Financial Inputs
Market Assumptions
$
$
%
%
Personal Portfolio Settings
%
Tax rate applied on vest and ordinary income portion of Section 102
shares
Already owned shares that earn cash dividends immediately
%
Tax deducted from cash dividends at payout
%
Trustee commission percentage of gross value
¢/sh
Broker fee rate in cents per share sold
$
Minimum broker fee charged per sale event
$ / $1M
SEC Section 31 fee rate in dollars per million of transaction value
Purchase additional shares with cash dividends once vested
Withhold RSU shares at vest dynamically based on Sec. 102 holding period tax rules
RSU Grants
Active RSU Grants
No grants added yet. Enter grant details above or click "Load Sample Grants" to get started.
Cumulative Cash Dividends
$0.00
Reinvested in QCOM Stock
Peak Quarterly Cash Dividend
$0.00
Occurring in Q4 2029
Accumulated Shares
0.00 shares
0.00 vested after tax
Est. Portfolio Value
$0.00
Stock Price: $258.46
Growth & Projection Charts
Israel Section 102 Post-Tax Valuation
Estimates the current net value of your RSU grants based on Israel's Section 102 Trustee Capital Gains track. Uses your configured Ordinary Income Tax rate, a capital gains flat rate of 25%, and a holding period of 24 months from the grant date. USD to ILS conversion uses an exchange rate of ₪ 3.70 / $.
| Grant Name | Grant Date | Track | Holding | Est. Tax Rate | Pre-Tax Value ($) | Commissions & Fees | Net Post-Tax Value |
|---|---|---|---|---|---|---|---|
| No active RSU grants available. Add grants to calculate post-tax valuation. | |||||||
Vesting & Cash Dividend Ledger
Imported: -| Event Date | RSU Grant | Event Type | Shares Vesting / Impacted |
Tax Sold Shares |
Dividend Rate |
Cash Dividend Paid |
Total Owned Shares |
Unvested Shares |
|---|---|---|---|---|---|---|---|---|
| No data available. Add RSU grants to populate schedule ledger. | ||||||||