Sell Fastenal (FAST) stock to fund a goal

Calculator · free · no signup · FAST

Need cash for a goal? Plan the minimum-tax schedule to sell your vested Fastenal (FAST) 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.

Stack 1

Drives chance-of-shortfall · default 30%

Lots

Plan

Estimates only. Not financial advice.

10%
1%30%

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
Wealth @ target$719,016$716,834$714,390$711,958
Chance of shortfall0%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 dateSharesTaxNetCumulative
08/18/264,085$351,104$360,028
03/31/274$360$360,391
04/30/2732$2,895$363,306
05/31/27100$9,102$372,449
06/30/27100$9,156$381,626
07/31/27100$9,211$390,838
08/01/27100$9,214$400,052

Risk vs wealth

Each dot is a possible plan. Right is riskier, up is more wealth left over.

$711K$716K$720K0%5%10%chance of shortfallyour risk ceilingRecommendedLock in nowBalancedHold for growth

Trajectory of cash netted

Solid line = expected. Shaded band = 10th–90th percentile under price uncertainty.

$0$220K$440KAug 26Feb 27Aug 27goal $400K

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.

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Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator

About Fastenal

Fastenal (FAST) is a public Industrial company, incorporated in Minnesota and headquartered in Winona, MN.

Equity grants at Fastenal typically include restricted stock units (RSUs).

Fastenal Company is an American publicly traded company based in Winona, Minnesota, founded in 1967. Fastenal is a major distributor of industrial and construction supplies, and the largest fastener distributor in North America. Fastenal provides supply chain solutions including bin stock, vending machines, inventory management, and logistics services. Fastenal placed 479 in the 2021 Fortune 500 based on its 2020 revenues, and its stock is a component of the Nasdaq 100 and S&P 500 stock market indices. Fastenal had 3,334 in-market locations as of March 2023.

Source: Wikipedia (CC BY-SA 4.0)

Bob Kierlin founded the company in Winona, Minnesota in 1967 to sell nuts and bolts, and it grew into an industrial distributor by placing inventory as close to the customer as possible. Onsite locations inside customer plants and vending machines dispensing gloves, drill bits, and safety supplies now drive a large share of sales, turning a distributor into embedded infrastructure. That proximity model raises switching costs. Headquarters remain in Winona, and results track manufacturing and construction activity.

Sources: fastenal.com · en.wikipedia.org

Equity comp at Fastenal

  • 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 Fastenal.

If you hold vested Fastenal (FAST) 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 Fastenal tools → · Use the generic Stock Sale Funding Calculator for any company.

Fastenal equity questions

How much FAST 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 FAST 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 Fastenal grant ISOs, NSOs, or RSUs?
Equity compensation at Fastenal typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Fastenal RSUs use double-trigger vesting?
No. Fastenal 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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