Compare saved plans to see how different actions affect proceeds, cash requirements, concentration, and taxes.

Review proceeds net of tax alongside cash out of pocket. Compare concentration by value as well as the shares still held. Check the total tax, effective rate, and ending AMT credit balance where shown.

A plan with more proceeds can also require more cash to exercise options or create a different tax exposure. Use the underlying plan details to identify which actions cause the difference.

The page includes proceeds over time and a projected-assets simulation. Review the return and volatility inputs before interpreting the simulation. Its percentile range describes modeled outcomes under assumptions; it is not a guaranteed range of future results.

Expand each plan under Plan details to inspect dates, quantities, FMV, exercise cost, and tax treatment. Keep company assumptions consistent when comparing action strategies.

Use Export data or Download PDF when available after calculation. For a configurable presentation, select the same saved plans in Client Deliverable.

Use the Tax tab for a more detailed tax comparison and Cashflow for month-by-month cash needs.