Global X Funds AMT + ISO Calculator
Calculator · free · no signup · pre-IPOPlan your Global X Funds ISO exercise around the AMT bargain element from current trading price.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
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 Global X Funds
Global X Funds is a public Other company, incorporated in Delaware and headquartered in New York, NY. IPO'd Jun 17, 2026.
Equity grants at Global X Funds typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Global X ETFs is a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across the global markets. Founded in 2008, it has approximately $40 billion in managed assets, across more than 80 different products. The ETF issuer and manager is widely known for its Thematic Growth, Income and International product suites, in addition to its Core, Commodities and Alpha strategies. In July 2018, the company was acquired by Mirae Asset Global Investments.
Source: Wikipedia (CC BY-SA 4.0)
Bruno del Ama and Jose Gonzalez co-founded Global X Funds in New York in 2008 to provide ETF access to asset classes then underserved by mainstream fund families. The firm manages over 90 exchange-traded funds spanning thematic equity (sector and technology trends), covered call strategies (funds that sell call options on an index to generate income), international market access, and fixed income. Mirae Asset Global Investments, a South Korean asset manager, acquired Global X in July 2018 when AUM stood at $10.1 billion. By end of 2024, AUM had grown to $53.9 billion, with the covered call suite alone holding $13.1 billion.
Sources: prnewswire.com · nasdaq.com
Equity comp at Global X Funds
- Global X Funds (CIK 0001432353) is a Delaware statutory trust registered as an open-end management investment company under the Investment Company Act of 1940. It is not an operating employer and has no employees of its own. The trust is the legal shell for a suite of exchange-traded fund series; portfolio management and administrative services are provided by a separately organized entity, Global X Management Company LLC, headquartered at 605 Third Avenue, 43rd Floor, New York, NY. Any employees of the management company hold equity in that LLC or in its parent, Mirae Asset Financial Group, not in the trust itself. Equity compensation concepts such as RSU double trigger (a grant that requires both an acquisition event and a subsequent involuntary termination before unvested shares accelerate) do not apply to this investment trust entity.
Sources: federalregister.gov
Researched 2026-07-04.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Global X Funds.
Use this calculator to plan a Global X Funds 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.
All Global X Funds tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
Global X Funds equity questions
- How much alternative minimum tax (AMT) will I owe exercising Global X Funds 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 Global X Funds figures.
- Does Global X Funds grant ISOs, NSOs, or RSUs?
- Equity compensation at Global X Funds typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the Global X Funds IPO lockup expire?
- Global X Funds went public on June 17, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 14, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your Global X Funds equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.