Global X Funds NSO Exercise Calculator
Calculator · free · no signup · pre-IPOPlan your Global X Funds NSO exercise (federal, state, FICA) and compare sell-vs-hold for long-term capital gains.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
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 Global X Funds
Global X Funds is a public Other company, incorporated in Delaware and headquartered in New York, NY. IPO'd Jun 17, 2026.
Equity grants at Global X Funds typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Global X ETFs is a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across the global markets. Founded in 2008, it has approximately $40 billion in managed assets, across more than 80 different products. The ETF issuer and manager is widely known for its Thematic Growth, Income and International product suites, in addition to its Core, Commodities and Alpha strategies. In July 2018, the company was acquired by Mirae Asset Global Investments.
Source: Wikipedia (CC BY-SA 4.0)
Bruno del Ama and Jose Gonzalez co-founded Global X Funds in New York in 2008 to provide ETF access to asset classes then underserved by mainstream fund families. The firm manages over 90 exchange-traded funds spanning thematic equity (sector and technology trends), covered call strategies (funds that sell call options on an index to generate income), international market access, and fixed income. Mirae Asset Global Investments, a South Korean asset manager, acquired Global X in July 2018 when AUM stood at $10.1 billion. By end of 2024, AUM had grown to $53.9 billion, with the covered call suite alone holding $13.1 billion.
Sources: prnewswire.com · nasdaq.com
Equity comp at Global X Funds
- Global X Funds (CIK 0001432353) is a Delaware statutory trust registered as an open-end management investment company under the Investment Company Act of 1940. It is not an operating employer and has no employees of its own. The trust is the legal shell for a suite of exchange-traded fund series; portfolio management and administrative services are provided by a separately organized entity, Global X Management Company LLC, headquartered at 605 Third Avenue, 43rd Floor, New York, NY. Any employees of the management company hold equity in that LLC or in its parent, Mirae Asset Financial Group, not in the trust itself. Equity compensation concepts such as RSU double trigger (a grant that requires both an acquisition event and a subsequent involuntary termination before unvested shares accelerate) do not apply to this investment trust entity.
Sources: federalregister.gov
Researched 2026-07-04.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Global X Funds.
Use this calculator to estimate your Global X Funds 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.
All Global X Funds tools → · Use the generic NSO Exercise Calculator for any company.
Global X Funds equity questions
- How is a Global X Funds 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 Global X Funds grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Global X Funds grant ISOs, NSOs, or RSUs?
- Equity compensation at Global X Funds typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the Global X Funds IPO lockup expire?
- Global X Funds went public on June 17, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 14, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your Global X Funds equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.