Leaving Csquare, Inc.? Plan your 90-day ISO window
Calculator · free · no signup · pre-IPOCsquare, Inc. 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
Seeded from secondary-market data, as of Aug 10, 2026
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: $98,654 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.
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.
| 1 | 10,000 | |||
| 2 | 0 | |||
| 3 | 0 |
Federal AMT credit
Earned
$31,110
Recovered
$29,764
Remaining
$1,346
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.
Request beta access →Related calculators: Multi-Year ISO Exercise Schedule Calculator · Stock Concentration Calculator
About Csquare, Inc.
Csquare, Inc. is a privately held Cloud/SaaS company, incorporated in Delaware and headquartered in Dallas, TX. S-1 filed Jun 25, 2026.
Last reported secondary-market price: $22.03 per share (as of 2026-08-10). Your own 409A may differ.
Equity grants at Csquare, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Csquare operates enterprise colocation and interconnection facilities across the United States. The company took its current form in April 2024 when Brookfield Infrastructure Partners merged two of its data center holdings, Evoque Data Center Solutions and Cyxtera Technologies; Brookfield had acquired Evoque in 2019 from AT&T. Spencer Mullee, who led Evoque, became CEO. As of March 2026, Csquare runs 64 facilities across 21 US metros and reported $1.0 billion in annual revenue. It filed an S-1 with the SEC in June 2026, targeting a $650 million IPO on NYSE under ticker CSQR.
Sources: sec.gov · businesswire.com
Equity comp at Csquare, Inc.
- Csquare filed its S-1 registration statement in June 2026 for a proposed NYSE IPO (ticker CSQR). The company adopted an Omnibus Incentive Plan under which RSUs are expected to be granted to employees and executive officers around the IPO date. Executive employment agreements include a cash severance provision equal to 1.5 times base salary plus target bonus, triggered only when both a change of control occurs AND the executive suffers a qualifying termination within 24 months following that event. Whether the same double-trigger structure applies to RSU vesting acceleration (equity that converts automatically upon a change of control regardless of whether the employee is terminated) under the Omnibus Incentive Plan could not be confirmed from publicly accessible sources. No pre-IPO tender offers were identified.
Researched 2026-07-01.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Csquare, Inc..
If you are leaving Csquare, Inc. 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.
Example: leaving Csquare, Inc. with 5,000 vested ISOs at a $6.61 strike, with the last reported price at $22.03, exercising all of them inside the 90-day window puts a $77,100 bargain element into one tax year. Above the 2026 federal AMT exemption ($88,100 single, $137,000 married joint), the 28% AMT rate adds roughly $21,588 on top of regular tax before any state AMT (CA, CO, CT, MN). Exercising fewer shares lowers that bill at the cost of forfeiting the rest; the calculator above finds the count that maximizes expected after-tax value for your exact figures.
All Csquare, Inc. tools → · Use the generic Post-Termination ISO Exercise Calculator for any company.
Csquare, Inc. equity questions
- I left Csquare, Inc.. 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 Csquare, Inc.'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 Csquare, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at Csquare, 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.
- Are Csquare, Inc. 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 Csquare, Inc. shares qualify turns on when you acquired them and the company's asset size at that time.
One piece of the puzzle.
OptionsAhoy plans your Csquare, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.