Update by
Aaron Blakemore
Senior Product Manager
Only $100,000 of incentive stock options (ISOs) can vest for one person per calendar year. Cake Intelligence already splits the rest into non-qualified options (NSOs) as they vest. Now you can see who has split, and by how much.
The ISO $100K limit page reports on every option holder for the tax year you pick. What you can do:
- Check how much of each person's $100,000 has been used and how much has vested as NSOs
- Group your option holders into split, approaching the limit, and within it, then click a group to filter the list
- Switch tax years to report on a previous one
- Export the year as a CSV to hand to your accountant or attorney
The page fills in as options vest, so it reports the year to date. Available on Pro, for US companies.
