Sell Fortive (FTV) stock to fund a goal
Calculator · free · no signup · FTVNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Fortive (FTV) 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 Fortive
Fortive (FTV) is a public Industrial company, incorporated in Delaware and headquartered in Everett, WA.
Last close: $57.47 per share (as of 2026-10-03).
Equity grants at Fortive typically include restricted stock units (RSUs).
Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of December 2022, Fortive has over 18,000 employees in 60 countries worldwide.
Source: Wikipedia (CC BY-SA 4.0)
Danaher spun the company out in 2016 with a portfolio of industrial instruments and software, and it has since divested the more cyclical hardware to concentrate on connected workflow products. Management uses the Danaher Business System playbook it inherited, which pairs continuous improvement with disciplined acquisition. Field service management, facility safety compliance, and calibration instruments are the recurring-revenue anchors. The portfolio is deliberately assembled to reduce exposure to any single industrial cycle. Headquarters are in Everett, Washington.
Sources: sec.gov · en.wikipedia.org
Equity comp at Fortive
- Fortive's Severance and Change-in-Control Plan for Officers is double-trigger: equity awards do not accelerate on a change in control alone. Acceleration requires a qualifying termination (without cause, or resignation for good reason) within 24 months following a qualified change in control, at which point unvested equity vests in full and performance-based awards are deemed achieved at target. Separately, many of Fortive's executive RSU grants vest over longer schedules than the market-standard 4-year/25%-annually pattern, often with vesting concentrated in years 3 through 5 after grant. Non-employee director RSUs, by contrast, vest in full upon a change in control regardless of termination (single-trigger), but that policy applies to the board, not employees.
- 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: Executive/officer RSU grants at Fortive commonly use longer, delayed-vesting schedules rather than the typical 4-year/25%-per-year pattern, e.g. one-third vesting on each of the 3rd, 4th, and 5th anniversaries of grant, 20% vesting on each of the first five anniversaries, or 50% vesting on each of the 3rd and 4th anniversaries, depending on the award..
Sources: sec.gov · sec.gov · investors.fortive.com · contracts.justia.com
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Fortive.
If you hold vested Fortive (FTV) 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 FTV position at $57.47 is worth $287,350. 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 Fortive tools → · Use the generic Stock Sale Funding Calculator for any company.
Fortive equity questions
- How much FTV 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 FTV 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 Fortive grant ISOs, NSOs, or RSUs?
- Equity compensation at Fortive typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Fortive RSUs use double-trigger vesting?
- Yes. Fortive 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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OptionsAhoy plans your Fortive equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.