SharonAI Holdings Inc. (SHAZ) AMT + ISO Calculator
Calculator · free · no signup · SHAZPlan your SharonAI Holdings Inc. ISO exercise around the AMT bargain element from current trading price.
AlphaLatitude Inc. · Free ToolsOur tools respect your browsing privacy. Independently verified:
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 SharonAI Holdings Inc.
SharonAI Holdings Inc. (SHAZ) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Feb 18, 2026.
Last close: $54.68 per share (as of 2026-09-25).
Nasdaq IPO Feb 2026; AI/GPU cloud data centers.
Equity grants at SharonAI Holdings Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Sharon AI Holdings raised $125 million in its Nasdaq listing on February 18, 2026, trading under ticker SHAZ after co-founders James Manning and Andrew Leece built the company from 2021 as an Australian "neocloud," renting GPU compute capacity to AI researchers and enterprises. The company operates data centers in partnership with NVIDIA, NEXTDC, and Cisco, and in June 2026 signed a six-year deal with NVIDIA to add 72 megawatts of capacity using up to 40,000 Grace Blackwell GB300 GPUs, bringing total contracted capacity to 102 megawatts. Separately, it holds a $1.25 billion, five-year cloud capacity agreement with ESDS Software Solutions.
Sources: sharonai.com · datacenterdynamics.com · nasdaq.com · datacenterdynamics.com · sharonai.com
Equity comp at SharonAI Holdings Inc.
- SharonAI went public via a SPAC merger (a transaction where an already-public shell company merges with a private company, taking it public without a traditional IPO) with Roth CH Acquisition Co., completing December 19, 2025, then uplisting to Nasdaq under ticker SHAZ in February 2026. Legacy, pre-merger Sharon AI Inc. RSU awards used double-trigger vesting: a time-based condition plus a Liquidity Event, defined as a Change in Control or a Qualified IPO. The SPAC merger and Nasdaq listing satisfied that Liquidity Event condition, so time-vested legacy RSUs converted to ordinary vested shares. RSUs granted since the company went public, to board members and executives under the new 2025 Omnibus Equity Incentive Plan, use standard single-trigger, time-based vesting only (commonly a one-year vest for board grants or three equal annual installments for executive grants), since the stock is now already liquid.
Sources: sec.gov · sec.gov · sharonai.com
Researched 2026-08-14.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by SharonAI Holdings Inc..
Use this calculator to plan a SharonAI Holdings Inc. (SHAZ) 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 SharonAI Holdings Inc. (SHAZ)'s last close of $54.68, exercising 5,000 ISOs with a $16.4 strike creates a $191,400 bargain element. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $53,592 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 SharonAI Holdings Inc. tools → · Use the generic Multi-Year ISO Exercise Schedule Calculator for any company.
SharonAI Holdings Inc. equity questions
- How much alternative minimum tax (AMT) will I owe exercising SharonAI 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 SharonAI Holdings Inc. figures.
- Does SharonAI Holdings Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at SharonAI 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.
- When did the SharonAI Holdings Inc. IPO lockup expire?
- SharonAI Holdings Inc. (SHAZ) went public on February 18, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around August 17, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your SharonAI Holdings Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.