Plan your Csquare, Inc. NSO exercise
Calculator · free · no signup · pre-IPOCsquare, Inc. 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 Aug 10, 2026
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$94,550
Hold 1 yr wins by $58,193 over Sell + invest.
Estimates only. Not financial advice.
Sell + invest
| Bargain element (sale − strike) | $60,150 |
| Federal | |
| State | |
| Medicare | −$872 |
| Additional Medicare | −$541 |
| Market gain over 1 yr at 10.0% | $3,392 |
| LTCG on diversified gain (fed + state + NIIT) | −$953 |
| Net at year 1 | $36,358 |
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) | −$23,696 |
| Net at year 1 | $94,550 |
Sold 3,460 shares at exercise to cover strike + tax; 1,540 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 →Related calculators: Stock Concentration Calculator · Multi-Year ISO Exercise Schedule Calculator
About Csquare, Inc.
Csquare, Inc. is a privately held Cloud/SaaS company, incorporated in Delaware and headquartered in Dallas, TX. S-1 filed Jun 25, 2026.
Last reported secondary-market price: $22.03 per share (as of 2026-08-10). Your own 409A may differ.
Equity grants at Csquare, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Csquare operates enterprise colocation and interconnection facilities across the United States. The company took its current form in April 2024 when Brookfield Infrastructure Partners merged two of its data center holdings, Evoque Data Center Solutions and Cyxtera Technologies; Brookfield had acquired Evoque in 2019 from AT&T. Spencer Mullee, who led Evoque, became CEO. As of March 2026, Csquare runs 64 facilities across 21 US metros and reported $1.0 billion in annual revenue. It filed an S-1 with the SEC in June 2026, targeting a $650 million IPO on NYSE under ticker CSQR.
Sources: sec.gov · businesswire.com
Equity comp at Csquare, Inc.
- Csquare filed its S-1 registration statement in June 2026 for a proposed NYSE IPO (ticker CSQR). The company adopted an Omnibus Incentive Plan under which RSUs are expected to be granted to employees and executive officers around the IPO date. Executive employment agreements include a cash severance provision equal to 1.5 times base salary plus target bonus, triggered only when both a change of control occurs AND the executive suffers a qualifying termination within 24 months following that event. Whether the same double-trigger structure applies to RSU vesting acceleration (equity that converts automatically upon a change of control regardless of whether the employee is terminated) under the Omnibus Incentive Plan could not be confirmed from publicly accessible sources. No pre-IPO tender offers were identified.
Researched 2026-07-01.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Csquare, Inc..
Csquare, Inc. 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 Csquare, Inc.'s last reported price of $22.03, exercising 5,000 NSOs with a $6.61 strike creates a $77,100 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $20,817 and $34,695 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 Csquare, Inc. tools → · Use the generic NSO Exercise Calculator for any company.
Csquare, Inc. equity questions
- How is a Csquare, Inc. 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 Csquare, Inc. grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Csquare, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Csquare, 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 Csquare, 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 Csquare, 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 Csquare, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.