Plan your K2 Space ISO exercise
Calculator · free · no signup · pre-IPOK2 Space 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
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 →About K2 Space
K2 Space is a privately held Aerospace/Defense company, headquartered in Torrance, CA.
Defense satellites.
Equity grants at K2 Space typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
K2 Space, founded in 2022 by brothers Karan Kunjur and Neel Kunjur, alumni of SpaceX, Kitty Hawk, BCG, and Text IQ, builds high-powered satellite platforms designed to operate at scales previously only possible with government programs. The company launched its first test satellite, Heritage, in January 2025 and is preparing to launch Gravitas, a two-metric-ton satellite with a 40-meter wingspan generating 20 kW. K2 raised $110 million in a Series B in February 2025, then closed a $250 million round in early 2026 at a $3 billion valuation.
Sources: washingtontechnology.com
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by K2 Space.
The calculator works at any K2 Space 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.
All K2 Space tools → · Use the generic AMT + ISO Exercise Calculator for any company.
K2 Space equity questions
- How much alternative minimum tax (AMT) will I owe exercising K2 Space 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 K2 Space figures.
- Does K2 Space grant ISOs, NSOs, or RSUs?
- Equity compensation at K2 Space 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 K2 Space 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 K2 Space shares qualify turns on when you acquired them and the company's asset size at that time.
Find another companyAerospace/Defense peers
One piece of the puzzle.
OptionsAhoy plans your K2 Space equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.