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Tesla Filing Shows 66% Non-Insider Support for Musk Pay Plan, Down From 2018

Vesting over ten years, the performance-based award is contingent on aggressive market-value plus operational milestones.

Overview

  • Tesla’s company count put overall approval at about 75% because it included insider votes such as Elon Musk’s stake.
  • Excluding insiders, roughly 66% of outside holders backed the package, compared with about 73% support for the 2018 plan, according to a third-party analysis cited by CNBC.
  • The compensation is structured as 12 stock tranches tied to long-term goals, with the first vesting threshold at a $2 trillion market capitalization.
  • Targets span market-value and operational measures, and terms include provisions that could allow Musk to realize substantial value even if some operational milestones are not met.
  • Musk defended the award in posts on X, proxy firms ISS and Glass Lewis had urged investors to vote against it, and Tesla’s board chair thanked shareholders following the approval.