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$718,258$716,076$713,344$710,913
Chance of shortfall0%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 dateSharesTaxNetCumulative
08/26/264,088$351,349$360,067
03/31/274$359$360,430
04/30/2732$2,891$363,340
05/31/27100$9,088$372,468
06/30/27100$9,141$381,631
07/31/27100$9,196$390,828
08/01/27100$9,199$400,027

Risk vs wealth

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

$710K$715K$719K0%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 3,476 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.

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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.

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)

FreeCast licenses SmartGuide, a platform that aggregates live TV, free ad-supported streaming (FAST) channels, and over-the-air broadcast listings into a single guide, to broadband providers and device makers who embed it in their own interfaces. William Mobley incorporated the company in Florida in 2011 and remains CEO and chairman. FreeCast completed a Nasdaq direct listing on March 10, 2026 under ticker CAST, and in June 2026 priced a $23.7 million private placement of Class A common stock and pre-funded warrants (rights to buy shares later at a set price).

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

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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