ZoomInfo (GTM) NSO Exercise Calculator
Calculator · free · no signup · GTMPlan your ZoomInfo 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 ZoomInfo
ZoomInfo (GTM) is a public Marketing company, incorporated in Delaware and headquartered in Vancouver, WA. IPO'd Jun 4, 2020.
Last close: $2.8 per share (as of 2026-06-16).
Ticker changed from ZI to GTM in 2025.
Equity grants at ZoomInfo typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
ZoomInfo Technologies Inc. is a registered data broker in the United States. The company collects and sells personal data, both public and private, through various means of data and web scraping. Information about business entities like companies and departments are also collected and offered. This personal information is available for sale to other businesses, which use the collected data for targeted marketing.
Source: Wikipedia (CC BY-SA 4.0)
Founded as DiscoverOrg in 2007 by Henry Schuck, the company acquired and adopted the original ZoomInfo name after the 2019 merger and went public on Nasdaq in June 2020 under ticker ZI. In May 2025 the company swapped ZI for GTM alongside the launch of GTM Studio, signaling a pivot from B2B contact data to a unified go-to-market software platform spanning sales, marketing, and RevOps. Headquartered in Vancouver, Washington with a Waltham, Massachusetts office, ZoomInfo closed fiscal 2025 with $1.25B in revenue, roughly 35,000 customers worldwide, and 1,921 accounts paying $100K or more in annual contract value.
Sources: ir.zoominfo.com · ir.zoominfo.com
Equity comp at ZoomInfo
- 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 ZoomInfo.
Use this calculator to estimate your ZoomInfo (GTM) 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 ZoomInfo (GTM)'s last close of $2.8, exercising 5,000 NSOs with a $1 strike creates a $9,000 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $2,430 and $4,050 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 ZoomInfo tools → · Use the generic NSO Exercise Calculator for any company.
ZoomInfo equity questions
- How is a ZoomInfo 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 ZoomInfo grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does ZoomInfo grant ISOs, NSOs, or RSUs?
- Equity compensation at ZoomInfo 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 ZoomInfo RSUs use double-trigger vesting?
- No. ZoomInfo 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 ZoomInfo equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.