Sell The Cooper Companies (COO) stock to fund a goal
Calculator · free · no signup · COONeed cash for a goal? Plan the minimum-tax schedule to sell your vested The Cooper Companies (COO) 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 The Cooper Companies
The Cooper Companies (COO) is a public Medical Device company, incorporated in Delaware and headquartered in San Ramon, CA.
Last close: $56.91 per share (as of 2026-10-03).
Equity grants at The Cooper Companies typically include restricted stock units (RSUs).
The Cooper Companies, Inc., branded as CooperCompanies, is a global medical device company headquartered in San Ramon, California. The company consists of two business units, CooperVision (CVI) which manufactures contact lenses, and CooperSurgical (CSI), which manufactures medical devices and fertility and genomic products for the women's healthcare market.
Source: Wikipedia (CC BY-SA 4.0)
The company runs two businesses with little in common: CooperVision makes contact lenses, and CooperSurgical sells fertility and women's health products to clinics. Contact lenses are a consumable bought on a recurring schedule, and the specialty segments the company concentrates on, such as lenses for astigmatism and myopia management in children, carry better pricing than commodity spheres. Fertility services demand has grown with treatment access and delayed childbearing. Manufacturing lenses at volume is capital-intensive and favors incumbents. Headquarters are in San Ramon, California.
Sources: sec.gov · en.wikipedia.org
Equity comp at The Cooper Companies
- Cooper Companies' employment agreements with named executive officers use double-trigger change-in-control protection: unvested RSUs and performance stock units (PSUs) accelerate and vest in full only if both (1) a change in control of the company occurs and (2) the executive is terminated without cause by the company or resigns for good reason, within 12 months of that change in control. A change in control alone does not accelerate vesting. Separately, RSU grants under the company's long-term incentive plans (2007 Plan and 2023 Plan) generally vest over three to five years rather than a uniform four-year schedule, so the exact vesting period varies by grant.
- 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: 3-5 years (varies by grant, not a uniform 4-year schedule).
Sources: 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 The Cooper Companies.
If you hold vested The Cooper Companies (COO) 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 COO position at $56.91 is worth $284,550. 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 The Cooper Companies tools → · Use the generic Stock Sale Funding Calculator for any company.
The Cooper Companies equity questions
- How much COO 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 COO 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 The Cooper Companies grant ISOs, NSOs, or RSUs?
- Equity compensation at The Cooper Companies typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do The Cooper Companies RSUs use double-trigger vesting?
- Yes. The Cooper Companies 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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OptionsAhoy plans your The Cooper Companies equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.