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by rco8786 918 days ago
I haven't denied any such thing. I'm literally just saying it's a gamble.

Is it a problem? It seems unsolvable if so, unless we should ban CEOs from receiving stock compensation?

1 comments

>I haven't denied any such thing. I'm literally just saying it's a gamble.

Well, you said it was "at best a gamble". I don't know how else I'm supposed to interpret that besides you saying there was "at best" a 50/50 shot of either outcome happening from the perspective of the ones that announced it. I'm going to assume this is not what you meant.

Anyway, since it's established that we're in agreement (maybe? It's not easy to figure out your point of view) that executives are generally able to know with some degree of certainty >50% that their actions will create a specific effect on their stock price. And we also can agree that it is their decision when to announce and execute these actions. It's clearly and obviously a problem that they also are aware of when the stock that they hold in large quantities will be bought and sold.

> Is it a problem? It seems unsolvable if so, unless we should ban CEOs from receiving stock compensation?

If we can agree on the previous bit, then I have no idea why we should throw up our hands and be like "well I guess this is an impossible problem to solve". It's really not. Just be more restrictive with the windows in which executives are allowed to sell. Better yet spread their entire buy/sell order over the course of the year. Or even better still, don't allow them to sell stock AT ALL until they are not in charge or aware of high level decisions at the company.

CEO pay is on average 399x their average employee(https://www.epi.org/publication/ceo-pay-in-2021/). Then, we also allow them to pump their portfolio on a whim at the expense of their employees. I would say personally I don't really care if their compensation suffers, since they've probably already 10x'd my lifetime earnings in their last year of work, and I'd happily switch places with them financially if they're so hard done by.

> Just be more restrictive with the windows in which executives are allowed to sell.

I feel like I'm on crazy pills.

Executives. Do. Not. Have. Windows. To. Sell. I don't know how many times I have to repeat this.

They have exact dates with exact numbers of shares on which sales will execute with exactly zero input from them. It's literally the most restrictive thing you can imagine, short of not allowing them to engage in stock sales at all.

https://www.raymondjames.com/-/media/rj/advisor-sites/sites/...

Here is what you seem to think happened: Daniel Ek fired a bunch of people during an open trading window, saw that the stock price went up, and sold a bunch of shares.

Here is what actually happened: Daniel Ek put together a schedule of specific stock sales at the beginning of 2023 that executed automatically on his behalf throughout the year. At some point during the year, he decided to fire a bunch of people.

> Better yet spread their entire buy/sell order over the course of the year.

They do. It's on a schedule. Over the course of the year.

> Or even better still, don't allow them to sell stock AT ALL until they are not in charge or aware of high level decisions at the company.

This is effectively banning equity pay for executives. Unless you think we should make C level executives somehow not in charge of high level decisions.

> CEO pay is on average 399x their average employee

An entirely different discussion.

> I feel like I'm on crazy pills.

Could be.

> Here is what you seem to think happened: Daniel Ek fired a bunch of people during an open trading window, saw that the stock price went up, and sold a bunch of shares.

Nope.

> Executives. Do. Not. Have. Windows. To. Sell. I don't know how many times I have to repeat this.

You can stop whenever? Obviously I know this. Windows are just further restrictions to add to the schedule. I'm certainly not an expert, but I dunno why the concept of combining restrictions is so hard to comprehend.

You're on your own for the rest of the misinterpretations though. I think those ones are easier if you think a little harder about it.

Because the existing restriction, is already, more restrictive, than windows. How is this so hard.

Like honestly. Let's say Daniel Ek's 10b5 says he will sell 10,000 shares on 1/1, 3/1, 6/1, and 9/1 of 2023.

What on earth would adding trading windows do to make that more restrictive?

You're asking for a 50mph speed limit when the car's max speed is 25. It's completely pointless and accomplishes nothing.