Plan your Cohesity ISO exercise
Calculator · free · no signup · pre-IPOCohesity 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 16, 2026
Tax inputs
Grant timeline
Net final value at year 3 sale — optimized plan
$85,600
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 3,334 shares (of 10,000 total).
= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)
AMT premium for exercising: $0 (on top of $228,434 regular tax across the horizon)
Optimized plan keeps $698 more than lump-sum.
Federal AMT crossover this year: 5,364 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.
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.
| 1No AMT | 3,334 | |||
| 2No AMT | 3,333 | |||
| 3No AMT | 3,333 |
Federal AMT credit
Earned
$0
Recovered
$0
Remaining
$0
Plan comparison
Net value at the end of your hold horizon.
Lump-sum
All in Year 1
$84,902
−$698
Even split
Equal shares each year
$85,600
Optimized
Tax-aware schedule
$85,600
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.
Request beta access →About Cohesity
Cohesity is a privately held Cybersecurity company, incorporated in Delaware and headquartered in San Jose, CA.
Last reported secondary-market price: $15.67 per share (as of 2026-06-16). Your own 409A may differ.
Data security.
Equity grants at Cohesity typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Cohesity, Inc. is an American privately held information technology company headquartered in Santa Clara, California with offices in India and Ireland. The company develops software that allows IT professionals to backup, manage and gain insights from their data across multiple systems or cloud providers. Their products also include anti-ransomware features, Disaster Recovery-as-a-Service, and SaaS management.
Source: Wikipedia (CC BY-SA 4.0)
Mohit Aron founded Cohesity in 2013 after co-founding Nutanix and engineering at Google on GFS, targeting the fragmented secondary-storage market with a unified backup, recovery, and data management platform. The San Jose company expanded into anti-ransomware defense and shipped Gaia, an AI assistant that lets enterprises search and reason over their backup data. Sanjay Poonen took over as CEO in 2023 and steered the Veritas Technologies combination announced in February 2024 and closed in December 2024, producing a roughly $7 billion-revenue entity that retained the Cohesity name. An IPO is widely expected.
Sources: cohesity.com · en.wikipedia.org
Equity comp at Cohesity
- Cohesity completed a $7 billion merger with Veritas' enterprise data protection business in December 2024, funded by a Series H round led by Haveli Investments. The Carlyle Group, which had owned Veritas since 2015 for $8 billion, became a Cohesity shareholder. Former Veritas employees joined the combined company, but no public disclosures detail how legacy Veritas equity was treated or converted. Cohesity conducted an employee tender offer in April 2025 implying an $8 billion valuation, up from $7 billion at the December 2024 Series H close.
- Recent share-sale events (industry term: tender offers):
- Apr 2025: $8B implied valuation · theinformation.com
Sources: techcrunch.com · theinformation.com
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Cohesity.
The calculator works at any Cohesity 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 Cohesity's last reported price of $15.67, exercising 5,000 ISOs with a $4.7 strike creates a $54,850 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $15,358 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 Cohesity tools → · Use the generic AMT + ISO Exercise Calculator for any company.
Cohesity equity questions
- How much alternative minimum tax (AMT) will I owe exercising Cohesity 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 Cohesity figures.
- Does Cohesity grant ISOs, NSOs, or RSUs?
- Equity compensation at Cohesity 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 Cohesity 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 Cohesity shares qualify turns on when you acquired them and the company's asset size at that time.
One piece of the puzzle.
OptionsAhoy plans your Cohesity equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.