Sell Incyte (INCY) stock to fund a goal
Calculator · free · no signup · INCYNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Incyte (INCY) 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.
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 | $109,617 | $111,667 | $111,859 | $118,744 |
| Wealth @ target | $718,846 | $716,668 | $714,158 | $711,725 |
| Chance of shortfall | <0.1% | 0% | 1.8% | 3.4% |
Feasible
$400,074 net by 08/01/27
Total tax: $109,617 (federal $58,832, state $36,054, NIIT $14,732)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/20/26 | 4,086 | $351,185 | $360,065 | |
| 03/31/27 | 4 | $360 | $360,428 | |
| 04/30/27 | 32 | $2,894 | $363,341 | |
| 05/31/27 | 100 | $9,099 | $372,482 | |
| 06/30/27 | 100 | $9,152 | $381,655 | |
| 07/31/27 | 100 | $9,208 | $390,864 | |
| 08/01/27 | 100 | $9,210 | $400,074 |
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 3,478 shares worth $411,546 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 Incyte
Incyte (INCY) is a public Pharma/Biotech company, incorporated in Delaware and headquartered in Wilmington, DE.
Last close: $123.47 per share (as of 2026-08-18).
Equity grants at Incyte typically include restricted stock units (RSUs).
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
Source: Wikipedia (CC BY-SA 4.0)
The company built itself around Jakafi, a JAK inhibitor approved in 2011 for myelofibrosis and later for other conditions, which supplies most of its revenue. That concentration is the central fact of the investment case: the compound's patent life sets a deadline the pipeline has to beat. Research has extended into dermatology and additional oncology indications, some through partnerships that share development cost. Unlike larger peers, the company has neither the scale nor the cash to acquire its way out of a gap. Headquarters are in Wilmington, Delaware.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Incyte.
If you hold vested Incyte (INCY) 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 INCY position at $123.47 is worth $617,350. 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 Incyte tools → · Use the generic Stock Sale Funding Calculator for any company.
Incyte equity questions
- How much INCY 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 INCY 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 Incyte grant ISOs, NSOs, or RSUs?
- Equity compensation at Incyte typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
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