BILL ANALYSIS                                                                                                                                                                                                    



                                                                  AJR 79
                                                                  Page  1

          Date of Hearing:   April 22, 2004

                      ASSEMBLY COMMITTEE ON BANKING AND FINANCE
                               Patricia Wiggins, Chair
                    AJR 79 (Chu) - As Introduced:  April 14, 2004
           
          SUBJECT  :   Corporate Elections

           SUMMARY  :   Requests the Securities and Exchange Commission (SEC)  
          to implement its proposed shareholder participation rules in  
          order to address the need for reform in corporate transparency  
          and give shareholders access to proxy.  Specifically,  this  
          resolution  :  

          Makes findings and declarations that:

          1)The California Legislature has noted with growing concern the  
            accounting scandals of major corporations including Enron,  
            WorldCom, and HealthSouth, and their sustained negative effect  
            on institutional and individual investors and on California's  
            economy.

          2)The cumulative effect of instances of fraud and wrongdoing has  
            been to inflict avoidable investor losses totaling in the  
            billions of dollars and to significantly damage investor  
            confidence in California and elsewhere.

          3)The events of fraud and accounting scandals have pointed to an  
            urgent need for greater corporate accountability, and  
            specifically for corporate boards to engage in greater  
            oversight over corporate operations, thereby fulfilling their  
            traditional role as independent fiduciaries rather than  
            passive arms of management.

          4)One way to achieve greater accountability on the part of  
            corporate boards is to increase shareholder access to proxy,  
            defined as the ability of shareholders to nominate a candidate  
            or slate of candidates for election to the board at annual  
            company meetings held for that purpose.

          5)Federal law controls many aspects of corporate election  
            procedures, and under current federal law and SEC rules,  
            shareholder access to proxy is not required.

          6)The SEC has been working for several months on proposed  








                                                                  AJR 79
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            reforms to address the crisis of corporate accountability and  
            investor confidence.  SEC in part devised a means of providing  
            within the framework of the rules of the SEC a mechanism for  
            greater shareholder access to proxy and, has proposed a rule  
            to improve the ability of shareholders to participate in the  
            nomination and election of directors of corporate boards.

           EXISTING LAW  establishes General Corporations Law which sets  
          certain rules for corporate governance, such as in reference to  
          voting of shares and setting clarifications as to interpretation  
          of votes cast by majority or other proportions.  However, the  
          existing law does not specifically address any laws to direct  
          corporate elections.  (Corporations Code, Section 111 and 112)

           FISCAL EFFECT  :   None






































                                                                  AJR 79
                                                                  Page  3

           COMMENTS  : 

           Need for the Resolution:   Recently, the SEC proposed Exchange  
          Act Rule 14a-11 for Security Holder Director Nominations that  
          would require, under certain circumstances, companies to include  
          in their proxy materials security holder nominees for election  
          as director.  Under the proposed rules, if 35% of shareholders  
          withhold a vote against directors it would trigger a process  
          that would give a large investor or group of shareholders the  
          right to place a director on a company's proxy.

          According to the SEC, "These proposed rules are intended to  
          improve disclosure to security holders to enhance their ability  
          to participate meaningfully in the proxy process for the  
          nomination and election of directors."

          The author of this resolution would like these proposed rules  
          adopted because "shareholder access to proxy statements is an  
          important incentive for improving director performance and  
          accountability to the shareholders that elect them." 

          Secretary of State Kevin Shelley, the resolution's sponsor,  
          argues that under the SEC's current rules the minimum cost of a  
          proxy battle is estimated at $250,000.  Because of the great  
          expense and effort required, many shareholders are unable to  
          wage a fight even when they have concerns about the  
          corporation's directors. 

           Opposition to the SEC's Proposed Rule.   The U.S. Chamber of  
          Commerce opposes the proposed rule, arguing that regulators  
          should "give all of the new rules enacted over the past two  
          years, such as Sarbanes Oxley Act of 2002, more time to work  
          before instituting new reforms that could make the United States  
          companies less competitive."  Thomas Donohue, the president and  
          CEO of the U.S. Chamber also expressed his opinion that  
          "corporate directors - the ones you really want to get - are not  
          very good local politicians".

          The Business Roundtable argues that a special interest  
          shareholder might put forward an agenda that does not serve the  
          interest of investors.  Further, the opponents of the proposed  
          rules hold that it might deter potential Directors from serving  
          on a board, since shareholders might not fulfill their fiduciary  
          duties and make a wrong choice, which could lead to worse  
          corporate boards. 








                                                                  AJR 79
                                                                  Page  4


           A state or federal solution?  California's ability to regulate  
          foreign corporations is limited.  Also, there is a legitimate  
          question whether states should regulate the corporate election  
          process for publicly traded companies that are incorporated in  
          their state.  Or, should that responsibility be left to an  
          entity that regulates the actions of all publicly traded  
          companies such as the SEC? 

          According to the author and the sponsor the "best way of  
          achieving meaningful reform of corporate elections and providing  
          shareholders with greater access to the nomination process for  
          directors is to support the passage of the SEC's Exchange Act  
          Rules for Security Holder Director Nominations."  AJR 79  
          communicates the Legislature's sentiment that these proposed  
          reforms are greatly needed.

           Related Legislation  : AB 2752 (Chu), as amended on April 14,  
          2004, requires publicly traded corporations to file a copy of  
          their corporate election procedures with the Secretary of  
          State's office.  Additionally, it requires that these procedures  
          be made available for viewing on the corporation's web-site and  
          to any shareholder upon request. 

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          Secretary of State Kevin Shelley (sponsor)

           Opposition 
           
          None received
           
          Analysis Prepared by  :    Chitwan Kaur / B. & F. / (916) 319-3081