HubSpot (HUBS) NSO Exercise Calculator
Calculator · free · no signup · HUBSPlan your HubSpot 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 →About HubSpot
HubSpot (HUBS) is a public Marketing company, incorporated in New York and headquartered in Cambridge, MA. IPO'd Oct 9, 2014.
Last close: $186.06 per share (as of 2026-06-16).
Equity grants at HubSpot typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).
HubSpot, Inc. is a US-based developer and marketer of software products for marketing, sales, and customer service. HubSpot was founded by Brian Halligan and Dharmesh Shah in 2006. The global headquarters is in Cambridge, MA.
Source: Wikipedia (CC BY-SA 4.0)
Brian Halligan and Dharmesh Shah founded HubSpot at MIT in 2006 to commercialize inbound marketing, and the Cambridge, Massachusetts company now sells a unified CRM spanning Marketing, Sales, Service, Operations, Content, and Commerce Hubs. Shares went public on NYSE in October 2014 at $25 under ticker HUBS. Yamini Rangan took the CEO seat in 2021 and steered FY2024 revenue past $2.6 billion. At INBOUND 2024 the team rolled out Breeze AI agents across the platform, months after Alphabet walked away from a reported $35 billion takeover.
Sources: ir.hubspot.com · bloomberg.com
Equity comp at HubSpot
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by HubSpot.
Use this calculator to estimate your HubSpot (HUBS) 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 HubSpot (HUBS)'s last close of $186.06, exercising 5,000 NSOs with a $55.82 strike creates a $651,200 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $175,824 and $293,040 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 HubSpot tools → · Use the generic NSO Exercise Calculator for any company.
HubSpot equity questions
- How is a HubSpot 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 HubSpot grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does HubSpot grant ISOs, NSOs, or RSUs?
- Equity compensation at HubSpot typically takes the form of non-qualified stock options (NSOs) and restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do HubSpot RSUs use double-trigger vesting?
- No. HubSpot restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your HubSpot equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.