Equity Comp

Total Equity Value

$86,318

RSU + ISO net post-strike

RSU Vested

1,798

$31,825

RSU Unvested

2,918

$51,649

ISO Total

1,138

@ $15.20

Next Q Net

$2,533

post-tax

Per-Grant (6 active)

Grant	V/Total	Per Q	Q Left
RSU-1082	215/429	27	8.0
RSU-0722	214/286	18	4.0
RSU-1465	89/357	22	12.0
RSU-0654	522/641	40	3.0
RSU-0872	758/1,214	76	6.0
RSU -	0/1,789	223	0.0

Next 6 Vest Milestones (Aggregate)

Date	Shares

Aggregate-only: Per-ISO grant data not present in primary CSV. Provide comp_iso_grants.csv for per-grant tracking (strike, vest schedule, exercise history per grant).

Total

1,138

Strike

$15.20

Bargain/Share

$2.50

Total Bargain

$2,845

Net if Exercise All

$2,845

cost $17,298

Withhold Rate

22%

Next Q Withheld

$715

AMT (Exercise All)

1,138 shares • bargain $2,845

AMT (Half)

Rough estimate using 2026 single-filer AMT exemption $91,250 + 26% AMT rate (no phase-out modeling). Refine with per-ISO grant data + AMTI baseline in supplemental file.

🎯 ISO Exercise Strategy

Sell vested RSUs to exercise all 1,138 ISOs (cost $17,298). Adjust ISO allocation + AMT reserve sliders below.

ISO allocation % of proceeds 50%

AMT reserve % of proceeds 20%

RSUs to sell

—

Total $ raised (net)

—

→ ISO exercise

—

→ AMT reserve

—

→ Save

—

→ Reinvest

—

📊 General Proceeds Allocator

For any cash event — split across 5 buckets.

Proceeds: $ default = next quarter aggregate net

Taxes 25%$0

AMT Buffer 15%$0

Reinvest 30%$0

Savings 20%$0

Retained 10%$0

Total: 100% • $0

Liquidity-event calculators. Run any one independently. Hit ▶ Enter to compute.

⓪ Max Eligible Pool

Pre-Feb-15 vested pool × release % = max sellable. Default RSU = 1,007 (net post sell-to-cover).

Net RSU (pre-Feb-15, post-tax)

Vested options (pre-Feb-15)

Release %

$LIFE price

Combined pool

—

⭐ Max eligible

—

Pool $ value

—

The headline number. Use ①A/B/C for breakdowns.

①A — RSU × Release %

Vested RSU × release % × price = sellable shares + $ value.

Vested RSU shares

Release %

$LIFE price

Max RSUs sellable

—

Gross $ value

—

RSU sell-to-cover auto-handles ~22% withholding at vest. Gross $ ≈ what you net.

①B — Options × Release %

Vested options × release % × price = sellable options + intrinsic $ value (after strike).

Vested options

Release %

$LIFE price

Strike price

Max options sellable

—

Gross $

—

Strike cost

—

Net intrinsic $

—

Net = (price − strike) × shares. AMT not included — see ④.

①C — Combined (toggles)

If the early lock-up release fires, how much cash hits your account?

Vested RSU shares

Vested ISO options

$LIFE price

Strike

Release %

Sell RSUs for cash Exercise ISOs & sell Exercise ISOs & hold

Combined Pool

—

Released Shares

—

Gross RSU

—

Net RSU

—

ISO Sell Net

—

ISO Hold Cost

—

Net Cash

—

Fill inputs and press Enter to calculate.

Exercise-and-sell shares count against the 25% release pool. AMT not modeled — see Calc ④.

② Proceeds Allocation

Split proceeds across 6 buckets. All start at 0% — drag to set.

Net proceeds ($)

ISO Exercise 0%$0

Diversification 0%$0

Down Payment 0%$0

Emergency 0%$0

Tax Reserve 0%$0

Discretionary 0%$0

Total: 0% • $0 allocated • $0 remaining

All sliders start at 0%. Aim for 100%. Press Enter to compute.

No preset save — sliders reset on reload.

③ ISO Exercise Timeline

Exercise gradually — how long, how much cash, what AMT?

Total ISOs

Strike

$LIFE price

$ per period

# periods

Period unit

AMT rate %

Shares / period

—

Periods needed

—

Total cash

—

AMT / period

—

Schedule

Period	Sh	Cum	Cost	Rem	AMT
Press Enter.

Simplified — no exemption modeled. See Calc ④ for full AMT.

④ AMT Sensitivity

How does $LIFE price drive AMT exposure?

$LIFE $17.70

Strike

# ISOs exercised

AMT rate %

Bargain / share

—

Total bargain

—

Estimated AMT

—

Net after AMT

—

⚠ Simplified flat-rate. No exemption / phase-out / regular-tax credit. Directional only.

⑤ Long-Term Equity Tracker

Snapshot of your equity position.

RSU Vested

1,798

$31,825

RSU Unvested

2,918

$51,649

ISO Vested

1,138

strike $15.20

ISO Intrinsic

$2,845

Total Equity @ $17.70

$86,318

RSU/ISO mix

96.7% / 3.3%

Read-only. % of total LIFE equity. Net-worth-based concentration requires user net-worth input — not yet captured.

Per-quarter aggregate vest projection. Pending RSU- joins at Q+2 (≈3 months out).

Q	Gross	Net	Net $
Q+1	183	143	$2,533
Q+2	406	317	$5,612
Q+3	406	317	$5,612
Q+4	366	286	$5,060
Q+5	348	272	$4,811
Q+6	348	272	$4,811
Q+7	272	213	$3,762
Q+8	272	213	$3,762
Q+9	245	192	$3,389
Q+10	22	18	$311
Q+11	22	18	$311
Q+12	22	18	$311

Important dates pending: Provide comp_calendar.csv (event_type, start_date, end_date, notes) for lockup/blackout/IPO/tax-deadlines/grant-expiry. Tab 6 will populate from this file when present.

v1 scope: Vest events synthesized from CSV aggregate vest schedule. Exercise + sale history pending hand-entry CSV (comp_exercise_log.csv).

Vest Events (auto)

Date	Shares

Exercise / Sale History

Pending hand-entry: data/raw/comp_exercise_log.csv

✏️ LOG NEW TRANSACTION

Cash flow (running)

$0.00

Liquid shares (running)

Tax to save

$0.00

Rows

Date	Share	Action	Sh	$ Amt