Sell Kratos (KTOS) stock to fund a goal
Calculator · free · no signup · KTOSNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Kratos (KTOS) 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 | $109,597 | $111,639 | $111,883 | $118,769 |
| Wealth @ target | $719,068 | $716,894 | $714,464 | $712,031 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,071 net by 08/01/27
Total tax: $109,597 (federal $58,819, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/17/26 | 4,085 | $351,104 | $360,043 | |
| 03/31/27 | 4 | $360 | $360,406 | |
| 04/30/27 | 32 | $2,896 | $363,321 | |
| 05/31/27 | 100 | $9,103 | $372,466 | |
| 06/30/27 | 100 | $9,157 | $381,644 | |
| 07/31/27 | 100 | $9,212 | $390,857 | |
| 08/01/27 | 100 | $9,215 | $400,071 |
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 3,479 shares worth $411,873 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 Kratos
Kratos (KTOS) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in San Diego, CA.
Equity grants at Kratos typically include restricted stock units (RSUs).
Kratos Defense & Security Solutions, Inc. is an American technology company with manufacturing concentrations in weapons and military electronics. It is headquartered in San Diego, California, United States. Customers include the U.S. federal government, foreign governments, commercial enterprises and state and local government agencies. The company is divided into 6 divisions.
Source: Wikipedia (CC BY-SA 4.0)
The San Diego company positions itself as a low-cost defense supplier, most visibly through jet-powered unmanned aircraft: target drones that simulate enemy aircraft for live-fire training, and the Valkyrie, a runway-independent combat drone intended to fly alongside crewed fighters at a fraction of a fighter's cost. Other lines cover satellite ground systems, microwave electronics, and solid rocket motors, the last drawing interest as munitions demand outpaced incumbent capacity. The company grew through acquisitions and carries a diverse program mix rather than a few large ones.
Sources: kratosdefense.com · en.wikipedia.org
Equity comp at Kratos
- 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 Kratos.
If you hold vested Kratos (KTOS) 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 Kratos tools → · Use the generic Stock Sale Funding Calculator for any company.
Kratos equity questions
- How much KTOS 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 KTOS 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 Kratos grant ISOs, NSOs, or RSUs?
- Equity compensation at Kratos typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Kratos RSUs use double-trigger vesting?
- No. Kratos 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.
Find another companyAerospace/Defense peers
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OptionsAhoy plans your Kratos equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.