STRASMORE/EXPLORE 2,707 QUERIES

One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary rate

Answered against 22 years of US equities and 12 years of US options data and published with the query that produced it. This result is stored as of 2026-09-27, from Substitute Payments and Your 1099.

as of table 8×6read in context →
One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary rate — 8 rows by 6 columns, computed from US exchange, SIP and OPRA data.
tickerex_dividend_ongross_paymentafter_tax_qualifiedafter_tax_ordinarygap_dollars
CVXAug 19, 2026178015131352.8160.2
JNJAug 25, 2026134011391018.4120.6
PGJul 24, 20261088.5925.22827.2697.96
XOMAug 17, 20261030875.5782.892.7
MSFTAug 20, 2026910773.5691.681.9
VZJul 10, 2026707.5601.38537.763.68
KOSep 15, 2026530450.5402.847.7
AAPLAug 10, 2026270229.5205.224.3
Rows × columns
8 × 6
Computed
Completeness
No missing values
Source
US exchange, SIP and OPRA market data
Licence
Strasmore terms · free, no signup
Formats
JSON · CSV · the SQL below

What each column holds

Column definitions for One quarterly dividend on 1,000 shares, at a qualified rate versus an ordinary rate, derived from the stored result.
ColumnTypeRangeNotes
ticker text 8 distinct values (AAPL, CVX, JNJ…)
ex_dividend_on text 8 distinct values (Aug 10, 2026, Aug 17, 2026, Aug 19, 2026…)
gross_payment number 270 to 1,780
after_tax_qualified number 229.5 to 1,513
after_tax_ordinary number 205.2 to 1,352.8
gap_dollars number 24.3 to 160.2

Computed from Strasmore's warehouse of US exchange, SIP and OPRA market data. Equity prices are delayed; options greeks and implied volatility are end-of-day. This result is stored, not recomputed on load — it is exactly the numbers that were returned on , and the query below is what returned them.

Run it yourself

This is the exact query behind the result above. Change a ticker, a date or a column and run it against the warehouse — no account, no key. The no-signup tier is smaller than the one this page was computed on; a query that reaches past it comes back saying which plan runs it.

SELECT
    ticker,
    formatDateTime(max(ex_dividend_date), '%b %e, %Y')                    AS ex_dividend_on,
    round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)), 2)     AS gross_payment,
    round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.85, 2) AS after_tax_qualified,
    round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.76, 2) AS after_tax_ordinary,
    round(1000 * toFloat64(argMax(cash_amount, ex_dividend_date)) * 0.09, 2) AS gap_dollars
FROM global_markets.stocks_dividends
WHERE ticker IN ('AAPL', 'MSFT', 'KO', 'JNJ', 'XOM', 'CVX', 'VZ', 'PG')
  AND ex_dividend_date >= today() - 200
  AND ex_dividend_date <= today()
  AND cash_amount > 0
GROUP BY ticker
ORDER BY gross_payment DESC
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