Parker Hannifin (PH) RSU sell-vs-hold

Calculator · free · no signup · PH

Sell at vest or hold? Compare after-tax payout from selling Parker Hannifin RSUs at vest vs. holding through the LTCG cliff at 12 months.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your vest

pre-IPO? enter price manually

Tax inputs

Hold strategy

1 yr
20%
20%
10.0%

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.

This vest pushes your top federal rate from 24% to 35%. Hover the Federal value below for the bracket-by-bracket slicing.

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 PH today.

Most diversification frameworks would advise against a purchase that size in a single name; the right answer depends on your conviction in PH. 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.

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Related calculators: RSU Lot Order Calculator · Stock Concentration Calculator

About Parker Hannifin

Parker Hannifin (PH) is a public Other company, incorporated in Ohio and headquartered in Cleveland, OH.

Equity grants at Parker Hannifin typically include restricted stock units (RSUs).

Parker-Hannifin Corporation, originally Parker Appliance Company, is an American multinational industrial manufacturing company specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland. The company was founded in 1917 and has been publicly traded on the New York Stock Exchange since 1964. The firm is one of the largest companies in the world in motion control technologies, including aerospace, climate control, electromechanical, filtration, fluid and gas handling, hydraulics, pneumatics, process control, and sealing and shielding. Parker employs about 61,000 people globally. In 2024, Parker-Hannifin ranked #216 in the Fortune 500.

Source: Wikipedia (CC BY-SA 4.0)

Arthur Parker founded the company in 1917 selling pneumatic braking systems, lost everything when a truck carrying his inventory crashed, and rebuilt. It now makes motion and control technologies: hydraulics, pneumatics, filtration, seals, and fluid connectors, sold across industrial and aerospace markets in enormous product breadth. The 2022 Meggitt acquisition for roughly $8 billion doubled aerospace exposure, adding braking and fire protection systems with long aftermarket tails. Headquarters are in Cleveland, Ohio.

Sources: parker.com · en.wikipedia.org

Equity comp at Parker Hannifin

  • 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.

Researched 2026-08-17.

OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Parker Hannifin.

Parker Hannifin (PH) 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 Parker Hannifin tools → · Use the generic RSU Sell-vs-Hold Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →

Parker Hannifin equity questions

Should I sell or hold my Parker Hannifin RSUs at vest?
Parker Hannifin 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 Parker Hannifin grant ISOs, NSOs, or RSUs?
Equity compensation at Parker Hannifin typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
Do Parker Hannifin RSUs use double-trigger vesting?
No. Parker Hannifin 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.
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