BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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          |SENATE RULES COMMITTEE            |                  AB 2752|
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                                 THIRD READING


          Bill No:  AB 2752
          Author:   Chu (D), et al
          Amended:  8/17/04 in Senate
          Vote:     21

           
           SENATE JUDICIARY COMMITTEE  :  5-2, 6/22/04
          AYES:  Escutia, Cedillo, Ducheny, Kuehl, Sher
          NOES:  Morrow, Ackerman

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           ASSEMBLY FLOOR  :  46-30, 5/20/04 - See last page for vote  
            (may not be relevant)


           SUBJECT  :    Corporations:  elections

           SOURCE  :     Secretary of State 


           DIGEST  :    This bill enacts the Corporate Elections  
          Disclosure Act of 2004.  This bill requires a publicly  
          traded  domestic corporation or foreign corporation, as  
          defined, to  file a copy of  its corporate election  
          procedures with the Secretary of State, and to make them  
          available to a shareholder upon his or her written request  
          to the corporation's investor relations department. 

           Senate Floor Amendments  of 8/17/04 change the name of the  
          act created by the bill from the "Corporate Elections  
          Fairness Act of 2004" to the "Corporate Elections  
          Disclosure Act of 2004."  This change reflects amendments  
          the author has taken to the bill during the legislative  
                                                           CONTINUED





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          process that have made the bill a disclosure bill rather  
          than a bill regulating corporate election procedures.

           ANALYSIS  :    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 requires publicly traded California corporations  
          to have in place a process for its shareholders to  
          recommend candidates for election as directors.

          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 enacts the Corporate Elections Disclosure Act of  
          2004.

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

          For purposes of this section, the following definitions  
          shall apply:

          1."Corporate election procedures" means those portions of  
            the corporation's articles of incorporation and bylaws  
            that relate to the nomination and election of the  







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            corporation's directors.

          2."Publicly traded domestic corporation or foreign  
            corporation" means a corporation that is an issuer, as  
            defined in Section 3 of the Securities Exchange Act of  
            1934 as amended (15 U.S.C. Section 78c), and has at least  
            one class of securities listed or admitted for trading on  
            a national securities exchange or on the National or  
            Small-Cap Markets of the NASDAQ Stock Market or on the  
            OTC-Bulletin Board or on the electronic service operated  
            by Pink Sheets, LLC. This term does not include a foreign  
            association.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT :   (Verified  8/17/04)

          Secretary of State (source)
          American Federation of State, County, and Municipal
              Employees (AFSCME)
          California Labor Federation, AFL-CIO
          California Professional Firefighters
          California School Employees Association (CSEA)
          CalPERS Board of Administration
          CalSTRS
          Greenlining Institute

           OPPOSITION  :    (Verified  8/17/04)

          Committee of Concerned Shareholders
          Corporations Committee, Business Law Section, State Bar of  
          California
          Department of Corporations

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

               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  







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               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.  Other  
               proponents indicate the bill enhances investor  
               confidence by assisting shareholders in their efforts  
               to have a greater say in the operation of their  
               investments.

           ARGUMENTS IN OPPOSITION  :    The Department of Corporations  
          states:

               This bill is unnecessary.  As explained in a recent  
               news article regarding AB 2752, "Anyone seriously  
               considering nominating a director candidate would know  
               to review the bylaws and articles of incorporation,  
               and know that the documents are already available on  
               the SEC's Edgar website."  Because the bill is  
               unnecessary and duplicates ongoing efforts of the  
               federal Securities and Exchange Commission (SEC), the  
               Department of Corporations recommends that the sponsor  
               coordinate with the SEC to help educate and inform  
               shareholders.  Requiring the filing of additional  
               documents that are already available to the public  
               will undoubtedly divert some of the Secretary of  
               State's staff time and attention away from its core  
               responsibility to assist businesses in organizing in  
               California.  California needs to focus its precious  
               resources in attracting new businesses, rather than  
               creating more red tape.  
           
           ASSEMBLY FLOOR  :
          AYES:  Berg, Bermudez, Calderon, Chan, Chavez, Chu, Cohn,  
            Corbett, Correa, Cox, Dutra, Dymally, Firebaugh, Frommer,  
            Goldberg, Hancock, Jackson, Kehoe, Koretz, Laird, Leno,  
            Levine, Lieber, Liu, Longville, Lowenthal, Maldonado,  
            Matthews, Montanez, Mullin, Nakano, Nation, Negrete  
            McLeod, Parra, Pavley, Reyes, Ridley-Thomas, Salinas,  
            Simitian, Steinberg, Vargas, Wesson, Wiggins, Wolk, Yee,  
            Nunez
          NOES:  Aghazarian, Bates, Benoit, Bogh, Campbell,  
            Canciamilla, Cogdill, Daucher, Dutton, Garcia, Harman,  
            Haynes, Shirley Horton, Houston, Keene, La Malfa, La  







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            Suer, Leslie, Maddox, McCarthy, Mountjoy, Nakanishi,  
            Pacheco, Plescia, Richman, Runner, Samuelian, Spitzer,  
            Strickland, Wyland
          NO VOTE RECORDED:  Diaz, Jerome Horton, Maze, Oropeza


          RJG:nl  8/18/04   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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