AMT + ISO Exercise Calculator
Open →Plan ZoomInfo 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 2020-06-04. 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 ZoomInfo 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 ZoomInfo 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.
ZoomInfo 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 ZoomInfo 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 GTM 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 GTM 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 GTM 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 ZoomInfo? Find another company.
ZoomInfo (GTM) is a public Marketing company, incorporated in Delaware and headquartered in Vancouver, WA. IPO'd Jun 4, 2020.
Last close: $2.8 per share (as of 2026-06-16).
Ticker changed from ZI to GTM in 2025.
Equity grants at ZoomInfo typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
ZoomInfo Technologies Inc. is a registered data broker in the United States. The company collects and sells personal data, both public and private, through various means of data and web scraping. Information about business entities like companies and departments are also collected and offered. This personal information is available for sale to other businesses, which use the collected data for targeted marketing.
Source: Wikipedia (CC BY-SA 4.0)
Founded as DiscoverOrg in 2007 by Henry Schuck, the company acquired and adopted the original ZoomInfo name after the 2019 merger and went public on Nasdaq in June 2020 under ticker ZI. In May 2025 the company swapped ZI for GTM alongside the launch of GTM Studio, signaling a pivot from B2B contact data to a unified go-to-market software platform spanning sales, marketing, and RevOps. Headquartered in Vancouver, Washington with a Waltham, Massachusetts office, ZoomInfo closed fiscal 2025 with $1.25B in revenue, roughly 35,000 customers worldwide, and 1,921 accounts paying $100K or more in annual contract value.
Sources: ir.zoominfo.com · ir.zoominfo.com
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ZoomInfo.
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OptionsAhoy plans your ZoomInfo equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.