minimum-tax schedule to net a target cash amount by a date, across tax years.