BILL ANALYSIS                                                                                                                                                                                                    






                           SENATE JUDICIARY COMMITTEE
                            Martha M. Escutia, Chair
                           2003-2004 Regular Session


          AB 2752                                                A
          Assembly Member Chu                                    B
          As Amended April 28, 2004
          Hearing Date: June 22, 2004                            2
          Corporations Code                                      7
          MTY:rm                                                 5
                                                                 2

                                     SUBJECT
                                         
                            Corporations: Elections

                                   DESCRIPTION  

          This bill would require a domestic publicly traded company  
          to have in place a process for its shareholders to  
          recommend candidates for election as directors, and require  
          that the process be filed with the Secretary of State's  
          office and, if the company is domestic, posted on the  
          corporation's website.  

                                    BACKGROUND  

          The Securities and Exchange Commission (SEC) is currently  
          in the midst of a rulemaking process on minority  
          shareholders and corporate election procedures that seeks  
          to provide minority shareholders with greater ballot access  
          in corporate elections under certain circumstances.  This  
          rulemaking stems from growing criticism that existing laws  
          and regulations allow election procedures that make it too  
          difficult for dissident shareholders to challenge a  
          company's incumbent board and, by extension, make  
          corporations unresponsive to shareholders.

          This bill seeks to provide California shareholders with  
          information regarding corporate election procedures by  
          requiring that they be filed by publicly traded companies  
          with the Secretary of State's office and, for California  
          corporations, posted on the company's website.

                                                                 
          (more)



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                             CHANGES TO EXISTING LAW
           
           1.   Existing law  provides for the creation of California  
            corporations upon the filing of articles of incorporation  
            setting forth basic information on the corporation, its  
            purpose, an agent for service of process, and other very  
            basic information about share classes and rights.   
            [Corporations Code Sec. 100 et seq.]

             This bill  would require publicly traded California  
            corporations to have in place a process for its  
            shareholders to recommend candidates for election as  
            directors.

           2.   Existing law  requires "publicly traded" foreign and  
            domestic for-profit corporations to file annual  
            statements with the Secretary of State disclosing  
            specified information, including, but not limited to  
            information about the corporation's auditor, its  
            executives' compensation, bankruptcies and convictions  
            against its directors or officers, and large securities  
            law judgments against the corporation.  [Corporations  
            Code Sec. 1502 and 2117.]

             This bill  would require domestic and foreign corporations  
            qualified to transact interstate business to file a copy  
            of their shareholder recommendation processes with the  
            Secretary of State and again whenever they are changed or  
            amended.

             This bill  would require corporations to make available a  
            copy of their shareholder recommendation procedures upon  
            shareholder request to the investor relations department  
            of the corporation.

             This bill  would require domestic corporations with  
            websites to post their shareholder recommendation  
            procedure on that website.

                                     COMMENT
           
          1.   Need for the bill  

            This bill is sponsored by the Secretary of State's  
            office, which writes that:
                                                                       




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              Free and fair elections are an essential component  
              of our democracy but they are far from the norm in  
              corporate America.  Many corporations limit  
              shareholder access to proxy statements and force  
              shareholders interested in nominating their own  
              slate of directors to pursue costly proxy  
              contests.  Since these policies vary from  
              corporation to corporation it is important that  
              shareholders are made aware of corporate practices  
              that may thwart or limit efforts to improve  
              director performance and accountability through  
              the nomination of alternate directors.

            The sponsor notes that as introduced, "this bill sought  
            to codify a requirement that all publicly traded  
            corporations doing business in California establish  
            procedures that provide shareholders with greater access  
            to the corporate proxy for the purpose of nominating  
            directors."  However, after discussions with interested  
            parties, and in deference to the SEC's ongoing rulemaking  
            process, the author and sponsor agreed to set aside  
            specific election requirements and instead require that  
            shareholders be provided an opportunity to recommend (but  
            not nominate) director candidates.  The bill would  
            further require that shareholders be provided with  
            information about the recommendation procedure upon  
            request and, for California corporations, by website  
            posting.

          2.   Brief overview of current SEC rulemaking  

            In the wake of the corporate scandals of the past few  
            years and recent manifestations of shareholder discontent  
            at major corporations (e.g., Disney, Hewlett-Packard),  
            there has been growing attention to the issue of minority  
            shareholder rights.  Under existing law, election  
            procedures for a corporation's board of directors are  
            within the near-exclusive control of the incumbent board  
            members and executives.  This is due to the fact that  
            under SEC rules, the corporation itself is allowed to  
            determine which candidates are placed on the "proxy,"  
            which is the ballot mailed to all shareholders by the  
            corporation (see SEC Regulation 14a).  Dissident  
            shareholders generally must mount an expensive and uphill  
                                                                       




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            battle through independent media expenditures and proxy  
            solicitiations to convince shareholders to vote against  
            incumbent directors and/or vote for alternative  
            candidates.  Not surprisingly, successful challenges to  
            incumbent directors are extremely rare.

            This situation has led to growing complaints that  
            existing law makes it too difficult for unhappy  
            shareholders to take action against incumbent directors  
            and executives.  In response to these complaints, late  
            last year the SEC released a proposed rule which would  
            mandate minority shareholder access to corporate election  
            materials when certain thresholds of shareholder  
            dissatisfaction had been met (35% of shareholders  
            withheld support for one of the company's director  
            nominees, or 1% of shareholders propose an alternative  
            candidate at a shareholder meeting, and that candidate  
            garners the support of 50% or more of the shareholders  
            attending that meeting).  The public comment period on  
            the rule ended in December of last year, and a final rule  
            is expected in the near future.

           3.   Committee staff suggests amendments to the bill's  
            definition of "corporate election procedures" to achieve  
            author and sponsor's intent
           
            It is Committee staff's understanding that the intent of  
            the bill is to provide meaningful disclosure of the  
            corporate election procedures of publicly traded  
            companies to interested shareholders.  To that end,  
            Committee staff suggests that the author may wish  
            consider the following amendments.

            a.  Amendments to the definition of "election procedures"  

              The current version of the bill requires that  
              corporations file with the Secretary of State what the  
              bill calls "election procedures."  However, the bill's  
              definition of "election procedure" is a procedure for  
              shareholders to "recommend" candidates.  As a result,  
              the bill would not technically require the filing of  
              the election procedures for the board of directors  
              (which is the author's goal), but rather the mechanism  
              by which shareholders could "recommend" candidates  
              (recommendations which, as far as Committee staff can  
                                                                       




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              determine, could be taken into account or disregarded  
              by the corporation).

              Committee staff suggests that the author may want to  
              consider deleting the bill's current subdivision (a)  
              and replacing it with a definition of "election  
              procedures" as those portions of the corporation's  
              articles of incorporation and by-laws which relate to  
              the election procedures for the corporation's board of  
              directors.  This amendment would provide shareholders  
              with the actual corporate governance documents which  
              could be used to evaluate minority shareholder rights.

              SHOULD THE BILL BE AMENDED TO DEFINE "ELECTION  
              PROCEDURES" AS THE RELEVANT PORTIONS OF A CORPORATION'S  
              ARTICLES OF INCORPORATION AND BY-LAWS?

              [Committee staff notes, however, that it lacks  
              sufficient expertise to determine when such information  
              would provide shareholders with meaningful disclosures.  
               Committee staff is informed that many publicly traded  
              corporations have little in the way of election  
              procedures beyond what is required by SEC regulations.   
              Those regulations provide certain minimum standards for  
              disclosures and proxy procedures (see SEC Regulation  
              14A), and few corporations have more extensive written  
              policies or procedures.  Many publicly traded  
              corporations have nominating committees, which nominate  
              candidates for the board.  However, few corporations  
              provide that committee with any written guidance on  
              nominating procedures beyond general statements of  
              principle.  As a result, it is not clear to Committee  
              staff how many corporations would file materials with  
              the Secretary of State's office that contained more  
              information than current SEC regulations.]

            b.   Bill should be amended to apply only to publicly  
            traded companies  

              The current version of the bill requires all domestic  
              and foreign corporations to file election procedures  
              with the Secretary of State, but does not explicitly  
              limit itself to publicly traded companies.  It is  
              Committee staff's understanding that the author and  
              sponsor wish to only cover publicly traded companies.
                                                                       




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              SHOULD THE BILL BE AMENDED SO THAT THE FILING  
              REQUIREMENT APPLIES ONLY TO PUBLICLY TRADED COMPANIES?

           4.   Opponent Department of Corporations argues that state  
            should defer to SEC procedure; supporters respond that  
            bill is consistent with SEC efforts  

            The bill is opposed by the Department of Corporations,  
            which writes that:

              Regulation of corporate election procedures in the  
              form of proxies of publicly traded companies  
              engaged in interstate commerce involves an area  
              that is currently within the scope of  
              responsibility of the federal Securities and  
              Exchange Commission.  . . . By coordinating with  
              the [SEC] to help educate shareholders, and by  
              helping that federal agency craft appropriate  
              national standards governing shareholder  
              nomination procedures, the objectives of AB 2752  
              can be achieved without imposing additional and  
              duplicative state regulations on companies seeking  
              to do business in California.

            The bill's supporters respond that the bill complements  
            the SEC's efforts.  The Secretary of State's office  
            writes that:

              AB 2752 will also benefit shareholders and  
              prospective investors if the SEC approves its  
              proposed rule.  Such approval would require  
              corporations to modify their election procedures  
              and these new procedures would be publicly  
              disclosed under AB 2752.

            The department's objections would appear to be twofold:  
            first, that the bill would be potentially inconsistent  
            with ongoing SEC efforts, and second, even if not  
            inconsistent, would be duplicative and unnecessary.

            As to inconsistency, Committee staff believes that if the  
            amendments suggested in Comment 2 are adopted, the bill  
            would place no substantive regulations on corporate  
            election procedures.  Instead, the bill would be solely a  
                                                                       




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            disclosure bill.  As a result, in the opinion of  
            Committee staff, if the amendments are taken, any  
            argument that the bill would be inconsistent with ongoing  
            SEC processes would be inaccurate.

            Whether the disclosure requirements would be duplicative  
            of federal efforts is difficult to determine.  As noted  
            above in Comment 2a, Committee staff does not know  
            whether there are many publicly traded companies that  
            have written election procedures beyond what is required  
            by SEC regulations.  Those companies that do simply  
            comply with SEC regulations would presumably just file  
            those regulations; while companies with more extensive  
            procedures would file those.

           5.   Committee staff suggests that website posting  
            requirement be deleted from the bill  

            The bill would require California corporations with  
            websites to post their election procedures on that  
            website.  Committee staff suggests that this requirement  
            be deleted from the bill, for several reasons.  First,  
            the requirement would apply only to California's publicly  
            traded companies, who constitute only a tiny percentage  
            of publicly traded companies.  Second, while corporate  
            governance is an important issue, Committee staff  
            questions whether it is of sufficient interest to the  
            general consumer public such that it merits disclosure on  
            a company's website.  Finally, as noted above in Comment  
            2a, if the bill were to be enacted into law, Committee  
            staff does not know how many corporations would disclose  
            nothing more than current SEC regulations, which are  
            available at the SEC's website.

            SHOULD THE WEB POSTING REQUIREMENT BE DELETED FROM THE  
            BILL?

          6.   Suggested technical amendments  

            Committee staff suggests that the author may want to  
            consider the following technical amendments.

             a.   Revise definition of "publicly traded" to conform  
              with changes to be made by AB 1000 (Dutra)
           
                                                                       




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              The bill relies on a definition of publicly traded  
              created by AB 55 (Shelley) of 2002.  That definition is  
              being revised and clarified by this year's AB 1000,  
              also sponsored by the Secretary of State's office.   
              Committee staff suggests that this bill's definition of  
              publicly traded should also be revised.

              SHOULD THE BILL'S DEFINITION OF PUBLICLY TRADED COMPANY  
              BE CONFORMED TO THE DEFINITION CONTAINED IN AB 1000?

             b.   "Qualified to transact interstate" should be amended  
              to "qualified to transact intrastate"  

              The bill's filing requirements would apply to domestic  
              corporations or foreign corporations qualified to  
              transact "interstate" business.  Foreign corporations  
              that conduct interstate business are not required to  
              qualify with the Secretary of State's office; foreign  
              businesses that transact intrastate business are (see  
              Corporations Code Sec. 2105).
              SHOULD THE BILL BE AMENDED TO REPLACE "INTERSTATE" WITH  
              "INTRASTATE"?

           Support:  CalPERS Board of Administration; California  
                 School Employees Association (CSEA); California  
                 Labor Federation, AFL-CIO; American Federation of  
                 State, County, and Municipal Employees (AFSCME) 

          Opposition:  Department of Corporations; Committee of  
                   Concerned Shareholders

                                     HISTORY
           
          Source:  Secretary of State's Office

           Related Pending Legislation:  AB 1000 (Dutra) would make a  
                                variety of technical and clarifying  
                                changes to corporate disclosure  
                                requirements placed on publicly  
                                traded companies pursuant to AB 55  
                                (Shelley) of 2002.  The bill is  
                                scheduled to be heard in Committee  
                                today (for vote only).

           Prior Legislation:  AB 55 of 2002 (Shelley), Ch. 1015,  
                                                                       




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                        Stats. of 2002, created the Corporate  
                        Disclosure Act of 2002, which required  
                        publicly traded companies to disclose  
                        information regarding their auditors,  
                        executive compensation, and judgments and  
                        convictions against officers and directors.

          Prior Vote:  Assembly Banking and Finance Cmte. (10-0)
                   Assembly Appropriations Cmte. (20-0)
                   Assembly Floor (46-30)
                   
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