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Tesla Investors Approve Musk’s 10-Year, Performance-Tied Pay Plan Worth Up to $1 Trillion

The award vests only if Tesla reaches steep valuation thresholds plus ambitious production goals over the next decade.

Overview

  • About 75% of votes cast at Thursday’s Austin meeting backed the package, the company said.
  • The plan pays out in 12 stock tranches tied to milestones starting at a $2 trillion market cap and rising to $8.5 trillion, alongside targets such as 20 million vehicles, 1 million robotaxis, 1 million Optimus robots and 10 million Full Self-Driving subscriptions.
  • If fully achieved, Musk would receive roughly 423 million additional shares, lifting his stake toward about 25% and increasing his voting power.
  • Norway’s sovereign wealth fund, CalPERS, ISS and Glass Lewis opposed the deal on governance, size and key‑person risk, but retail holders and supportive institutions carried the vote.
  • Tesla plans an SEC filing to finalize terms as the multi‑year performance period begins, with Wall Street reaction mixed and TSLA slipping in early Friday trading.