Plan your ENTRATA, INC. NSO exercise
Calculator · free · no signup · pre-IPOENTRATA, 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 Jul 31, 2025
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$98,303
Hold 1 yr wins by $58,829 over Sell + invest.
Estimates only. Not financial advice.
Sell + invest
| Bargain element (sale − strike) | $65,600 |
| Federal | |
| State | |
| Medicare | −$951 |
| Additional Medicare | −$590 |
| Market gain over 1 yr at 10.0% | $3,683 |
| LTCG on diversified gain (fed + state + NIIT) | −$1,035 |
| Net at year 1 | $39,474 |
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) | −$24,026 |
| Net at year 1 | $98,303 |
Sold 3,407 shares at exercise to cover strike + tax; 1,593 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 ENTRATA, INC.
ENTRATA, INC. is a privately held Vertical SaaS company, incorporated in Delaware and headquartered in Lehi, UT. S-1 filed Jun 11, 2026.
Last reported secondary-market price: $23.12 per share (as of 2025-07-31). Your own 409A may differ.
Equity grants at ENTRATA, INC. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Entrata was founded in 2003 by Dave Bateman and Johnny Hanna in Lehi, Utah, and bootstrapped for 18 years before raising $507 million led by Silver Lake in 2021. The company sells property management software to U.S. multifamily housing operators, consolidating leasing, accounting, payments, resident screening, and utility management into a single platform. As of March 2026, it covers roughly 2.5 million apartment units, approximately 10% of the U.S. multifamily market. It reported $509 million in fiscal 2025 revenue and filed an S-1 with the SEC in June 2026 to list on the NYSE under the ticker ENT.
Sources: sec.gov
Equity comp at ENTRATA, INC.
- Entrata's pre-IPO RSUs carried a dual vesting requirement: (1) a time-based schedule and (2) a performance condition satisfied only upon a qualifying liquidity event such as an IPO. Until that liquidity event occurred, no stock-based compensation expense was recognized for the time-vested portion. Upon the IPO, the company would recognize all cumulative expense for the service period rendered to that point. This structure, sometimes called a double-trigger RSU because it requires both time passage and a liquidity event, is common at PE-backed companies and means employees could have fully time-vested RSUs that still carried zero value until an exit. Additionally, the 2021 Equity Incentive Plan provides that unvested options accelerate 100% upon a Change in Control if awards are not assumed by the acquirer, or if the holder is terminated other than for Good Cause within 12 months after a Change in Control.
- Recent share-sale events (industry term: tender offers):
- Jul 2025: $4.3B implied valuation, led by Company-facilitated secondary · onlycfo.io
Sources: sec.gov · onlycfo.io
Researched 2026-06-13.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by ENTRATA, INC..
ENTRATA, 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 ENTRATA, INC.'s last reported price of $23.12, exercising 5,000 NSOs with a $6.94 strike creates a $80,900 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $21,843 and $36,405 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 ENTRATA, INC. tools → · Use the generic NSO Exercise Calculator for any company.
ENTRATA, INC. equity questions
- How is a ENTRATA, 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 ENTRATA, INC. grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does ENTRATA, INC. grant ISOs, NSOs, or RSUs?
- Equity compensation at ENTRATA, 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 ENTRATA, 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 ENTRATA, 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 ENTRATA, INC. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.