Sell EchoStar (ECHO) stock to fund a goal
Calculator · free · no signup · ECHONeed cash for a goal? Plan the minimum-tax schedule to sell your vested EchoStar (ECHO) shares and net a target amount by a target date, across tax years.
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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 | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
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 3,476 shares worth $410,758 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 EchoStar
EchoStar (ECHO) is a public Consumer Internet company, incorporated in Nevada and headquartered in Englewood, CO.
Last close: $94.25 per share (as of 2026-10-03).
Equity grants at EchoStar typically include restricted stock units (RSUs).
EchoStar Corporation is an American telecommunications company, specializing in satellite communication, wireless telecommunications, and internet services. Echostar also provides multichannel video programming and mobile services through its subsidiaries: Dish Network, Boost Mobile, Sling TV, EchoStar Mobile, and Hughes Network Systems.
Source: Wikipedia (CC BY-SA 4.0)
The company holds the satellite and spectrum assets assembled by Charlie Ergen, and after reuniting with DISH Network in 2023 it combined pay-television subscribers with a wireless network build-out. Satellite television is a declining but cash-generative business funding a capital-intensive attempt to become a fourth national wireless carrier. Federal build-out obligations attached to the spectrum licenses set deadlines that shape capital spending more than customer demand does. Spectrum holdings are widely viewed as worth more than the operating businesses. Headquarters are in Englewood, Colorado.
Sources: sec.gov · en.wikipedia.org
Equity comp at EchoStar
- EchoStar's RSU and option agreements use double trigger vesting on a change in control: acceleration only occurs if the company is acquired AND the employee is terminated without cause (or the surviving company ends the award) within 24 months after that acquisition. Vesting on control change alone, or termination alone, does not accelerate awards. Separately, EchoStar's standard equity grants vest annually at 20% per year over five years, a slower, more gradual cadence than the typical four-year vesting with a one-year cliff (where a quarter vests only after the first full year, then monthly or quarterly after).
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
- Vesting schedule: Standard EchoStar equity awards (RSUs and options) vest annually in equal installments over 5 years (20% per year), rather than the more common 4-year schedule with a 1-year cliff. Some individual grants use 3-year or 10-year ratable schedules instead..
Sources: sec.gov · sec.gov · sec.gov · sec.gov
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by EchoStar.
If you hold vested EchoStar (ECHO) 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 ECHO position at $94.25 is worth $471,250. 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 EchoStar tools → · Use the generic Stock Sale Funding Calculator for any company.
EchoStar equity questions
- How much ECHO 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 ECHO 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 EchoStar grant ISOs, NSOs, or RSUs?
- Equity compensation at EchoStar typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do EchoStar RSUs use double-trigger vesting?
- Yes. EchoStar restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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One piece of the puzzle.
OptionsAhoy plans your EchoStar equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.