投票出售10%特斯拉(TSLA.US)股份過於草率?150億美元稅單纔是真相!
智通財經APP獲悉,未來幾個月,特斯拉(TSLA.US)首席執行官埃隆·馬斯克將面臨超過150億美元的股票期權稅,因此,無論推特投票結果如何,他都可能在今年出售特斯拉股票。
據悉,馬斯克上週六在推特上發起了一項民意調查,詢問其6250萬粉絲他是否應該出售10%的特斯拉股票。而投票結果顯示,共計58%的網友支持其出售10%的股票的決定。根據馬斯克持有的1.705億股特斯拉股票和特斯拉上週五的收盤價1222.09美元來計算,這意味着如果馬斯克遵守協議,其將套現接近210億美元。
分析師指出,由於大量期權將於明年到期,他可能不得不拋售大量股票以支付稅款。馬斯克此前曾表示,他可能在第四季度出售“大量”期權。因此,上述超過150億美元的稅單可能纔是馬斯克出售股票的真正原因。
智通財經APP瞭解到,由於馬斯克沒有從任何地方拿現金工資或獎金,因此其財務來源主要是股票獎勵和特斯拉的股價收益。然而,作爲薪酬計劃的一部分,馬斯克與2012年獲得2280萬股的期權獎勵,執行價爲6.24美元。據瞭解,截止週五收盤,特斯拉股價爲1222.09美元,這意味着其股票收益總額達到近280億美元。
這些期權將於明年8月到期。而爲了行權,馬斯克必須支付所得稅。由於期權是作爲員工福利或薪酬徵稅的,因此將按最高普通收入水平徵稅,即37%外加3.8%的淨投資稅。此外,由於這些期權是被授予的,且大部分是其在加州獲得的,所以還需支付加州最高13.3%的稅率。加起來,州和聯邦的稅率將達到54.1%。因此,以當前價格計算,馬斯克的期權總稅單將是150億美元。
值得注意的是,雖然馬斯克尚未確認稅收賬單的規模,但其在推特上寫道:“注意,我沒有從任何地方拿現金工資或獎金。我只有股票,所以我個人納稅的唯一方法就是出售股票。”
除了特斯拉2012年的薪酬方案,馬斯克還在積累更多的期權。2018年3月,特斯拉董事會授予了他一項前所未有的“CEO績效獎”,包括1.013億股股票期權(根據2020年5比1的股票拆股調整),分12個裏程碑級。
對此,加州大學伯克利分校的經濟學家Gabriel Zucman則在推特上寫道:“期待有一天,世界上最富有的人繳納一些稅款不再依賴於推特民意調查。”
除此之外,特斯拉最近還透露,馬斯克已經用他的股票作爲抵押獲得了貸款,通過出售股票,馬斯克可能想要償還一些貸款債務。據瞭解,馬斯克已向債權人抵押了9,200萬股股票,用於現金借款。
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