Global X Funds RSU sell-vs-hold
Calculator · free · no signup · pre-IPOSell at vest or hold? Compare after-tax payout from selling Global X Funds RSUs at vest vs. holding through the LTCG cliff at 12 months.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
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 this stock today.
Most diversification frameworks would advise against a purchase that size in a single name; the right answer depends on your conviction in this stock. 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 Global X Funds
Global X Funds is a public Other company, incorporated in Delaware and headquartered in New York, NY. IPO'd Jun 17, 2026.
Equity grants at Global X Funds typically include incentive stock options (ISOs), non-qualified stock options (NSOs), and restricted stock units (RSUs).
Global X ETFs is a New York-based provider of exchange-traded funds that facilitates access to investment opportunities across the global markets. Founded in 2008, it has approximately $40 billion in managed assets, across more than 80 different products. The ETF issuer and manager is widely known for its Thematic Growth, Income and International product suites, in addition to its Core, Commodities and Alpha strategies. In July 2018, the company was acquired by Mirae Asset Global Investments.
Source: Wikipedia (CC BY-SA 4.0)
Bruno del Ama and Jose Gonzalez co-founded Global X Funds in New York in 2008 to provide ETF access to asset classes then underserved by mainstream fund families. The firm manages over 90 exchange-traded funds spanning thematic equity (sector and technology trends), covered call strategies (funds that sell call options on an index to generate income), international market access, and fixed income. Mirae Asset Global Investments, a South Korean asset manager, acquired Global X in July 2018 when AUM stood at $10.1 billion. By end of 2024, AUM had grown to $53.9 billion, with the covered call suite alone holding $13.1 billion.
Sources: prnewswire.com · nasdaq.com
Equity comp at Global X Funds
- Global X Funds (CIK 0001432353) is a Delaware statutory trust registered as an open-end management investment company under the Investment Company Act of 1940. It is not an operating employer and has no employees of its own. The trust is the legal shell for a suite of exchange-traded fund series; portfolio management and administrative services are provided by a separately organized entity, Global X Management Company LLC, headquartered at 605 Third Avenue, 43rd Floor, New York, NY. Any employees of the management company hold equity in that LLC or in its parent, Mirae Asset Financial Group, not in the trust itself. Equity compensation concepts such as RSU double trigger (a grant that requires both an acquisition event and a subsequent involuntary termination before unvested shares accelerate) do not apply to this investment trust entity.
Sources: federalregister.gov
Researched 2026-07-04.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Global X Funds.
Global X Funds 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.
All Global X Funds tools → · Use the generic RSU Sell-vs-Hold Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
Global X Funds equity questions
- Should I sell or hold my Global X Funds RSUs at vest?
- Global X Funds 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 Global X Funds grant ISOs, NSOs, or RSUs?
- Equity compensation at Global X Funds 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 Global X Funds IPO lockup expire?
- Global X Funds went public on June 17, 2026. The standard post-IPO lockup runs 180 days, so employee and insider shares generally became sellable around December 14, 2026. Confirm against your own grant paperwork, since some lockups release early or in stages.
One piece of the puzzle.
OptionsAhoy plans your Global X Funds equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.