Decisions, Decisions: Choosing Choice and Offering ...
Decisions, Decisions: Choosing Choice and Offering Employee Choice Plans
Lori Clancy, Oracle Billy Vitense, Starbucks Denise Glagau, Baker & McKenzie Larry Reynolds, Fidelity Stock Plan Services
Agenda
Welcome and Introductions
? Company backgrounds
Prevalence of Choice Programs Oracle and Starbucks Choice Programs
? Objectives and program design ? Process summary and communication strategy ? Election history
Tax and Legal Considerations Other Choice Program Examples Key Takeaways
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COMPANY BACKGROUNDS
-3-
Oracle
Company Background
2nd largest software company in the world Develops and markets computer hardware systems
and enterprise software products Founded in 1977; IPO in 1986 Headquarters in Redwood City, CA Over 95 acquisitions in the last 10 years Larry Ellison owns 25% of outstanding stock
Award Philosophy
95% of equity awards granted at annual focal in July Prior to July 2014, granted only NQ stock options Annual equity grant now allows for choice between
options and RSUs VP and above may elect to defer RSU awards
Annual Revenue Total Employees Employees Receiving Equity Stock Delivered Globally In
% U.S. Based % Global (Non-U.S.) Award Types: Stock Options
Restricted Stock/Units
Performance Employee Stock Purchase Plan
Key Statistics
$38.3B 133K 25K 49 countries 60% 40%
Yes Yes Yes Yes
-4-
Starbucks
Company Background
Founded in 1971; Howard in 1987; IPO in 1992 Headquarters in Seattle, WA Over 25,000 retail locations in over 75 countries Starbucks Siren ? Roastery and Special Reserves Princi, Evolution Fresh, Teavana, Tazo, Seattle's Best
Award Philosophy
Pay for performance Shared success Shareholder engagement Social impact and responsibility
? Opportunity youth, college achievement, military and refugee hiring
Annual Revenue Total Partners (green apron) Partners Receiving Equity Stock Delivered Globally In
% U.S. Based % Global (Non-U.S.) Award Types: Stock Options Restricted Stock/Units Performance
ESPP (S.I.P.)
Key Statistics
$21.3B > 300K 162K 22 markets 70% 30%
Yes Yes Yes Yes
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