ESPP Lookback Calculator
Model how a stock price jump during your offering period turns a 15% discount into a much larger gain, and compare it side by side with a plan that has no lookback.
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Simple tools for seeing what your equity could be worth, before you make a decision.
Model how a stock price jump during your offering period turns a 15% discount into a much larger gain, and compare it side by side with a plan that has no lookback.
Open calculator →See how much federal tax the flat 22% withholding on your RSU vests could leave you owing at filing time, and what it takes to close the gap.
Open calculator →Find out how much tax you could pay twice if your broker reports a $0 cost basis on the RSU shares you sell, and what fixing it is worth.
Open calculator →Estimate the AMT bill from exercising ISOs and holding the shares, and see how many you could exercise before AMT kicks in.
Open calculator →Want to understand the terms first? Read our articles or browse the glossary →
Calculators give you a rough picture. Book a free 15-minute call and we'll look at your actual plan.
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