Sell PagerDuty (PD) stock to fund a goal
Calculator · free · no signup · PDNeed cash for a goal? Plan the minimum-tax schedule to sell your vested PagerDuty (PD) 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.
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 | $111,637 | $110,752 | $111,637 | $119,397 |
| Wealth @ target | $726,476 | $680,919 | $726,476 | $721,823 |
| Chance of shortfall | 2.5% | 0% | 2.5% | 4.8% |
Feasible
$400,051 net by 08/01/27
Total tax: $111,637 (federal $59,593, state $36,947, NIIT $15,097)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 06/30/26 | 173 | $14,974 | $15,410 | |
| 07/31/26 | 300 | $26,124 | $42,233 | |
| 08/31/26 | 300 | $26,281 | $69,157 | |
| 09/30/26 | 300 | $26,434 | $96,180 | |
| 10/31/26 | 300 | $26,594 | $123,305 | |
| 11/30/26 | 300 | $26,749 | $150,529 | |
| 12/31/26 | 300 | $26,910 | $177,857 | |
| 01/31/27 | 300 | $27,073 | $205,289 | |
| 02/28/27 | 300 | $27,221 | $232,814 | |
| 03/31/27 | 300 | $27,385 | $260,444 | |
| 04/30/27 | 300 | $27,546 | $288,176 | |
| 05/31/27 | 300 | $27,712 | $316,013 | |
| 06/30/27 | 300 | $27,875 | $343,953 | |
| 07/31/27 | 300 | $28,043 | $372,000 | |
| 08/01/27 | 300 | $28,052 | $400,051 |
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 3,627 shares worth $436,251 at the projected target-date price, invested for the next decision.
About PagerDuty
PagerDuty (PD) is a public Dev Tools company, incorporated in Delaware and headquartered in San Francisco, CA. IPO'd Apr 11, 2019.
Last close: $10.69 per share (as of 2026-06-02).
Equity grants at PagerDuty typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).
PagerDuty, Inc. is an American cloud computing company specializing in a SaaS incident management platform for IT operations departments.
Source: Wikipedia (CC BY-SA 4.0)
Three ex-Amazon engineers, Alex Solomon, Andrew Miklas, and Baskar Puvanathasan, started PagerDuty in 2009 after experiencing fragile on-call rotations under Amazon's 'you build it, you run it' model. Headquartered in San Francisco, the company turned on-call alerting into a full operations cloud spanning incident response, automation, AIOps, and customer service operations. Jennifer Tejada took the CEO seat in 2016 and steered the IPO onto NYSE under ticker PD in April 2019. Fiscal 2026 revenue reached roughly $493M with annual recurring revenue near $499M, and the platform now positions itself as a control plane for AI-driven operations.
Sources: en.wikipedia.org · pagerduty.com
Equity comp at PagerDuty
- 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 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by PagerDuty.
If you hold vested PagerDuty (PD) 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 PD position at $10.69 is worth $53,450. 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 PagerDuty tools → · Use the generic Stock Sale Funding Calculator for any company.
PagerDuty equity questions
- How much PD 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 PD 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 PagerDuty grant ISOs, NSOs, or RSUs?
- Equity compensation at PagerDuty typically takes the form of non-qualified stock options (NSOs) and restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do PagerDuty RSUs use double-trigger vesting?
- No. PagerDuty 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 PagerDuty equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.