ISO/NSO splits, tracked automatically

Cake Equity automatically tracks ISO and NSO splits for US option holders. The $100K annual limit is calculated and applied for you, with nothing to set up.

Under US tax law, employees can vest up to $100,000 of incentive stock options (ISOs) per calendar year, based on the grant date strike price. Options vesting beyond that threshold are non-qualified stock options (NSOs).

When an employee's options vest beyond the annual ISO threshold, Cake correctly classifies the excess as NSOs and shows the split directly in the vesting details and transaction tables.

Find your option grants under Plans → Options.