Csquare, Inc. (CSQR) NSO Exercise Calculator
Calculator · free · no signup · CSQRPlan your Csquare, Inc. NSO exercise (federal, state, FICA) and compare sell-vs-hold for long-term capital gains.
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Your grant
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$199,080
Sell + invest wins by $20,783 over Hold 1 yr.
Estimates only. Not financial advice.
Sell + invest
Best payout| Bargain element (sale − strike) | $350,000 |
| Federal | |
| State | |
| Medicare | −$5,075 |
| Additional Medicare | −$3,150 |
| Market gain over 1 yr at 10.0% | $18,573 |
| LTCG on diversified gain (fed + state + NIIT) | −$5,219 |
| Net at year 1 | $199,080 |
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
| Sale proceeds (year 1) | |
| LTCG tax (federal + state + NIIT) | $0 |
| Net at year 1 | $178,297 |
Sold 2,678 shares at exercise to cover strike + tax; 2,322 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. (CSQR) is a public Data company, incorporated in Delaware and headquartered in Dallas, TX. IPO'd Jul 16, 2026.
Last close: $18.53 per share (as of 2026-09-23).
NYSE IPO Jul 2026; Brookfield-backed data center colocation.
Equity grants at Csquare, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Csquare formed when Brookfield Infrastructure combined Evoque Data Center Solutions (bought from AT&T in 2019 for $1.1 billion) with Cyxtera Technologies (acquired January 2024 for $775 million), operating first as Centersquare before renaming to Csquare in December 2025. The Coppell, Texas company runs colocation and interconnection services, renting server rack space and network connectivity, across roughly 80 data centers in 30 markets. Under CEO Spencer Mullee, Csquare listed on the NYSE (ticker CSQR) in July 2026, pricing shares at $21 and raising about $1.05 billion to pay down debt, including a $75 million note held by Brookfield.
Sources: sec.gov · bloomberg.com · datacenterdynamics.com · theglobeandmail.com · ionanalytics.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..
Use this calculator to estimate your Csquare, Inc. (CSQR) NSO exercise tax (federal, state, FICA), then compare selling now versus holding through the long-term capital gains threshold. Inputs are yours: grant terms, current price, your income, your state.
Example: at Csquare, Inc. (CSQR)'s last close of $18.53, exercising 5,000 NSOs with a $5.56 strike creates a $64,850 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $17,510 and $29,183 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.
- When did the Csquare, Inc. IPO lockup expire?
- Csquare, Inc. (CSQR) went public on July 16, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around January 12, 2027. Confirm against your own grant paperwork, since some lockups release early or in stages.
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.