Plan your Neutron Holdings, Inc. ISO exercise
Calculator · free · no signup · pre-IPONeutron Holdings, 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 Aug 9, 2026
Tax inputs
Grant timeline
Net final value at year 3 sale — optimized plan
$202,131
After-tax dollars at end of year 3, net of all federal + state taxes through the sale.
This year: exercise 3,009 shares (of 10,000 total).
= gross gain at sale − federal + state LTCG − AMT premium above baseline regular tax (time-valued)
AMT premium for exercising: $44,195 (on top of $228,434 regular tax across the horizon)
Optimized plan keeps $37,045 more than lump-sum, $85 more than even split.
Federal AMT crossover this year: 1,759 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 | 3,009 | |||
| 2 | 3,546 | |||
| 3 | 3,445 |
Federal AMT credit
Earned
$44,195
Recovered
$0
Remaining
$44,195
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
$165,086
−$37,045
Even split
Equal shares each year
$202,046
−$85
Optimized
Tax-aware schedule
$202,131
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 Neutron Holdings, Inc.
Neutron Holdings, Inc. is a privately held Cloud/SaaS company, incorporated in Delaware and headquartered in San Francisco, CA. S-1 filed Jun 22, 2026.
Last reported secondary-market price: $37.53 per share (as of 2026-08-09). Your own 409A may differ.
Equity grants at Neutron Holdings, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Neutron Holdings, Inc., which operates under the Lime brand, was co-founded in 2017 by Brad Bao and Toby Sun in San Francisco. The company runs a shared micromobility platform, renting electric scooters and e-bikes through a mobile app across roughly 230 cities in 29 countries. Revenue reached $886.7 million in 2025, up 29% from the prior year, against a net loss of $59.3 million. Uber is a major investor after leading a $170 million round in 2020. Neutron Holdings filed an S-1 with the SEC in June 2026 to list on Nasdaq as LIME.
Sources: bloomberg.com
Equity comp at Neutron Holdings, Inc.
- Executive RSU awards granted March 2025 carry an explicit liquidity event requirement (satisfied by IPO completion as the second trigger), in addition to time-based vesting. Until the IPO closes, RSUs do not begin to settle regardless of how much time has passed since the grant date.
- Vesting schedule: 1/12th of RSUs vest on each quarterly anniversary of the grant date over three years; some awards cliff vest after one year then vest monthly over the remaining two years.
Sources: sec.gov
Researched 2026-06-27.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Neutron Holdings, Inc..
The calculator works at any Neutron Holdings, 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 Neutron Holdings, Inc.'s last reported price of $37.53, exercising 5,000 ISOs with a $11.26 strike creates a $131,350 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $36,778 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 Neutron Holdings, Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
Neutron Holdings, Inc. equity questions
- How much alternative minimum tax (AMT) will I owe exercising Neutron Holdings, 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 Neutron Holdings, Inc. figures.
- Does Neutron Holdings, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Neutron Holdings, 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 Neutron Holdings, 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 Neutron Holdings, Inc. shares qualify turns on when you acquired them and the company's asset size at that time.
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