MOBIX LABS, INC (MOBX) NSO Exercise Calculator
Calculator · free · no signup · MOBXPlan your MOBIX LABS, 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
$198,990
Sell + invest wins by $20,773 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% | $18,564 |
| LTCG on diversified gain (fed + state + NIIT) | −$5,217 |
| Net at year 1 | $198,990 |
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 | $178,216 |
Sold 2,679 shares at exercise to cover strike + tax; 2,321 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 MOBIX LABS, INC
MOBIX LABS, INC (MOBX) is a public Semiconductor company, incorporated in Delaware and headquartered in Irvine, CA. IPO'd Jan 2, 2024.
Last close: $0.92 per share (as of 2026-10-09).
Nasdaq; RF/connectivity semiconductors.
Equity grants at MOBIX LABS, INC typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Fabian Battaglia co-founded Mobix Labs in Irvine, California, on July 31, 2020, to build radio frequency (RF, the signal bands wireless devices use to communicate) semiconductor components. The company designs custom RF integrated circuits, millimeter-wave communication and imaging systems, and electromagnetic interference (EMI) filtering connectors for defense, aerospace, industrial and medical customers. On December 21, 2023, Mobix Labs completed a merger with special-purpose acquisition company Chavant Capital Acquisition Corp., converting the shell company into Mobix Labs, Inc. and beginning trading on Nasdaq under the ticker MOBX the following day.
Sources: sec.gov · sec.gov · investors.mobixlabs.com · globenewswire.com
Equity comp at MOBIX LABS, INC
- RSUs held by executives and directors accelerate fully upon a change of control (single-trigger, meaning no termination of employment is required as a second condition for vesting to accelerate). Significant RSU grants to officers, directors, and key employees were made outside of the 2023 Equity Incentive Plan and required separate shareholder approval via proxy vote. Equity awards use a deferred-tranche structure rather than a standard cliff-and-graded schedule, with each tranche carrying its own one-year vesting period from its grant date. A 2023 Employee Stock Purchase Plan was adopted allowing eligible employees to purchase shares at a discount, but no offering period had launched as of early 2024.
- Vesting schedule: Non-standard deferred-tranche structure: executive and director RSUs are issued in three separate tranches, granted on the 1st, 2nd, and 3rd anniversaries of the December 2023 SPAC merger closing, with each tranche vesting one year after its grant date. Pre-closing RSUs for certain key employees vest one-third per year over three years from the merger closing. The 2023 Equity Incentive Plan delegates vesting terms to the board on an award-by-award basis with no single standard schedule..
Sources: sec.gov · sec.gov · sec.gov · sec.gov · sec.gov
Researched 2026-07-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by MOBIX LABS, INC.
Use this calculator to estimate your MOBIX LABS, INC (MOBX) 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 MOBIX LABS, INC tools → · Use the generic NSO Exercise Calculator for any company.
MOBIX LABS, INC equity questions
- How is a MOBIX LABS, 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 MOBIX LABS, INC grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does MOBIX LABS, INC grant ISOs, NSOs, or RSUs?
- Equity compensation at MOBIX LABS, 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.
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