Sell FreeCast, Inc. (CAST) stock to fund a goal

Calculator · free · no signup · CAST

Need cash for a goal? Plan the minimum-tax schedule to sell your vested FreeCast, Inc. (CAST) 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.

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$717,604$715,404$713,184$710,541
Chance of shortfall0%1.7%3.3%

Feasible

$400,039 net by 08/01/27

Total tax: $110,083 (federal $58,924, state $36,411, NIIT $14,748)

Schedule · Recommended

Sale dateSharesTaxNetCumulative
08/26/264,092$351,361$360,079
03/31/274$359$360,441
04/30/2732$2,891$363,351
05/31/27100$9,088$372,480
06/30/27100$9,141$381,643
07/31/27100$9,196$390,840
08/01/27100$9,199$400,039

Risk vs wealth

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

$710K$714K$719K0%5%10%chance of shortfall★your 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 3,472 shares worth $410,285 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 FreeCast, Inc.

FreeCast, Inc. (CAST) is a public Consumer Internet company, incorporated in Florida and headquartered in Orlando, FL. IPO'd Mar 10, 2026.

Last close: $1.13 per share (as of 2026-10-13).

Nasdaq; streaming TV aggregator.

Equity grants at FreeCast, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

FreeCast, Inc. is an American digital media distribution company headquartered in Orlando, Florida. The company operates as an aggregation platform that helps users connect and manage their streaming subscriptions in one place and provides access to internet-delivered streaming channels, free ad-supported streaming television (FAST) channels, and over-the-air broadcast television through a unified interface.

Source: Wikipedia (CC BY-SA 4.0)

SmartGuide, FreeCast's streaming aggregator, indexes live and on-demand content across thousands of sources and points viewers to the underlying app or channel rather than hosting content itself. William A. Mobley Jr. incorporated the Florida company on June 21, 2011 and remains its CEO and board chairman; FreeCast licenses the platform to broadband and mobile carriers, device makers, and hospitality operators. It completed a direct listing (registering existing shareholders' shares for public resale rather than selling new stock) on the Nasdaq Global Market under ticker CAST, and began trading March 10, 2026.

Sources: sec.gov · renaissancecapital.com · tradingview.com

Equity comp at FreeCast, Inc.

  • FreeCast's public filings describe a 2021 Equity Incentive Plan (adopted June 25, 2021, expiring June 25, 2031) under which the company grants incentive stock options (ISOs, tax-advantaged options for employees) and non-qualified stock options (NSOs, options without that tax treatment, open to consultants and directors too). As of the company's most recent S-1, roughly 8 million options were outstanding at various strike prices. Public filings reviewed do not describe restricted stock units (RSUs, stock grants that vest into shares rather than being purchased), so no RSU vesting or double-trigger (a change-of-control clause requiring both a deal closing and a job loss before shares vest) terms could be confirmed. Treat this as an options-centric, not RSU-centric, equity program until a proxy statement documents otherwise.

Sources: sec.gov · sec.gov

Researched 2026-07-22.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by FreeCast, Inc..

If you hold vested FreeCast, Inc. (CAST) 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 CAST position at $1.13 is worth $5,650. 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 FreeCast, Inc. tools → · Use the generic Stock Sale Funding Calculator for any company.

FreeCast, Inc. equity questions

How much CAST 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 CAST 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 FreeCast, Inc. grant ISOs, NSOs, or RSUs?
Equity compensation at FreeCast, Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
When did the FreeCast, Inc. IPO lockup expire?
FreeCast, Inc. (CAST) went public on March 10, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around September 6, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
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