Sell VisionWave Holdings, Inc. (VWAV) stock to fund a goal
Calculator · free · no signup · VWAVNeed cash for a goal? Plan the minimum-tax schedule to sell your vested VisionWave Holdings, Inc. (VWAV) 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 | $109,045 | $111,301 | $112,170 | $119,139 |
| Wealth @ target | $722,863 | $720,183 | $718,929 | $716,522 |
| Chance of shortfall | <0.1% | 0% | 2.5% | 4.1% |
Feasible
$400,057 net by 08/01/27
Total tax: $109,045 (federal $58,209, state $36,090, NIIT $14,746)
Schedule · Recommended
| Sale date | Shares | Tax | Net | Cumulative |
|---|---|---|---|---|
| 07/13/26 | 3,163 | $272,382 | $280,024 | |
| 07/31/26 | 19 | $1,642 | $281,710 | |
| 08/31/26 | 100 | $8,693 | $290,615 | |
| 09/30/26 | 100 | $8,743 | $299,553 | |
| 10/31/26 | 100 | $8,796 | $308,525 | |
| 11/30/26 | 100 | $8,847 | $317,529 | |
| 12/31/26 | 100 | $8,901 | $326,568 | |
| 01/31/27 | 100 | $8,954 | $335,641 | |
| 02/28/27 | 100 | $9,003 | $344,745 | |
| 03/31/27 | 100 | $9,058 | $353,883 | |
| 04/30/27 | 100 | $9,110 | $363,055 | |
| 05/31/27 | 100 | $9,166 | $372,262 | |
| 06/30/27 | 100 | $9,219 | $381,503 | |
| 07/31/27 | 100 | $9,275 | $390,779 | |
| 08/01/27 | 100 | $9,278 | $400,057 |
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 3,518 shares worth $419,581 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 →About VisionWave Holdings, Inc.
VisionWave Holdings, Inc. (VWAV) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in West Hollywood, CA. IPO'd Jul 15, 2025.
Equity grants at VisionWave Holdings, Inc. typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
VisionWave Technologies was incorporated in Delaware in March 2024 to commercialize AI-driven sensing and computer-vision systems for defense and government security customers. The company's platform processes multi-modal sensor data to detect, classify, and track objects in contested environments. VisionWave completed a merger with a special-purpose acquisition company and began trading on the Nasdaq Capital Market under the ticker VWAV in July 2025.
Sources: sec.gov
Equity comp at VisionWave Holdings, Inc.
- VisionWave's 2024 Omnibus Equity Incentive Plan departs from standard time-only vesting in two respects. First, executive RSU terms vary by individual: the CEO's grant vests over 36 months, shorter than the four-year standard used by most public companies. Second, at least one executive (VP of M&A) received a split award where 150,000 shares vested immediately on the grant date and the remaining 350,000 vest upon achieving specific consolidated revenue milestones ($5M, $10M, $15M, and $17.5M). Performance-conditioned vesting tied to revenue thresholds is uncommon for public company RSU grants. The plan grants the committee broad single-trigger discretion upon a change of control to accelerate any award, cash it out, or require substitution by the acquirer, with no termination event required.
- 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.
- Vesting schedule: CEO RSUs vest over 36 months with no cliff disclosed; certain executive grants include immediate vesting on the grant date plus milestone-based tranches tied to consolidated revenue thresholds of $5M, $10M, $15M, and $17.5M.
Sources: contracts.justia.com · sec.gov
Researched 2026-07-11.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by VisionWave Holdings, Inc..
If you hold vested VisionWave Holdings, Inc. (VWAV) 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 VisionWave Holdings, Inc. tools → · Use the generic Stock Sale Funding Calculator for any company.
VisionWave Holdings, Inc. equity questions
- How much VWAV 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 VWAV 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 VisionWave Holdings, Inc. grant ISOs, NSOs, or RSUs?
- Equity compensation at VisionWave Holdings, Inc. typically takes the form of incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise. Restricted stock units are taxed as ordinary income when they vest.
- When did the VisionWave Holdings, Inc. IPO lockup expire?
- VisionWave Holdings, Inc. (VWAV) went public on July 15, 2025. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around January 11, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
- Do VisionWave Holdings, Inc. RSUs use double-trigger vesting?
- No. VisionWave Holdings, Inc. 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.
One piece of the puzzle.
OptionsAhoy plans your VisionWave Holdings, Inc. equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.