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.
| ticker | ex_dividend_on | gross_payment | after_tax_qualified | after_tax_ordinary | gap_dollars |
|---|---|---|---|---|---|
| CVX | Aug 19, 2026 | 1780 | 1513 | 1352.8 | 160.2 |
| JNJ | Aug 25, 2026 | 1340 | 1139 | 1018.4 | 120.6 |
| PG | Jul 24, 2026 | 1088.5 | 925.22 | 827.26 | 97.96 |
| XOM | Aug 17, 2026 | 1030 | 875.5 | 782.8 | 92.7 |
| MSFT | Aug 20, 2026 | 910 | 773.5 | 691.6 | 81.9 |
| VZ | Jul 10, 2026 | 707.5 | 601.38 | 537.7 | 63.68 |
| KO | Sep 15, 2026 | 530 | 450.5 | 402.8 | 47.7 |
| AAPL | Aug 10, 2026 | 270 | 229.5 | 205.2 | 24.3 |
- Rows × columns
- 8 × 6
- Computed
- Completeness
- No missing values
- Source
- US exchange, SIP and OPRA market data
- Licence
- Strasmore terms · free, no signup
What each column holds
| Column | Type | Range | Notes |
|---|---|---|---|
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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