MOBIX LABS, INC (MOBX) Stock Concentration Calculator
Calculator · free · no signup · MOBXQuantify MOBIX LABS, INC concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
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Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About MOBIX LABS, INC
MOBIX LABS, INC (MOBX) is a public Semiconductor company, incorporated in Delaware and headquartered in Irvine, CA. IPO'd Aug 13, 2021.
Nasdaq; RF/connectivity semiconductors.
Equity grants at MOBIX LABS, INC typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Mobix Labs was co-founded in 2020 by Fabian Battaglia and Keyvan Samini in Irvine, California. The company is a fabless (chip-design-only, no fabrication) semiconductor firm building mmWave (millimeter-wave) RF components for 5G infrastructure, EMI shielding interconnects for defense and aerospace, and active optical cables for AI data center networks. In December 2023, it went public on Nasdaq (MOBX) through a SPAC merger with Chavant Capital Acquisition Corp. In October 2025, Mobix Labs won a multi-year follow-on production contract to supply communication hardware for U.S. Navy ships.
Sources: investors.mobixlabs.com · news.spacconference.com · globenewswire.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.
If a meaningful share of your net worth sits in MOBX, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with MOBX's option-implied volatility.
All MOBIX LABS, INC tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
MOBIX LABS, INC equity questions
- How much MOBX stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your MOBX position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- 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.
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OptionsAhoy plans your MOBIX LABS, INC equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.