Sell Teledyne Technologies (TDY) stock to fund a goal
Calculator · free · no signup · TDYNeed cash for a goal? Plan the minimum-tax schedule to sell your vested Teledyne Technologies (TDY) 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 Teledyne Technologies
Teledyne Technologies (TDY) is a public Aerospace/Defense company, incorporated in Delaware and headquartered in Thousand Oaks, CA.
Last close: $617.17 per share (as of 2026-10-03).
Equity grants at Teledyne Technologies typically include restricted stock units (RSUs).
Teledyne Technologies Incorporated is an American industrial conglomerate. It was founded in 1960, as Teledyne, Inc. by Henry Singleton and George Kozmetsky.
Source: Wikipedia (CC BY-SA 4.0)
Spun out of the original Teledyne conglomerate in 1999, the company assembles businesses in digital imaging, instrumentation, and aerospace electronics, with sensors that operate in environments where failure is unacceptable. The 2021 purchase of FLIR added thermal imaging and made government and defense customers a much larger share of revenue. Programs are long-lived and specified into platforms, so revenue arrives slowly and then persists for the life of the platform. Engineering intensity is high relative to the size of any individual product line. Headquarters are in Thousand Oaks, California.
Sources: sec.gov · en.wikipedia.org
Equity comp at Teledyne Technologies
- Under Teledyne's 2014 Incentive Award Plan, equity awards that are assumed or continued by an acquirer in a change in control do not vest automatically; they keep vesting on schedule unless the holder is also involuntarily terminated (fired without cause, or resigns for good reason) within a window around the deal, generally 3 months before to 24 months after, per each executive's Change in Control Severance Agreement. This is a double-trigger design. As a fallback investor protection, if an award is NOT assumed or substituted by the acquirer, it vests immediately before the deal closes instead of being forfeited.
- 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: Performance-based restricted stock units for key employees vest on the third anniversary of grant (not the more common 4-year, 1-year-cliff schedule). Non-employee director RSUs vest one year after grant..
Researched 2026-08-26.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Teledyne Technologies.
If you hold vested Teledyne Technologies (TDY) 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 TDY position at $617.17 is worth $3,085,850. 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 Teledyne Technologies tools → · Use the generic Stock Sale Funding Calculator for any company.
Teledyne Technologies equity questions
- How much TDY 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 TDY 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 Teledyne Technologies grant ISOs, NSOs, or RSUs?
- Equity compensation at Teledyne Technologies typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Teledyne Technologies RSUs use double-trigger vesting?
- Yes. Teledyne 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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