Sell Dollar General (DG) stock to fund a goal
Calculator · free · no signup · DGNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Dollar General (DG) 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 | $109,595 | $111,667 | $111,866 | $118,780 |
| Wealth @ target | $719,016 | $716,834 | $714,390 | $711,958 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,052 net by 08/01/27
Total tax: $109,595 (federal $58,818, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/18/26 | 4,085 | $351,104 | $360,028 | |
| 03/31/27 | 4 | $360 | $360,391 | |
| 04/30/27 | 32 | $2,895 | $363,306 | |
| 05/31/27 | 100 | $9,102 | $372,449 | |
| 06/30/27 | 100 | $9,156 | $381,626 | |
| 07/31/27 | 100 | $9,211 | $390,838 | |
| 08/01/27 | 100 | $9,214 | $400,052 |
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 3,479 shares worth $411,823 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 Dollar General
Dollar General (DG) is a public Retail company, incorporated in Tennessee and headquartered in Goodlettsville, TN.
Equity grants at Dollar General typically include restricted stock units (RSUs).
Dollar General Corporation is an American chain of discount stores headquartered in Goodlettsville, Tennessee. As of January 8, 2024, Dollar General operated 20,388 stores in the contiguous United States and Mexico.
Source: Wikipedia (CC BY-SA 4.0)
The company traces to a 1939 Kentucky retailer and adopted the Dollar General name in 1955 with a genuine one-dollar price point. It now operates around twenty thousand small-format stores, concentrated in rural communities where larger retailers do not build, which is the structural advantage: proximity in places with few alternatives. Consumables dominate the mix, making it defensive in downturns. The company went private in a 2007 buyout and returned to markets in 2009. Headquarters are in Goodlettsville, Tennessee.
Sources: newscenter.dollargeneral.com · en.wikipedia.org
Equity comp at Dollar General
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-08-17.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Dollar General.
If you hold vested Dollar General (DG) 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.
All Dollar General tools → · Use the generic Stock Sale Funding Calculator for any company.
Dollar General equity questions
- How much DG 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 DG 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 Dollar General grant ISOs, NSOs, or RSUs?
- Equity compensation at Dollar General typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Dollar General RSUs use double-trigger vesting?
- No. Dollar General restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
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OptionsAhoy plans your Dollar General equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.