SharonAI Holdings Inc. (SHAZ) NSO Exercise Calculator
Calculator · free · no signup · SHAZPlan your SharonAI Holdings 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
$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 SharonAI Holdings Inc.
SharonAI Holdings Inc. (SHAZ) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Feb 18, 2026.
Last close: $54.68 per share (as of 2026-09-25).
Nasdaq IPO Feb 2026; AI/GPU cloud data centers.
Equity grants at SharonAI Holdings Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Sharon AI Holdings raised $125 million in its Nasdaq listing on February 18, 2026, trading under ticker SHAZ after co-founders James Manning and Andrew Leece built the company from 2021 as an Australian "neocloud," renting GPU compute capacity to AI researchers and enterprises. The company operates data centers in partnership with NVIDIA, NEXTDC, and Cisco, and in June 2026 signed a six-year deal with NVIDIA to add 72 megawatts of capacity using up to 40,000 Grace Blackwell GB300 GPUs, bringing total contracted capacity to 102 megawatts. Separately, it holds a $1.25 billion, five-year cloud capacity agreement with ESDS Software Solutions.
Sources: sharonai.com · datacenterdynamics.com · nasdaq.com · datacenterdynamics.com · sharonai.com
Equity comp at SharonAI Holdings Inc.
- SharonAI went public via a SPAC merger (a transaction where an already-public shell company merges with a private company, taking it public without a traditional IPO) with Roth CH Acquisition Co., completing December 19, 2025, then uplisting to Nasdaq under ticker SHAZ in February 2026. Legacy, pre-merger Sharon AI Inc. RSU awards used double-trigger vesting: a time-based condition plus a Liquidity Event, defined as a Change in Control or a Qualified IPO. The SPAC merger and Nasdaq listing satisfied that Liquidity Event condition, so time-vested legacy RSUs converted to ordinary vested shares. RSUs granted since the company went public, to board members and executives under the new 2025 Omnibus Equity Incentive Plan, use standard single-trigger, time-based vesting only (commonly a one-year vest for board grants or three equal annual installments for executive grants), since the stock is now already liquid.
Sources: sec.gov · sec.gov · sharonai.com
Researched 2026-08-14.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by SharonAI Holdings Inc..
Use this calculator to estimate your SharonAI Holdings Inc. (SHAZ) 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 SharonAI Holdings Inc. (SHAZ)'s last close of $54.68, exercising 5,000 NSOs with a $16.4 strike creates a $191,400 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $51,678 and $86,130 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 SharonAI Holdings Inc. tools → · Use the generic NSO Exercise Calculator for any company.
SharonAI Holdings Inc. equity questions
- How is a SharonAI Holdings 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 SharonAI Holdings Inc. grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does SharonAI Holdings Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at SharonAI Holdings 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.
- When did the SharonAI Holdings Inc. IPO lockup expire?
- SharonAI Holdings Inc. (SHAZ) went public on February 18, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around August 17, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
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OptionsAhoy plans your SharonAI Holdings Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.