Leaving Arize AI? Plan your 90-day ISO window

Calculator · free · no signup · pre-IPO

Arize AI is pre-IPO. Left with vested ISOs? Model the 90-day exercise-or-forfeit decision and its AMT cost at any valuation: current 409A or an expected exit price.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your grant

3 yrs
10%
20%
5.0%

Tax inputs

Grant timeline

Recommended exercise quantity

Exercise all 10,000

With 10%/yr expected growth over the 3-yr hold, every share's expected after-tax gain exceeds its marginal AMT cost. Net value: $171,946 at horizon.

Net after-tax value vs. shares exercised

Each point is the expected after-tax NPV at your hold horizon if you exercise that many shares now and let the rest expire.

$0$43K$86K$129K$172K02,5005,0007,50010,000
Recommended (10,000)Full exercise (10,000)

Year-by-year tax breakdown

You pay the higher of Regular tax and Tentative AMT per jurisdiction, then subtract Credit recovered. The result is Net tax. Hover any number for the bracket-by-bracket breakdown.

110,000
20
30

Federal AMT credit

Earned

$134,654

Recovered

$29,764

Remaining

$104,890

The AMT credit only recovers in years where regular tax exceeds AMT — typically a year with no ISO exercise. It carries forward indefinitely (Form 8801) and applies in any future tax year where regular tax exceeds AMT.

Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). Assumes you are within the $100K ISO limit (any portion of an annual ISO grant whose FMV at grant exceeds $100K is treated as NSO from the start, §422(d)). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.

QSBS note. If your shares qualify (typically pre-IPO C-corp grants held 5+ years), a federal rule lets you exclude up to $10M of gain on a future sale from federal tax. That single rule shifts exercise-timing math more than AMT does. (This is §1202 “qualified small-business stock”.) Modeled in beta, not here.

You solved the exercise window. The beta plans what comes after it: the new shares, your remaining equity, hedges, and taxes in one multi-year plan.

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About Arize AI

Arize AI is a privately held AI company, headquartered in Berkeley, CA.

LLM observability.

Equity grants at Arize AI typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

Jason Lopatecki and Aparna Dhinakaran, both alumni of TubeMogul (acquired by Adobe) and Uber's ML infrastructure team, founded Arize AI in 2020. The platform monitors deployed machine learning models and LLMs in production, tracking data drift, model degradation, and hallucinations so teams can diagnose and fix failures without manually sifting logs. Arize raised a $70 million Series C in February 2025, led by Adams Street Partners with participation from Microsoft's M12 fund and Datadog, bringing total funding to $131 million.

Sources: techcrunch.com · arize.com

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Arize AI.

If you are leaving Arize AI with vested incentive stock options (ISOs), most stock plans give you 90 days from departure to exercise or forfeit them. The calculator works at any valuation: enter your strike and the current 409A fair market value (FMV) or an expected exit price. It computes your window deadline, the alternative minimum tax (AMT) cost of exercising in full, and the partial-exercise share count that maximizes expected after-tax value.

All Arize AI tools → · Use the generic Post-Termination ISO Exercise Calculator for any company.

Arize AI equity questions

I left Arize AI. How long do I have to exercise my ISOs?
Most stock plans give you 90 days from your departure date to exercise vested incentive stock options (ISOs); unexercised options are forfeited when the window closes. Tax law is slightly wider: ISO treatment requires you to have been an employee within 3 months of exercise (Internal Revenue Code Section 422(a)(2)), so options exercised under an employer-extended window are taxed as non-qualified stock options (NSOs). Check your grant agreement for Arize AI's exact terms. The calculator above computes your deadline from your departure date, the alternative minimum tax (AMT) cost of exercising, and the share count that maximizes after-tax value.
Does Arize AI grant ISOs, NSOs, or RSUs?
Equity compensation at Arize AI 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.
Are Arize AI shares eligible for QSBS?
They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your Arize AI shares qualify turns on when you acquired them and the company's asset size at that time.
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