Sell SharonAI Holdings Inc. (SHAZ) stock to fund a goal
Calculator · free · no signup · SHAZNeed cash for a goal? Plan the minimum-tax schedule to sell your vested SharonAI Holdings Inc. (SHAZ) 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 SharonAI Holdings Inc.
SharonAI Holdings Inc. (SHAZ) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in New York, NY. IPO'd Feb 18, 2026.
Nasdaq IPO Feb 2026; AI/GPU cloud data centers.
Equity grants at SharonAI Holdings Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
James Manning and Andrew Leece founded SharonAI in 2024 to lease data center capacity in Sydney and Melbourne and run clusters of NVIDIA GPUs (the processing chips used to train and run AI models) as cloud infrastructure for enterprise AI workloads. The company went public in December 2025 through a merger with Roth CH Acquisition Co., a SPAC (a shell company that merges with a private firm to take it public without a traditional IPO), then uplisted to the Nasdaq Capital Market in February 2026, pricing a $125 million stock offering at $30 a share under ticker SHAZ.
Sources: businesswire.com · finance.yahoo.com · datacenterdynamics.com · sec.gov
Equity comp at SharonAI Holdings Inc.
- SharonAI went public via a SPAC merger (a transaction where an already-public shell company merges with a private company, taking it public without a traditional IPO) with Roth CH Acquisition Co., completing December 19, 2025, then uplisting to Nasdaq under ticker SHAZ in February 2026. Legacy, pre-merger Sharon AI Inc. RSU awards used double-trigger vesting: a time-based condition plus a Liquidity Event, defined as a Change in Control or a Qualified IPO. The SPAC merger and Nasdaq listing satisfied that Liquidity Event condition, so time-vested legacy RSUs converted to ordinary vested shares. RSUs granted since the company went public, to board members and executives under the new 2025 Omnibus Equity Incentive Plan, use standard single-trigger, time-based vesting only (commonly a one-year vest for board grants or three equal annual installments for executive grants), since the stock is now already liquid.
Sources: sec.gov · sec.gov · sharonai.com
Researched 2026-08-14.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by SharonAI Holdings Inc..
If you hold vested SharonAI Holdings Inc. (SHAZ) 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 SharonAI Holdings Inc. tools → · Use the generic Stock Sale Funding Calculator for any company.
SharonAI Holdings Inc. equity questions
- How much SHAZ 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 SHAZ 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 SharonAI Holdings Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at SharonAI Holdings Inc. typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
- When did the SharonAI Holdings Inc. IPO lockup expire?
- SharonAI Holdings Inc. (SHAZ) went public on February 18, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around August 17, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your SharonAI Holdings Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.