Plan your MOBIX LABS, INC ISO exercise
Calculator · free · no signup · pre-IPOMOBIX LABS, INC 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 Jul 11, 2026
Tax inputs
Grant timeline
Net final value at year 3 sale — optimized plan
-$0
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 10,000 shares.
AMT premium for exercising: $0 (on top of $228,434 regular tax across the horizon)
Lump-sum stays under your AMT crossover — no schedule optimization needed.
No bargain element to exercise (FMV ≤ strike). AMT does not apply.
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 | 10,000 | |||
| 2 | 0 | |||
| 3 | 0 |
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
-$0
Even split
Equal shares each year
-$0
Optimized
Tax-aware schedule
-$0
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 MOBIX LABS, INC
MOBIX LABS, INC is a privately held Semiconductors company, incorporated in Delaware and headquartered in Irvine, CA. S-1 filed Jul 9, 2026.
Last reported secondary-market price: $1.99 per share (as of 2026-07-11). Your own 409A may differ.
Equity grants at MOBIX LABS, INC typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Mobix Labs designs RF and millimeter-wave (mmWave) semiconductor solutions from Irvine, California, operating as a fabless company (it designs chips but contracts out fabrication). Co-founded in 2020 by Fabian Battaglia and Keyvan Samini, it went public in December 2023 by merging with blank-check acquisition vehicle Chavant Capital Acquisition Corp. (Nasdaq: MOBX). Product lines span electromagnetic interference filtering for aerospace and defense, active optical cables for AI data centers, and 5G mmWave integrated circuits. In May 2024, it acquired RaGE Systems, an RF design and manufacturing firm, for approximately $12 million in cash and stock. Fiscal 2024 revenue totaled $6.44 million.
Sources: investors.mobixlabs.com · businesswire.com · sec.gov · stockanalysis.com
Equity comp at MOBIX LABS, INC
- RSUs held by executives and directors accelerate fully upon a change of control (single-trigger, meaning no termination of employment is required as a second condition for vesting to accelerate). Significant RSU grants to officers, directors, and key employees were made outside of the 2023 Equity Incentive Plan and required separate shareholder approval via proxy vote. Equity awards use a deferred-tranche structure rather than a standard cliff-and-graded schedule, with each tranche carrying its own one-year vesting period from its grant date. A 2023 Employee Stock Purchase Plan was adopted allowing eligible employees to purchase shares at a discount, but no offering period had launched as of early 2024.
- Vesting schedule: Non-standard deferred-tranche structure: executive and director RSUs are issued in three separate tranches, granted on the 1st, 2nd, and 3rd anniversaries of the December 2023 SPAC merger closing, with each tranche vesting one year after its grant date. Pre-closing RSUs for certain key employees vest one-third per year over three years from the merger closing. The 2023 Equity Incentive Plan delegates vesting terms to the board on an award-by-award basis with no single standard schedule..
Sources: sec.gov · sec.gov · sec.gov · sec.gov · sec.gov
Researched 2026-07-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by MOBIX LABS, INC.
The calculator works at any MOBIX LABS, INC 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 MOBIX LABS, INC's last reported price of $1.99, exercising 5,000 ISOs with a $1 strike creates a $4,950 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $1,386 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 MOBIX LABS, INC tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
MOBIX LABS, INC equity questions
- How much alternative minimum tax (AMT) will I owe exercising MOBIX LABS, 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 MOBIX LABS, INC figures.
- Does MOBIX LABS, INC grant ISOs, NSOs, or RSUs?
- Equity compensation at MOBIX LABS, 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.
- Are MOBIX LABS, INC 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 MOBIX LABS, INC 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 MOBIX LABS, INC equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.