Csquare, Inc. (CSQR) AMT + ISO Calculator
Calculator · free · no signup · CSQRPlan your Csquare, Inc. ISO exercise around the AMT bargain element from current trading price.
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Your grant
Tax inputs
Grant timeline
Net final value at year 3 sale — optimized plan
$242,783
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 2,640 shares (of 10,000 total).
= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)
AMT premium for exercising: $90,254 (on top of $228,434 regular tax across the horizon)
Optimized plan keeps $57,102 more than lump-sum, $796 more than even split.
Federal AMT crossover this year: 1,271 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.
| 1 | 2,640 | |||
| 2 | 2,567 | |||
| 3 | 4,793 |
Federal AMT credit
Earned
$80,681
Recovered
$0
Remaining
$80,681
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
$185,681
−$57,102
Even split
Equal shares each year
$241,987
−$796
Optimized
Tax-aware schedule
$242,783
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 →Related calculators: QSBS Qualification Checker · NSO Exercise Calculator · Post-Termination ISO Exercise Calculator
About Csquare, Inc.
Csquare, Inc. (CSQR) is a public Data company, incorporated in Delaware and headquartered in Dallas, TX. IPO'd Jul 16, 2026.
Last close: $17.97 per share (as of 2026-09-20).
NYSE IPO Jul 2026; Brookfield-backed data center colocation.
Equity grants at Csquare, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Csquare formed when Brookfield Infrastructure combined Evoque Data Center Solutions (bought from AT&T in 2019 for $1.1 billion) with Cyxtera Technologies (acquired January 2024 for $775 million), operating first as Centersquare before renaming to Csquare in December 2025. The Coppell, Texas company runs colocation and interconnection services, renting server rack space and network connectivity, across roughly 80 data centers in 30 markets. Under CEO Spencer Mullee, Csquare listed on the NYSE (ticker CSQR) in July 2026, pricing shares at $21 and raising about $1.05 billion to pay down debt, including a $75 million note held by Brookfield.
Sources: sec.gov · bloomberg.com · datacenterdynamics.com · theglobeandmail.com · ionanalytics.com
Equity comp at Csquare, Inc.
- Csquare filed its S-1 registration statement in June 2026 for a proposed NYSE IPO (ticker CSQR). The company adopted an Omnibus Incentive Plan under which RSUs are expected to be granted to employees and executive officers around the IPO date. Executive employment agreements include a cash severance provision equal to 1.5 times base salary plus target bonus, triggered only when both a change of control occurs AND the executive suffers a qualifying termination within 24 months following that event. Whether the same double-trigger structure applies to RSU vesting acceleration (equity that converts automatically upon a change of control regardless of whether the employee is terminated) under the Omnibus Incentive Plan could not be confirmed from publicly accessible sources. No pre-IPO tender offers were identified.
Researched 2026-07-01.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Csquare, Inc..
Use this calculator to plan a Csquare, Inc. (CSQR) ISO exercise around the AMT bargain element from the current trading price. The math accounts for federal AMT, state AMT (CA, CO, CT, MN where applicable), AMT crossover, and year-over-year credit recovery. Inputs are yours: strike price, share count, FMV at exercise, and your filing-status income.
Example: at Csquare, Inc. (CSQR)'s last close of $17.97, exercising 5,000 ISOs with a $5.39 strike creates a $62,900 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $17,612 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 Csquare, Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
Csquare, Inc. equity questions
- How much alternative minimum tax (AMT) will I owe exercising Csquare, Inc. 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 Csquare, Inc. figures.
- Does Csquare, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Csquare, Inc. 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.
- When did the Csquare, Inc. IPO lockup expire?
- Csquare, Inc. (CSQR) went public on July 16, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around January 12, 2027. Confirm against your own grant paperwork, since some lockups release early or in stages.
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OptionsAhoy plans your Csquare, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.