Samsara (IOT) NSO Exercise Calculator
Calculator · free · no signup · IOTPlan your Samsara 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 Samsara
Samsara (IOT) is a public Vertical SaaS company, incorporated in Delaware and headquartered in San Francisco, CA. IPO'd Dec 15, 2021.
Last close: $32.65 per share (as of 2026-06-16).
Equity grants at Samsara typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.
Source: Wikipedia (CC BY-SA 4.0)
Sanjit Biswas and John Bicket launched Samsara in 2015 after Cisco bought their first company, Meraki, for $1.2 billion in 2012. The San Francisco company sells a Connected Operations Cloud that wires vehicle telematics, AI dash cams, and equipment sensors into one workflow layer for trucking fleets, construction crews, and utilities. Samsara went public on the NYSE under ticker IOT in December 2021 at $23 a share. Fiscal 2026 revenue hit $1.62 billion, up 30 percent, and the $100K+ ARR cohort grew to 3,194 customers worth $1.2 billion.
Sources: en.wikipedia.org · samsara.com
Equity comp at Samsara
- 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 Samsara.
Use this calculator to estimate your Samsara (IOT) 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 Samsara (IOT)'s last close of $32.65, exercising 5,000 NSOs with a $9.8 strike creates a $114,250 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $30,847 and $51,412 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 Samsara tools → · Use the generic NSO Exercise Calculator for any company.
Samsara equity questions
- How is a Samsara 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 Samsara grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Samsara grant ISOs, NSOs, or RSUs?
- Equity compensation at Samsara 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.
- Do Samsara RSUs use double-trigger vesting?
- No. Samsara 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 Samsara equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.