Sell Nike (NKE) stock to fund a goal

Calculator · free · no signup · NKE

Need cash for a goal? Plan the minimum-tax schedule to sell your vested Nike (NKE) 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.

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$719,068$716,894$714,464$712,031
Chance of shortfall0%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 dateSharesTaxNetCumulative
08/17/264,085$351,104$360,043
03/31/274$360$360,406
04/30/2732$2,896$363,321
05/31/27100$9,103$372,466
06/30/27100$9,157$381,644
07/31/27100$9,212$390,857
08/01/27100$9,215$400,071

Risk vs wealth

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

$711K$716K$720K0%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 3,479 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.

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Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator · RSU Sell-vs-Hold Calculator

About Nike

Nike (NKE) is a public Other company, incorporated in Oregon and headquartered in Beaverton, OR.

Equity grants at Nike typically include restricted stock units (RSUs).

Nike, Inc. is an American athletic footwear and apparel corporation headquartered near Beaverton, Oregon. It is the world's largest supplier of athletic shoes and apparel and a major manufacturer of sports equipment, with revenue in excess of US$46 billion in its fiscal year 2022.

Source: Wikipedia (CC BY-SA 4.0)

Phil Knight and coach Bill Bowerman founded Blue Ribbon Sports in 1964, importing Japanese running shoes, and renamed it Nike in 1971 after the Greek goddess of victory. Athlete endorsement built the brand, with the 1984 Michael Jordan signing creating a franchise that still operates as its own division. The company designs and markets while contract manufacturers in Asia produce, an arrangement that drew labor criticism in the 1990s and reshaped its supply chain disclosure. Direct-to-consumer sales through apps and stores now carry strategy. Headquarters are near Beaverton, Oregon.

Sources: about.nike.com · en.wikipedia.org

Equity comp at Nike

  • 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 Nike.

If you hold vested Nike (NKE) 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 Nike tools → · Use the generic Stock Sale Funding Calculator for any company.

Nike equity questions

How much NKE 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 NKE 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 Nike grant ISOs, NSOs, or RSUs?
Equity compensation at Nike typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Nike RSUs use double-trigger vesting?
No. Nike 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 Nike equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

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