Sell Paycom (PAYC) stock to fund a goal

Calculator · free · no signup · PAYC

Need cash for a goal? Plan the minimum-tax schedule to sell your vested Paycom (PAYC) 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 Paycom

Paycom (PAYC) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in Oklahoma City, OK.

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

Paycom Software, Inc., known simply as Paycom, is an online payroll and human resource software provider based in Oklahoma City, Oklahoma, with offices throughout the United States. It is attributed with being one of the first fully online payroll providers. Founded in 1998, it reported annual revenue of $2.052 billion for 2025, up from $1.883 billion for 2024.

Source: Wikipedia (CC BY-SA 4.0)

Chad Richison founded the company in Oklahoma City in 1998 as one of the first payroll providers built for online delivery. Its differentiator is a single database covering payroll, time, benefits, and hiring, sold on the argument that stitched-together systems create reconciliation errors. Beti, launched in 2021, pushes payroll review onto employees themselves, an unusual bet that reduced the company's own service revenue in the short run. Sales run through a direct outside force organized by territory, and the company retains high margins for the sector.

Sources: paycom.com · en.wikipedia.org

Equity comp at Paycom

  • 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 Paycom.

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

Paycom equity questions

How much PAYC 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 PAYC 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 Paycom grant ISOs, NSOs, or RSUs?
Equity compensation at Paycom typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Paycom RSUs use double-trigger vesting?
No. Paycom 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 companyCloud/SaaS peers

One piece of the puzzle.

OptionsAhoy plans your Paycom equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.

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