Sell Marriott (MAR) stock to fund a goal
Calculator · free · no signup · MARNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Marriott (MAR) 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 | $109,595 | $111,667 | $111,866 | $118,780 |
| Wealth @ target | $719,016 | $716,834 | $714,390 | $711,958 |
| Chance of shortfall | <0.1% | 0% | 1.9% | 3.4% |
Feasible
$400,052 net by 08/01/27
Total tax: $109,595 (federal $58,818, state $36,048, NIIT $14,729)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/18/26 | 4,085 | $351,104 | $360,028 | |
| 03/31/27 | 4 | $360 | $360,391 | |
| 04/30/27 | 32 | $2,895 | $363,306 | |
| 05/31/27 | 100 | $9,102 | $372,449 | |
| 06/30/27 | 100 | $9,156 | $381,626 | |
| 07/31/27 | 100 | $9,211 | $390,838 | |
| 08/01/27 | 100 | $9,214 | $400,052 |
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 $411,823 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 Marriott
Marriott (MAR) is a public Airline and Travel company, incorporated in Delaware and headquartered in Bethesda, MD.
Equity grants at Marriott typically include restricted stock units (RSUs).
Marriott International, Inc. is an American multinational company that operates, franchises, and licenses lodging brands that include hotel, residential, and timeshare properties. The company owns over 37 hotel and timeshare brands, with 9,000 locations and 1,597,380 rooms across its network. Headquartered in Bethesda, Maryland, the company is the successor to the hospitality division of the Marriott Corporation, which was founded by J. Willard Marriott (1900–1985) and his wife Alice Marriott (1907–2000).
Source: Wikipedia (CC BY-SA 4.0)
J. Willard Marriott and his wife Alice opened a root beer stand in Washington in 1927, moved into hotels in 1957, and the family remains influential. The company franchises and manages rather than owning real estate, which converts it into a fee business on room revenue with modest capital needs. The 2016 Starwood acquisition added Sheraton, Westin, and W, and brought a data breach disclosed in 2018 affecting hundreds of millions of guest records. Bonvoy loyalty spans roughly thirty brands. Headquarters are in Bethesda, Maryland.
Sources: marriott.com · en.wikipedia.org
Equity comp at Marriott
- 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 Marriott.
If you hold vested Marriott (MAR) 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 Marriott tools → · Use the generic Stock Sale Funding Calculator for any company.
Marriott equity questions
- How much MAR 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 MAR 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 Marriott grant ISOs, NSOs, or RSUs?
- Equity compensation at Marriott typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Marriott RSUs use double-trigger vesting?
- No. Marriott 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.
One piece of the puzzle.
OptionsAhoy plans your Marriott equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.