AMT + ISO Exercise Calculator
Open →Plan UiPath 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 2021-04-21. 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 UiPath 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 UiPath 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.
UiPath 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 UiPath 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 PATH 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 PATH 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 PATH 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 UiPath? Find another company.
UiPath (PATH) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Apr 21, 2021.
Last close: $10.79 per share (as of 2026-06-16).
Equity grants at UiPath typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
UiPath Inc. is a global software company that develops artificial intelligence (AI) and agentic automation and orchestration software. The company's software enables the building and orchestration of AI agents to automate complex processes and workflows.
Source: Wikipedia (CC BY-SA 4.0)
Daniel Dines and Marius Tîrcă founded UiPath in 2005 in Bucharest, Romania as a software-automation consultancy named DeskOver. The company bootstrapped for a decade, then raised a $1.6 million seed in 2015 led by Earlybird, Seedcamp, Credo Ventures, and Accel and shipped its first robotic process automation (RPA) product the same year. By the time of UiPath's April 2021 IPO on the New York Stock Exchange, the company had raised roughly $2 billion across eight private rounds at a $35 billion post-money valuation, with customers including Google, GE, NASA, and Sumitomo Mitsui. The IPO itself raised $1.3 billion, ranking among the largest U.S. software offerings to that point.
Sources: en.wikipedia.org · techcrunch.com · bloomberg.com
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by UiPath.
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OptionsAhoy plans your UiPath equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.