FreeCast, Inc. (CAST) AMT + ISO Calculator
Calculator · free · no signup · CASTPlan your FreeCast, 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 FreeCast, Inc.
FreeCast, Inc. (CAST) is a public Consumer Internet company, incorporated in Florida and headquartered in Orlando, FL. IPO'd Mar 10, 2026.
Last close: $1.39 per share (as of 2026-09-03).
Nasdaq; streaming TV aggregator.
Equity grants at FreeCast, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
FreeCast, Inc. is an American digital media distribution company headquartered in Orlando, Florida. The company operates as an aggregation platform that helps users connect and manage their streaming subscriptions in one place and provides access to internet-delivered streaming channels, free ad-supported streaming television (FAST) channels, and over-the-air broadcast television through a unified interface.
Source: Wikipedia (CC BY-SA 4.0)
SmartGuide, FreeCast's streaming aggregator, indexes live and on-demand content across thousands of sources and points viewers to the underlying app or channel rather than hosting content itself. William A. Mobley Jr. incorporated the Florida company on June 21, 2011 and remains its CEO and board chairman; FreeCast licenses the platform to broadband and mobile carriers, device makers, and hospitality operators. It completed a direct listing (registering existing shareholders' shares for public resale rather than selling new stock) on the Nasdaq Global Market under ticker CAST, and began trading March 10, 2026.
Sources: sec.gov · renaissancecapital.com · tradingview.com
Equity comp at FreeCast, Inc.
- FreeCast's public filings describe a 2021 Equity Incentive Plan (adopted June 25, 2021, expiring June 25, 2031) under which the company grants incentive stock options (ISOs, tax-advantaged options for employees) and non-qualified stock options (NSOs, options without that tax treatment, open to consultants and directors too). As of the company's most recent S-1, roughly 8 million options were outstanding at various strike prices. Public filings reviewed do not describe restricted stock units (RSUs, stock grants that vest into shares rather than being purchased), so no RSU vesting or double-trigger (a change-of-control clause requiring both a deal closing and a job loss before shares vest) terms could be confirmed. Treat this as an options-centric, not RSU-centric, equity program until a proxy statement documents otherwise.
Researched 2026-07-22.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by FreeCast, Inc..
Use this calculator to plan a FreeCast, Inc. (CAST) 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 FreeCast, Inc. (CAST)'s last close of $1.39, exercising 5,000 ISOs with a $1 strike creates a $1,950 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $546 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 FreeCast, Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
FreeCast, Inc. equity questions
- How much alternative minimum tax (AMT) will I owe exercising FreeCast, 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 FreeCast, Inc. figures.
- Does FreeCast, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at FreeCast, 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 FreeCast, Inc. IPO lockup expire?
- FreeCast, Inc. (CAST) went public on March 10, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around September 6, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your FreeCast, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.