Global X Funds Post-Termination ISO Calculator
Calculator · free · no signup · pre-IPOLeft Global X Funds with vested ISOs? Most plans give you 90 days to exercise or forfeit. See your deadline, the AMT cost of exercising, and the share count that maximizes after-tax value.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
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.
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
$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.
Request beta access →Related calculators: Multi-Year ISO Exercise Schedule Calculator · Stock Concentration Calculator
About Global X Funds
Global X Funds is a public Other company, incorporated in Delaware and headquartered in New York, NY. IPO'd Jun 17, 2026.
Equity grants at Global X Funds typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Global X ETFs is a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across the global markets. Founded in 2008, it has approximately $40 billion in managed assets, across more than 80 different products. The ETF issuer and manager is widely known for its Thematic Growth, Income and International product suites, in addition to its Core, Commodities and Alpha strategies. In July 2018, the company was acquired by Mirae Asset Global Investments.
Source: Wikipedia (CC BY-SA 4.0)
Bruno del Ama and Jose Gonzalez co-founded Global X Funds in New York in 2008 to provide ETF access to asset classes then underserved by mainstream fund families. The firm manages over 90 exchange-traded funds spanning thematic equity (sector and technology trends), covered call strategies (funds that sell call options on an index to generate income), international market access, and fixed income. Mirae Asset Global Investments, a South Korean asset manager, acquired Global X in July 2018 when AUM stood at $10.1 billion. By end of 2024, AUM had grown to $53.9 billion, with the covered call suite alone holding $13.1 billion.
Sources: prnewswire.com · nasdaq.com
Equity comp at Global X Funds
- Global X Funds (CIK 0001432353) is a Delaware statutory trust registered as an open-end management investment company under the Investment Company Act of 1940. It is not an operating employer and has no employees of its own. The trust is the legal shell for a suite of exchange-traded fund series; portfolio management and administrative services are provided by a separately organized entity, Global X Management Company LLC, headquartered at 605 Third Avenue, 43rd Floor, New York, NY. Any employees of the management company hold equity in that LLC or in its parent, Mirae Asset Financial Group, not in the trust itself. Equity compensation concepts such as RSU double trigger (a grant that requires both an acquisition event and a subsequent involuntary termination before unvested shares accelerate) do not apply to this investment trust entity.
Sources: federalregister.gov
Researched 2026-07-04.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Global X Funds.
If you have left Global X Funds with vested incentive stock options (ISOs), most stock plans give you 90 days from your departure date to exercise or forfeit them. Exercising everything at once concentrates the AMT bargain element into a single tax year. This calculator computes your window deadline from your departure date, the alternative minimum tax (AMT) cost of a full exercise at the current trading price, and the partial-exercise share count that maximizes expected after-tax value.
All Global X Funds tools → · Use the generic Post-Termination ISO Exercise Calculator for any company.
Global X Funds equity questions
- I left Global X Funds. 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 Global X Funds'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 Global X Funds grant ISOs, NSOs, or RSUs?
- Equity compensation at Global X Funds 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.
- When did the Global X Funds IPO lockup expire?
- Global X Funds went public on June 17, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 14, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your Global X Funds equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.