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专栏 - 苹果2_0

迪士尼CEO加盟苹果董事会获赠股票

 Philip Elmer-DeWitt 2011年11月22日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
苹果董事会的这位新成员获赠价值55,000美元的苹果受限股作为见面礼,当然,这些只是区区小钱而已。

    苹果公司(Apple)上周四提交给美国证券交易委员会(SEC)的Form 4文件显示,迪士尼(Disney)首席执行官罗伯特•伊格将加盟苹果董事会,并获赠142股可于明年2月行权的受限股。

    上周二,股票赠与行为发生时,苹果股票的收盘价为388.83美元,因此,这些股票的价值为142 * 388.83美元 = 55,213.86美元。

    这个数目和苹果公司其他董事获得的赠与价值差不多。雅芳(Avon)首席执行官钟彬娴2008年进入苹果董事会时获得了3,000股受限股,但这些股票有行权价(180.05美元),且需要三年后才能完全行权。

    当然,5.5万美元对于一个2009年从迪士尼获得薪酬总额超过2,900万美元(包括现金红利和股票)的人而言只是一笔小钱。【另据苹果公司上周三提交的第二份SEC文件,伊格的妻子——现任美国博客新闻网站《赫芬顿邮报》(Huffington Post)的编辑维罗•贝,持有75股苹果普通股。】

    整个事件具有双重讽刺意味,因为正是伊格尔一手主导了2006年迪士尼对皮克斯动画(Pixar)的收购,使得史蒂夫•乔布斯成为了迪士尼的最大单一股东。乔布斯去世后,其名下的1.38亿股迪士尼股票(如今价值48.5亿美元)据报道已交由一家据信由乔布斯遗孀劳伦•鲍威控制的信托机构。

    注:早先的报道中误将维罗•贝的75股股票也归入伊格出任苹果董事而获赠的股票。

    According to a Form 4 filed with the SEC on Thursday, Disney (DIS) CEO Robert Iger received as part of his new position on Apple's board of directors 142 restricted shares that vest next February.

    At Apple's (AAPL) closing price of $388.83 Tuesday, the day the shares were issued, the grant was worth

    142 * $388.83 = $55,213.86

    That's comparable to the grants offered other Apple directors. When Andrea Jung joined the board in January 2008, she received 3,000 restricted shares, but those shares had a strike price ($180.05) and took three years to become totally vested.

    Fifty-five grand of course, is chump change for a man whose total compensation from Disney in 2009 (including cash bonus and stock) was more than $29 million. (According to a second SEC form filed Wednesday, his wife, Huffington Post editor Willow Bay, owns 75 shares of Apple common stock.)

    The whole thing is doubly ironic since it was Iger who engineered the 2006 acquisition of Pixar that made Steve Jobs Disney's single largest shareholder. When he died, Jobs' 138 million shares of Disney, now worth $4.85 billion, were reportedly being transferred to a trust -- one presumably controlled by his wife Laurene Powell.

    NOTE: An earlier version of this story suggested -- incorrectly -- that Willow Bay's 75 shares were part of Iger's director's grant.

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