Plan your Boom Supersonic ISO exercise

Calculator · free · no signup · pre-IPO

Boom Supersonic is pre-IPO. Plan your AMT impact at any valuation: current 409A, expected IPO price, or post-IPO scenarios.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your grant

Seeded from secondary-market data, as of Jun 6, 2026

3 yrs
10%
20%
5.0%

Tax inputs

Grant timeline

For long-term capital gains treatment on the eventual sale, ISO shares need to be held until Apr 30, 2027 (2 years from grant) and at least 1 year from exercise. Tranches sold before either deadline are disqualifying dispositions, taxed as ordinary income on the bargain element. The optimizer accounts for both treatments per tranche based on hold periods at horizon. Want to see the whole picture? Try OptionsAhoy's beta: it optimizes ISOs alongside your entire portfolio, and you pick the goal: Max Value, Max Cash, or Min Total Tax.

Net final value at year 3 sale — optimized plan

$216,276

After-tax dollars at end of year 3, net of all federal + state taxes through the sale.

This year: exercise 3,253 shares (of 10,000 total).

= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)

AMT premium for exercising: $57,386 (on top of $228,434 regular tax across the horizon)

Optimized plan keeps $45,578 more than lump-sum, $97 more than even split.

Federal AMT crossover this year: 1,567 shares ($57,238 bargain element). Above that, each additional share this year adds federal AMT.

Estimates only. Not financial advice.

Net final value by year

Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.

$0$54K$108K$162K$216KYear 1Year 2Year 3
Lump-sumEven splitOptimized

Optimized exercise schedule

You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.

13,253
23,161
33,586

Federal AMT credit

Earned

$55,639

Recovered

$0

Remaining

$55,639

The AMT credit only recovers in years where regular tax exceeds AMT — typically a year with no ISO exercise. Every year in this schedule has bargain element, so AMT exceeds regular tax in every year and the credit carries forward untouched. Try a longer horizon or fewer total shares to introduce a recovery year.

Plan comparison

Net value at the end of your hold horizon.

Lump-sum

All in Year 1

$170,698

$45,578

Even split

Equal shares each year

$216,179

$97

Optimized

Tax-aware schedule

$216,276

Highest

Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.

QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.

You optimized one grant in isolation. The beta optimizes ISOs alongside your RSUs, NSOs, and stock in one plan.

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About Boom Supersonic

Boom Supersonic is a privately held Aerospace/Defense company, headquartered in Centennial, CO.

Last reported secondary-market price: $41.52 per share (as of 2026-06-06). Your own 409A may differ.

Supersonic aircraft.

Equity grants at Boom Supersonic typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

Boom Technology, Inc. is an American company developing the Overture, a proposed supersonic airliner. It has also flight tested the Boom XB-1, which broke the sound barrier for the first time on January 28, 2025, during a flight from the Mojave Air and Space Port.

Source: Wikipedia (CC BY-SA 4.0)

Founded by Blake Scholl in 2014 through Y Combinator, this Denver-based aerospace company is developing Overture, a Mach 1.7 airliner seating 64 to 80 passengers, alongside the Symphony turbofan it brought in-house after Rolls-Royce, Honeywell, and Pratt declined. The XB-1 demonstrator flew supersonic three times between January and March 2025, validating Boomless Cruise technology. Order book includes United, American, and Japan Airlines, with assembly slated for the Greensboro Superfactory in North Carolina. December 2025 brought a $300M round led by Darsana Capital, joined by Altimeter, ARK, Bessemer, and Robinhood Ventures.

Sources: boomsupersonic.com · en.wikipedia.org · en.wikipedia.org

Equity comp at Boom Supersonic

  • Aerospace certification timelines (Overture FAA cert targeted late 2020s, Symphony engine in-house development) mean RSU grants typically face 7-10+ year horizons between initial vest and liquidity event, materially longer than tech pre-IPO norms. Seven-year post-termination exercise windows for options are common at capital-intensive deep-tech firms to offset this.

Sources: equityzen.com · forgeglobal.com

Researched 2026-05-11.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Boom Supersonic.

The calculator works at any Boom Supersonic valuation: enter your strike, the current 409A FMV, an expected IPO price, or anywhere in between. AMT is triggered on the bargain element (FMV minus strike) when you exercise; the calculator models federal AMT, state AMT, and the multi-year credit-recovery path.

Example: at Boom Supersonic's last reported price of $41.52, exercising 5,000 ISOs with a $12.46 strike creates a $145,300 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $40,684 on top of regular tax before any state AMT (CA, CO, CT, MN). The credit recovers in later years when your regular tax exceeds AMT. The calculator above runs your exact figures.

All Boom Supersonic tools → · Use the generic AMT + ISO Exercise Calculator for any company.

Boom Supersonic equity questions

How much alternative minimum tax (AMT) will I owe exercising Boom Supersonic ISOs?
Exercising incentive stock options (ISOs) does not create regular income tax, but the bargain element (the fair market value at exercise minus your strike price) counts toward the alternative minimum tax (AMT). The amount depends on the bargain element, your other income, your filing status, and your state. The calculator above models federal and state AMT, the AMT crossover point, and how the credit recovers in later years for your exact Boom Supersonic figures.
Does Boom Supersonic grant ISOs, NSOs, or RSUs?
Equity compensation at Boom Supersonic typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
Are Boom Supersonic shares eligible for QSBS?
They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your Boom Supersonic shares qualify turns on when you acquired them and the company's asset size at that time.
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