Sell Cboe Global Markets (CBOE) stock to fund a goal
Calculator · free · no signup · CBOENeed cash for a goal? Plan the minimum-tax schedule to sell your vested Cboe Global Markets (CBOE) shares and net a target amount by a target date, across tax years.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Inputs
Your equity
One stack per ticker (current-employer RSUs, prior-employer holdings, index fund, etc.). Each stack has its own current price, growth assumption, and cost-basis lots.
Drives chance-of-shortfall · default 30%
Lots
Plan
Estimates only. Not financial advice.
Lock-in-now is deterministic (0%). Plans that wait depend on future prices; risk is near-zero when inventory comfortably exceeds the goal. Volatility: each stack's option-implied vol if a ticker is set, otherwise 30%. Lognormal model; real markets have fatter tails.
| Tax | $109,617 | $111,667 | $111,859 | $118,744 |
| Wealth @ target | $718,846 | $716,668 | $714,158 | $711,725 |
| Chance of shortfall | <0.1% | 0% | 1.8% | 3.4% |
Feasible
$400,074 net by 08/01/27
Total tax: $109,617 (federal $58,832, state $36,054, NIIT $14,732)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/20/26 | 4,086 | $351,185 | $360,065 | |
| 03/31/27 | 4 | $360 | $360,428 | |
| 04/30/27 | 32 | $2,894 | $363,341 | |
| 05/31/27 | 100 | $9,099 | $372,482 | |
| 06/30/27 | 100 | $9,152 | $381,655 | |
| 07/31/27 | 100 | $9,208 | $390,864 | |
| 08/01/27 | 100 | $9,210 | $400,074 |
Risk vs wealth
Each dot is a possible plan. Right is riskier, up is more wealth left over.
Trajectory of cash netted
Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.
After the plan
You keep 3,478 shares worth $411,546 at the projected target-date price, invested for the next decision.
You solved for a cash target. The beta optimizes your full portfolio across multiple goals and market scenarios, not just one funding need.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator
About Cboe Global Markets
Cboe Global Markets (CBOE) is a public Fintech company, incorporated in Delaware and headquartered in Chicago, IL.
Last close: $290.99 per share (as of 2026-08-18).
Equity grants at Cboe Global Markets typically include restricted stock units (RSUs).
Cboe Global Markets, Inc. is an American financial exchange operator. In the U.S., it owns the largest exchange for trading in options, where it has a 30% market share, and the third-largest exchange for trading in equities, where it has a 10% market share. It operates the largest stock exchange in Europe, where it has a 25% market share. It is headquartered in Chicago, where it maintains an open outcry trading floor.
Source: Wikipedia (CC BY-SA 4.0)
The Chicago Board Options Exchange opened in 1973 as the first marketplace for listed options and still owns the proprietary index products built on that history, principally options on the S&P 500 and the VIX volatility index. Exclusive licensing on those indices means the trading cannot migrate to a competing venue, which is a materially better position than the fee competition in equities. Volatility is good for volume, so revenue rises when markets are unsettled. Market data and access fees supplement transaction revenue. Headquarters are in Chicago.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Cboe Global Markets.
If you hold vested Cboe Global Markets (CBOE) shares and need a set amount of cash by a date (a house down payment, tuition, a sabbatical, a business buy-in), the question is which lots to sell and in which tax years to keep the most after tax. This calculator builds the minimum-tax sell schedule across your lots, accounting for federal long-term capital gains, the net investment income tax, and your state.
Example: a 5,000-share CBOE position at $290.99 is worth $1,454,950. Say you need $150,000 of it for a house down payment by next spring. Selling enough shares all in one tax year can push the gain into the higher long-term capital-gains bracket and trigger the 3.8% net investment income tax; spreading the sale across two tax years often nets more. The calculator above finds the minimum-tax sell schedule across your specific lots, basis, goal, and date.
All Cboe Global Markets tools → · Use the generic Stock Sale Funding Calculator for any company.
Cboe Global Markets equity questions
- How much CBOE stock do I sell to fund a goal without overpaying tax?
- It depends on your cost basis, your target amount and date, and how the sale spreads across tax years. Selling vested CBOE shares triggers long-term capital-gains tax, plus the 3.8% net investment income tax and state tax above certain income, and bunching a large sale into one year can push the gain into a higher bracket. The calculator above builds the minimum-tax sell schedule across your lots to net your target amount by your date.
- Does Cboe Global Markets grant ISOs, NSOs, or RSUs?
- Equity compensation at Cboe Global Markets typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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