Sell Roper Technologies (ROP) stock to fund a goal
Calculator · free · no signup · ROPNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Roper Technologies (ROP) shares and net a target amount by a target date, across tax years.
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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 | $109,654 | $111,723 | $111,788 | $118,699 |
| Wealth @ target | $718,258 | $716,076 | $713,344 | $710,913 |
| Chance of shortfall | <0.1% | 0% | 1.7% | 3.3% |
Feasible
$400,027 net by 08/01/27
Total tax: $109,654 (federal $58,856, state $36,063, NIIT $14,736)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 08/26/26 | 4,088 | $351,349 | $360,067 | |
| 03/31/27 | 4 | $359 | $360,430 | |
| 04/30/27 | 32 | $2,891 | $363,340 | |
| 05/31/27 | 100 | $9,088 | $372,468 | |
| 06/30/27 | 100 | $9,141 | $381,631 | |
| 07/31/27 | 100 | $9,196 | $390,828 | |
| 08/01/27 | 100 | $9,199 | $400,027 |
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 3,476 shares worth $410,758 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 Roper Technologies
Roper Technologies (ROP) is a public Vertical SaaS company, incorporated in Delaware and headquartered in Sarasota, FL.
Last close: $354.32 per share (as of 2026-10-04).
Equity grants at Roper Technologies typically include restricted stock units (RSUs).
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
Source: Wikipedia (CC BY-SA 4.0)
Once a maker of industrial pumps and valves, the company spent two decades using that cash flow to buy vertical software businesses and has largely finished the transformation into a software holding company. Each subsidiary serves a narrow professional niche such as legal case management, construction bidding, or health-system billing, where the software is the system of record and competition is limited. The operating model is deliberately decentralized: capital allocation is run centrally, operations are not. Recurring revenue and low capital intensity are the stated reasons for exiting industrial products. Headquarters are in Sarasota, Florida.
Sources: sec.gov · en.wikipedia.org
Equity comp at Roper Technologies
- Roper ties executive restricted stock unit vesting to company financial performance rather than time alone. Instead of shares simply vesting after a set number of years, executives vest after 3 years only if performance targets are met, and can earn double their target share count if adjusted net earnings growth exceeds 10 percent per year over that period. On a change in control, Roper uses double-trigger vesting: equity only accelerates if both a change in control occurs and the executive is terminated without cause (or resigns for good reason) afterward, not from the change in control alone. The company also does not provide excise tax gross-ups on change in control payments.
- RSUs use double-trigger vesting. Two things must both happen before the shares are yours: (1) the normal time-based vesting completes, and (2) the company has a liquidity event (an IPO or an acquisition). Until both happen, you do not yet own the shares and you do not owe tax on them.
- Vesting schedule: Equity awards to named executive officers cliff vest after a 3 year period (not the standard 4 year with 1 year cliff), and since 2022 this applies to all named executive officers, not just the CEO. Awards are also performance-based rather than solely time-based: executives can earn up to an incremental 100 percent of target shares (called Overdrive Shares) if adjusted net earnings growth over the 3 year period exceeds a 10 percent compound annual rate. Director RSUs follow a separate schedule: half vests 6 months after grant, the rest vests the day before the next annual shareholder meeting..
Sources: sec.gov · sec.gov · sec.gov · sec.gov
Researched 2026-08-26.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Roper Technologies.
If you hold vested Roper Technologies (ROP) 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 ROP position at $354.32 is worth $1,771,600. 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 Roper Technologies tools → · Use the generic Stock Sale Funding Calculator for any company.
Roper Technologies equity questions
- How much ROP 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 ROP 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 Roper Technologies grant ISOs, NSOs, or RSUs?
- Equity compensation at Roper Technologies typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Roper Technologies RSUs use double-trigger vesting?
- Yes. Roper Technologies restricted stock units (RSUs) vest only when two things both happen: the time-based schedule completes, and the company has a liquidity event such as an initial public offering (IPO) or an acquisition. Until both occur you do not own the shares and owe no tax on them.
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