Plan your Cohesity NSO exercise
Calculator · free · no signup · pre-IPOCohesity is pre-IPO. Plan your NSO exercise tax (federal, state, FICA) at any expected valuation.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Seeded from secondary-market data, as of Jun 16, 2026
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$61,324
Hold 1 yr wins by $44,048 over Sell + invest.
Estimates only. Not financial advice.
Sell + invest
| Bargain element (sale − strike) | $28,350 |
| Federal | |
| State | |
| Medicare | −$411 |
| Additional Medicare | −$255 |
| Market gain over 1 yr at 10.0% | $1,612 |
| LTCG on diversified gain (fed + state + NIIT) | −$453 |
| Net at year 1 | $17,276 |
Sell every share immediately; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Exercise + hold 1 yr
Best payout| Sale proceeds (year 1) | |
| LTCG tax (federal + state + NIIT) | −$17,668 |
| Net at year 1 | $61,324 |
Sold 3,971 shares at exercise to cover strike + tax; 1,029 shares held 1 yr for LTCG.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're exercising as a current employee.
Both columns are stated in year-1 dollars: sell-now proceeds compound at the market return and pay LTCG on the gain at year 1; any cash paid out of pocket on the hold side carries the same opportunity cost.
Net at year N — by hold period
Estimates only. Excludes AMT (NSOs do not trigger AMT), state-AMT, multi-state moves, and disqualifying-disposition edge cases. Not financial advice.
You calculated one NSO decision. The beta plans NSOs alongside RSUs and ISOs in a single multi-year tax plan.
Request beta access →About Cohesity
Cohesity is a privately held Cybersecurity company, incorporated in Delaware and headquartered in San Jose, CA.
Last reported secondary-market price: $15.67 per share (as of 2026-06-16). Your own 409A may differ.
Data security.
Equity grants at Cohesity typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Cohesity, Inc. is an American privately held information technology company headquartered in Santa Clara, California with offices in India and Ireland. The company develops software that allows IT professionals to backup, manage and gain insights from their data across multiple systems or cloud providers. Their products also include anti-ransomware features, Disaster Recovery-as-a-Service, and SaaS management.
Source: Wikipedia (CC BY-SA 4.0)
Mohit Aron founded Cohesity in 2013 after co-founding Nutanix and engineering at Google on GFS, targeting the fragmented secondary-storage market with a unified backup, recovery, and data management platform. The San Jose company expanded into anti-ransomware defense and shipped Gaia, an AI assistant that lets enterprises search and reason over their backup data. Sanjay Poonen took over as CEO in 2023 and steered the Veritas Technologies combination announced in February 2024 and closed in December 2024, producing a roughly $7 billion-revenue entity that retained the Cohesity name. An IPO is widely expected.
Sources: cohesity.com · en.wikipedia.org
Equity comp at Cohesity
- Cohesity completed a $7 billion merger with Veritas' enterprise data protection business in December 2024, funded by a Series H round led by Haveli Investments. The Carlyle Group, which had owned Veritas since 2015 for $8 billion, became a Cohesity shareholder. Former Veritas employees joined the combined company, but no public disclosures detail how legacy Veritas equity was treated or converted. Cohesity conducted an employee tender offer in April 2025 implying an $8 billion valuation, up from $7 billion at the December 2024 Series H close.
- Recent share-sale events (industry term: tender offers):
- Apr 2025: $8B implied valuation · theinformation.com
Sources: techcrunch.com · theinformation.com
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Cohesity.
Cohesity NSO exercise creates ordinary income on the bargain element (federal, state, and FICA) at the price on the day you exercise. The calculator works at any valuation, so you can model your exercise cost at the current 409A FMV, an expected IPO price, or post-IPO scenarios.
Example: at Cohesity's last reported price of $15.67, exercising 5,000 NSOs with a $4.7 strike creates a $54,850 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $14,809 and $24,682 depending on your bracket and state. The calculator above computes the exact figure for your situation and compares selling now vs. holding through the long-term capital-gains threshold.
All Cohesity tools → · Use the generic NSO Exercise Calculator for any company.
Cohesity equity questions
- How is a Cohesity NSO exercise taxed?
- Exercising a non-qualified stock option (NSO) creates ordinary income on the bargain element (the price on the day you exercise minus your strike), subject to federal income tax, state income tax, and FICA. The calculator above computes that tax for your Cohesity grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Cohesity grant ISOs, NSOs, or RSUs?
- Equity compensation at Cohesity 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 Cohesity 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 Cohesity 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 Cohesity equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.