Sell Hims & Hers (HIMS) stock to fund a goal
Calculator · free · no signup · HIMSNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Hims & Hers (HIMS) 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 Hims & Hers
Hims & Hers (HIMS) is a public Vertical SaaS company, incorporated in Delaware and headquartered in San Francisco, CA.
Last close: $29.79 per share (as of 2026-10-01).
Equity grants at Hims & Hers typically include restricted stock units (RSUs).
Hims & Hers Health, Inc., doing business as hims, is an American telehealth company headquartered in San Francisco. It provides prescription medications, over-the-counter medications, and personal care products through a direct-to-consumer subscription model.
Source: Wikipedia (CC BY-SA 4.0)
Andrew Dudum founded the company in 2017 around conditions people avoid discussing with a physician in person: hair loss, erectile dysfunction, and later mental health, skin, and weight management. Telehealth consultations connect to affiliated prescribers, and a subscription pharmacy fulfills the prescriptions, which keeps the customer relationship recurring. The company listed through a special purpose acquisition merger in 2021. Compounded versions of GLP-1 weight loss drugs became a large and legally contested revenue line as branded supply shortages eased.
Sources: hims.com · en.wikipedia.org
Equity comp at Hims & Hers
- 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 Hims & Hers.
If you hold vested Hims & Hers (HIMS) 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 HIMS position at $29.79 is worth $148,950. 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 Hims & Hers tools → · Use the generic Stock Sale Funding Calculator for any company.
Hims & Hers equity questions
- How much HIMS 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 HIMS 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 Hims & Hers grant ISOs, NSOs, or RSUs?
- Equity compensation at Hims & Hers typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Hims & Hers RSUs use double-trigger vesting?
- No. Hims & Hers 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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One piece of the puzzle.
OptionsAhoy plans your Hims & Hers equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.