AMT + ISO Exercise Calculator
Open →Plan ServiceTitan 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 →IPO'd 2024-12-12. Plan AMT, exercise tax, and sell-vs-hold decisions around current trading price. Calculator inputs are yours.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Plan ServiceTitan 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 ServiceTitan 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.
ServiceTitan 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 →Should you sell ServiceTitan RSUs at vest or hold? Compare after-tax payout across the 12-month LTCG cliff.
Deep dive: Five RSU mistakes that quietly grow your April tax bill →Quantify TTAN concentration risk: drawdown impact at 30 / 50 / 70%, sell-down vs. hedge trade-off, tax-aware.
Deep dive: Five costly stock concentration mistakes →Hedge a TTAN position: protective put or zero-cost collar pricing off the current option chain. Annual cost, max loss, upside cap, tax notes.
Deep dive: Seven hedging mistakes that erase the protection you paid for →Sell TTAN 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 ServiceTitan? Find another company.
ServiceTitan (TTAN) is a public Vertical SaaS company, incorporated in Delaware and headquartered in Glendale, CA. IPO'd Dec 12, 2024.
Last close: $68.8 per share (as of 2026-06-16).
Equity grants at ServiceTitan typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
Source: Wikipedia (CC BY-SA 4.0)
Ara Mahdessian and Vahe Kuzoyan founded ServiceTitan in 2007 after watching their fathers run small home-services businesses on paper and spreadsheets. The platform digitizes scheduling, invoicing, payments, and customer communication for HVAC, plumbing, electrical, and other trade contractors. ServiceTitan raised more than $1.5 billion across 10 private rounds backed by Sequoia, Bessemer, TPG, Iconiq Growth, and Tiger Global, then went public on Nasdaq in December 2024 at a $71 IPO price that opened at $101 for a valuation near $9 billion. The platform served roughly 11,800 trade businesses as of January 2025, with about 8,000 producing more than $10,000 in annualized billings.
Sources: cnbc.com · fortune.com · sec.gov
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ServiceTitan.
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OptionsAhoy plans your ServiceTitan equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.