Fortive (FTV) RSU sell-vs-hold
Calculator · free · no signup · FTVSell at vest or hold? Compare after-tax payout from selling Fortive RSUs at vest vs. holding through the LTCG cliff at 12 months.
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Your vest
Tax inputs
Hold strategy
Best after-tax payout — at year 1 yr
$47,709
Sell + invest wins by $4,981 over Hold 1 yr.
Estimates only. Not financial advice.
Heads-up: under-withholding. Your employer withholds federal tax at the IRS supplemental rate (22.0% on this vest, ≈ $17,600). Your marginal federal rate on this vest is 32.7%, owing $26,171. Expect to settle the $8,571 gap at tax time.
The hidden purchase
Tax was paid at vest either way. Holding is mathematically equivalent to taking $44,509 in after-tax cash and buying $44,509 of FTV today.
Most diversification frameworks would advise against a purchase that size in a single name; the right answer depends on your conviction in FTV. Holding past one year converts the gain to LTCG.
Sell + invest
Best payout| Vest value (shares × price) | $80,000 |
| Federal | |
| State | |
| Medicare | −$1,160 |
| Additional Medicare | −$720 |
| Market gain over 1 yr at 10.0% | $4,451 |
| Cap-gain tax on diversified gain — LTCG (federal + state + NIIT) | −$1,251 |
| Net at year 1 yr | $47,709 |
Sell every share at vest; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Hold 1 yr
| Vest value (shares × price) | $80,000 |
| Vest tax (federal + state + FICA) | |
| Net at year 1 yr | $42,728 |
Sold 444 shares to cover vest tax (net-settled); kept 556 shares 1 yr to qualify for long-term capital gains.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're still employed at vest.
Both columns are stated in year-1 yr dollars. The sell side compounds at the market return; the hold side compounds at your single-stock expected return after a 20% volatility drag.
Estimates only. Assumes net-settled (sell-to-cover) vesting; double-trigger and pre-IPO RSUs are out of scope. Excludes multi-state moves, AMT interactions on other equity, and 83(b) elections. Not financial advice.
You evaluated one RSU vest. The beta plans every vest of every grant across years, with concentration and AMT in the loop.
Request beta access →Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator
About Fortive
Fortive (FTV) is a public Industrial company, incorporated in Delaware and headquartered in Everett, WA.
Last close: $57.47 per share (as of 2026-10-03).
Equity grants at Fortive typically include restricted stock units (RSUs).
Fortive Corporation is an American industrial technology conglomerate company headquartered in Everett, Washington. The company specializes in providing essential technologies for connected workflow solutions; designing, developing, manufacturing and distributing professional and engineered products, software and services. Their products and services are split into three strategic segments; Intelligent Operating Solutions, Precision Technologies, and Advanced Healthcare Solutions. As of December 2022, Fortive has over 18,000 employees in 60 countries worldwide.
Source: Wikipedia (CC BY-SA 4.0)
Danaher spun the company out in 2016 with a portfolio of industrial instruments and software, and it has since divested the more cyclical hardware to concentrate on connected workflow products. Management uses the Danaher Business System playbook it inherited, which pairs continuous improvement with disciplined acquisition. Field service management, facility safety compliance, and calibration instruments are the recurring-revenue anchors. The portfolio is deliberately assembled to reduce exposure to any single industrial cycle. Headquarters are in Everett, Washington.
Sources: sec.gov · en.wikipedia.org
Equity comp at Fortive
- Fortive's Severance and Change-in-Control Plan for Officers is double-trigger: equity awards do not accelerate on a change in control alone. Acceleration requires a qualifying termination (without cause, or resignation for good reason) within 24 months following a qualified change in control, at which point unvested equity vests in full and performance-based awards are deemed achieved at target. Separately, many of Fortive's executive RSU grants vest over longer schedules than the market-standard 4-year/25%-annually pattern, often with vesting concentrated in years 3 through 5 after grant. Non-employee director RSUs, by contrast, vest in full upon a change in control regardless of termination (single-trigger), but that policy applies to the board, not employees.
- 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: Executive/officer RSU grants at Fortive commonly use longer, delayed-vesting schedules rather than the typical 4-year/25%-per-year pattern, e.g. one-third vesting on each of the 3rd, 4th, and 5th anniversaries of grant, 20% vesting on each of the first five anniversaries, or 50% vesting on each of the 3rd and 4th anniversaries, depending on the award..
Sources: sec.gov · sec.gov · investors.fortive.com · contracts.justia.com
Researched 2026-08-23.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Fortive.
Fortive (FTV) RSUs vest as ordinary income at the price on vest day. The decision is whether to sell at vest and reinvest, or hold the shares through the 12-month LTCG cliff. This calculator runs both paths through the same after-tax math so you can compare like-for-like.
Example: 500 Fortive (FTV) RSUs vesting at $57.47 per share is $28,735 of ordinary income on vest day. After roughly 32% combined federal + state + FICA (~$9,195), the post-tax share value is ~$19,540. Holding 12 months for long-term capital-gains treatment then only matters for the price change between vest and sale; the ordinary income at vest is already locked in. The calculator runs both paths through the same after-tax math.
All Fortive tools → · Use the generic RSU Sell-vs-Hold Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Fortive equity questions
- Should I sell or hold my Fortive RSUs at vest?
- Fortive restricted stock units (RSUs) are taxed as ordinary income on their value at vest whether or not you sell. The only open decision is what to do with the shares afterward: sell at vest and reinvest, or hold past twelve months for long-term capital-gains treatment on any further gain. The calculator above runs both paths through the same after-tax math so you can compare them directly.
- Does Fortive grant ISOs, NSOs, or RSUs?
- Equity compensation at Fortive typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Fortive RSUs use double-trigger vesting?
- Yes. Fortive 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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