Publication Date

2015

Document Type

Paper

Keywords

SEC interpretations, Rule 14a-8(i)(10), Exclusion of shareholder proposals

Abstract

This letter focuses on SEC interpretations of Rule 14a-8(i)(10). The provision allows issuers to exclude shareholder proposals that have been “substantially implemented.” This has traditionally been used to allow for the exclusion of proposals rendered “moot” by the company’s actions. Companies, however, need not implement the shareholder proposal “exactly.” As a result, the staff is often asked to determine whether changes made by the company are substantial. The comment letter discusses positions taken by the staff where the company adopts a proposal asking that shareholders with a specified percentage of shares have the right to call a special meeting but limits eligible shares to those held for a specified period of time.

Copyright Statement / License for Reuse

Creative Commons Attribution 4.0 International License
This work is licensed under a Creative Commons Attribution 4.0 International License.

Rights Holder

J. Robert Brown Jr.

Provenance

Received from author

File Format

application/pdf

Language

English (eng)

Extent

10 pgs

File Size

5.3 MB

Publication Statement

Copyright held by the author. User is responsible for all copyright compliance.

First Page

1

Last Page

10



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